← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
901	Wealthfront Palo Alto, California	$244K	+$109K	2	0.02%	Increased
902	HVIA Hudson Valley Investment Advisors Goshen, New York	$243K	-$329K	1	0.1%	Reduced
903	Choate Investment Advisors Boston, Massachusetts	$242K	-$17K	1	0.01%	Reduced
904	Clifford Swan Investment Counsel Pasadena, California	$238K	$0	1	0.02%	Maintained
905	SCA Stonebridge Capital Advisors St Paul, Minnesota	$238K	$0	1	0.1%	Maintained
906	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$236K	-$20.7K	1	0.41%	Reduced
907	First Horizon Advisors Memphis, Tennessee	$236K	-$413K	3	0.04%	Reduced
908	B BancorpSouth Tupelo, Mississippi	$234K	-$348K	1	0.03%	Reduced
909	RIL Rothschild Investment LLC Chicago, Illinois	$231K	$0	1	0.03%	Maintained
910	Becker Capital Management Portland, Oregon	$230K	$0	1	0.01%	Maintained
911	AF Aldebaran Financial	$229K	+$107K	1	0.2%	New
912	WSC Wellington Shields & Co New York	$227K	-$205K	1	0.14%	Reduced
913	SCM Stellar Capital Management Phoenix, Arizona	$225K	-$122K	1	0.25%	Reduced
914	Advisory Services Network Atlanta, Georgia	$224K	+$3.81K	1	0.08%	Increased
915	CBU CIBC Bank USA Chicago, Illinois	$224K	$0	1	0.04%	Maintained
916	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$221K	+$212K	1	0.03%	New
917	FineMark National Bank & Trust Fort Myers, Florida	$220K	-$21.5K	5	0.04%	Reduced
918	CTA Colonial Trust Advisors Spartanburg, South Carolina	$218K	+$209K	1	0.07%	New
919	HM Payson & Co Portland, Maine	$218K	-$76K	1	0.01%	Reduced
920	YMRC Yorktown Management & Research Company Forest, Virginia	$215K	+$206K	1	0.04%	New
921	Aristeia Capital Greenwich, Connecticut	$212K	+$259K	1	0.01%	New
922	IIM Ironwood Investment Management Boston, Massachusetts	$211K	+$203K	1	0.04%	New
923	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$211K	-$26.4K	1	0.04%	Reduced
924	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$211K	-$47.5K	1	0.05%	Reduced
925	ClearBridge Investments New York	$209K	$0	2	0%	Maintained