← 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	SCM Stellar Capital Management Phoenix, Arizona	$238K	-$15.7K	1	0.26%	Reduced
927	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$236K	-$7.03K	1	0.03%	Reduced
928	IIM Ironwood Investment Management Boston, Massachusetts	$232K	$0	1	0.04%	Maintained
929	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$232K	$0	3	0.01%	Maintained
930	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$232K	$0	1	0.05%	Maintained
931	Chilton Capital Management Houston, Texas	$230K	-$50K	1	0.02%	Reduced
932	HCMNY Howard Capital Management (New York) New York	$227K	-$75.3K	1	0.04%	Reduced
933	TU TDAM USA Toronto, Ontario, Canada	$220K	-$181K	1	0.01%	Reduced
934	TCOV Trust Company of Vermont Brattleboro, Vermont	$220K	$0	3	0.03%	Maintained
935	BCM Birmingham Capital Management Birmingham, Alabama	$218K	+$211K	1	0.08%	New
936	ClearBridge Investments New York	$218K	-$1.42K	2	0%	Reduced
937	KIC Keating Investment Counselors Delray Beach, Florida	$218K	+$211K	1	0.11%	New
938	IUAM Itau USA Asset Management New York	$216K	-$339K	1	0.06%	Reduced
939	HM Payson & Co Portland, Maine	$214K	-$24.6K	1	0.01%	Reduced
940	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$213K	-$68.7K	1	0.07%	Reduced
941	First Citizens Bank & Trust Raleigh, North Carolina	$212K	+$211K	1	0.02%	New
942	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$212K	+$205K	1	0.19%	New
943	Weiss Multi-Strategy Advisers New York	$212K	$0	1	0.01%	Maintained
944	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$211K	+$202K	1	0.03%	New
945	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$210K	$0	1	0.14%	Maintained
946	Douglass Winthrop Advisors New York	$209K	+$202K	1	0.02%	New
947	SCM Sterneck Capital Management Kansas City, Missouri	$208K	+$198K	1	0.12%	New
948	LA LVW Advisors Pittsford, New York	$207K	+$200K	1	0.11%	New
949	Stonehage Fleming Financial Services St. Helier, Jersey	$206K	+$223K	1	0.02%	New
950	Fiduciary Trust Boston, Massachusetts	$205K	+$198K	1	0.01%	New