← 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
926	CBU CIBC Bank USA Chicago, Illinois	$241K	$0	1	0.05%	Maintained
927	MAP Managed Asset Portfolios Rochester, Michigan	$241K	$0	1	0.16%	Maintained
928	Chilton Capital Management Houston, Texas	$240K	$0	1	0.03%	Maintained
929	Aristotle Capital Management Los Angeles, California	$236K	-$290K	1	0%	Reduced
930	SCP Sandhill Capital Partners Buffalo, New York	$235K	$0	1	0.09%	Maintained
931	RWM Raffa Wealth Management Washington, District of Columbia	$233K	-$9.87K	1	0.19%	Reduced
932	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$233K	+$214K	1	0.07%	New
933	Tower Research Capital (TRC) New York	$233K	+$29.6K	8	0.03%	Increased
934	DA Dunvegan Associates Santa Barbara, California	$231K	$0	1	0.19%	Maintained
935	PC Passport Capital San Francisco, California	$231K	+$267K	1	0.01%	New
936	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$230K	+$68.2K	1	0.03%	Increased
937	SEC Seven Eight Capital New York	$227K	-$827K	1	0.2%	Reduced
938	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$226K	$0	1	0.07%	Maintained
939	New York Life Investment Management New York	$223K	+$27.7K	1	0.05%	Increased
940	SCA Stonebridge Capital Advisors St Paul, Minnesota	$220K	$0	1	0.11%	Maintained
941	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$215K	+$213K	1	0.05%	New
942	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$210K	$0	1	0.03%	Maintained
943	Becker Capital Management Portland, Oregon	$209K	$0	1	0.01%	Maintained
944	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$209K	-$519K	1	0.02%	Reduced
945	HM Payson & Co Portland, Maine	$205K	-$3.76M	1	0.01%	Reduced
946	Prospera Financial Services Dallas, Texas	$205K	+$212K	1	0.06%	New
947	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$202K	-$3.38K	1	0.01%	Reduced
948	YMRC Yorktown Management & Research Company Forest, Virginia	$202K	$0	1	0.04%	Maintained
949	Covington Capital Management Los Angeles, California	$200K	$0	1	0.02%	Maintained
950	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$199K	-$5.89K	1	0.13%	Reduced