← 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	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$299K	-$63.5K	1	0.28%	Reduced
902	CAM Cacti Asset Management Atlanta, Georgia	$296K	$0	1	0.03%	Maintained
903	Homrich & Berg Atlanta, Georgia	$295K	+$2.5K	1	0.03%	Increased
904	SFM Signet Financial Management Parsippany, New Jersey	$295K	$0	1	0.06%	Maintained
905	WI WrapManager Inc Mill Valley, California	$295K	+$284K	1	0.13%	New
906	WSC Wellington Shields & Co New York	$293K	$0	1	0.2%	Maintained
907	GA Geneva Advisors Chicago, Illinois	$292K	-$351K	1	0.01%	Reduced
908	IIM Ironwood Investment Management Boston, Massachusetts	$286K	$0	1	0.19%	Maintained
909	SCA Stonebridge Capital Advisors St Paul, Minnesota	$286K	-$25K	1	0.1%	Reduced
910	Maverick Capital Dallas, Texas	$285K	+$239K	1	0%	New
911	OC Oakworth Capital Birmingham, Alabama	$285K	$0	1	0.11%	Maintained
912	Trillium Asset Management Boston, Massachusetts	$285K	-$4.23K	1	0.02%	Reduced
913	GCA Gideon Capital Advisors New York	$284K	+$265K	1	0.35%	New
914	HM Payson & Co Portland, Maine	$281K	+$5.62K	1	0.01%	Increased
915	PPCM Pillar Pacific Capital Management Pacifica, California	$274K	$0	1	0.05%	Maintained
916	Wilmington Savings Fund Society Wilmington, Delaware	$273K	-$18.6K	1	0.02%	Reduced
917	WA WFG Advisors Dallas, Texas	$272K	-$2.46K	4	0.08%	Reduced
918	MAM Mizuho Asset Management Tokyo, Japan	$270K	-$228K	3	0.07%	Reduced
919	Eagle Asset Management St Petersburg, Florida	$268K	-$12.9M	1	0%	Reduced
920	CBU CIBC Bank USA Chicago, Illinois	$267K	-$747	1	0.05%	Reduced
921	PCM Piermont Capital Management St. Louis, Missouri	$265K	$0	1	0.08%	Maintained
922	DP Dearborn Partners Chicago, Illinois	$260K	-$5.66K	1	0.02%	Reduced
923	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$258K	-$7.06K	1	0.08%	Reduced
924	Chilton Capital Management Houston, Texas	$257K	$0	1	0.03%	Maintained
925	GCIA Gabelli & Co Investment Advisers Rye, New York	$257K	$0	1	0.03%	Maintained