← 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	CBU CIBC Bank USA Chicago, Illinois	$243K	-$42.2K	1	0.04%	Reduced
902	HM Payson & Co Portland, Maine	$239K	$0	1	0.01%	Maintained
903	WCA Westover Capital Advisors Wilmington, Delaware	$239K	$0	1	0.21%	Maintained
904	LA LVW Advisors Pittsford, New York	$238K	$0	1	0.11%	Maintained
905	DP Dearborn Partners Chicago, Illinois	$234K	$0	1	0.02%	Maintained
906	PCM Piermont Capital Management St. Louis, Missouri	$234K	$0	1	0.08%	Maintained
907	Choate Investment Advisors Boston, Massachusetts	$234K	-$37.7K	1	0.02%	Reduced
908	Chilton Capital Management Houston, Texas	$233K	$0	1	0.02%	Maintained
909	FFC First Financial Corp Terre Haute, Indiana	$233K	-$38.8K	1	0.13%	Reduced
910	TH Timber Hill Greenwich, Connecticut	$232K	-$539K	1	0%	Reduced
911	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$231K	$0	1	0.07%	Maintained
912	PC Pecaut & Co Sioux City, Iowa	$231K	$0	1	0.24%	Maintained
913	Stratos Wealth Partners Beachwood, Ohio	$231K	-$5.91K	1	0.03%	Reduced
914	Lincoln National Corp Radnor, Pennsylvania	$230K	-$4.33K	1	0.02%	Reduced
915	Coldstream Capital Management Bellevue, Washington	$228K	+$241K	1	0.06%	New
916	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$228K	$0	3	0.01%	Maintained
917	Douglass Winthrop Advisors New York	$227K	$0	1	0.02%	Maintained
918	Williams Jones & Associates New York	$227K	$0	1	0.01%	Maintained
919	VFA Voya Financial Advisors Windsor, Connecticut	$223K	+$13.1K	1	0.04%	Increased
920	IC IKOS CIF Limassol, Cyprus	$222K	-$30.2K	1	0.65%	Reduced
921	IndexIQ Advisors New York	$222K	+$151K	1	0.01%	Increased
922	PAM Princeton Alpha Management Princeton Junction, New Jersey	$221K	-$1.09M	1	0.05%	Reduced
923	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$221K	$0	1	0.18%	Maintained
924	COI Connable Office Inc Kalamazoo, Michigan	$220K	-$24.2K	1	0.07%	Reduced
925	HCMNY Howard Capital Management (New York) New York	$217K	$0	1	0.04%	Maintained