← 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	VFA Voya Financial Advisors Windsor, Connecticut	$231K	+$221K	1	0.05%	New
927	IB Intrust Bank Wichita, Kansas	$229K	-$91.7K	1	0.08%	Reduced
928	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$227K	-$33.5K	3	0.01%	Reduced
929	O'Shaughnessy Asset Management Stamford, Connecticut	$225K	+$144K	6	0%	Increased
930	Todd Asset Management Louisville, Kentucky	$222K	+$207K	1	0.01%	New
931	STIA Stone Toro Investment Advisers Princeton, New Jersey	$221K	+$200K	1	2.22%	New
932	AF Aldebaran Financial	$220K	+$98.7K	1	0.19%	New
933	FNB First Niagara Bank Lockport, New York	$220K	+$199K	1	0.05%	New
934	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$220K	-$15.4K	1	0.17%	Reduced
935	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$220K	+$205K	1	0.2%	New
936	BCM Birmingham Capital Management Birmingham, Alabama	$219K	$0	1	0.08%	Maintained
937	CBU CIBC Bank USA Chicago, Illinois	$219K	-$27.5K	1	0.04%	Reduced
938	COI Connable Office Inc Kalamazoo, Michigan	$219K	+$212K	1	0.06%	New
939	KIC Keating Investment Counselors Delray Beach, Florida	$219K	$0	1	0.11%	Maintained
940	ECM Endurant Capital Management San Mateo, California	$215K	-$2.23M	1	0.07%	Reduced
941	Covington Capital Management Los Angeles, California	$214K	+$171K	1	0.02%	New
942	Williams Jones & Associates New York	$214K	+$207K	1	0.01%	New
943	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$213K	+$201K	1	0.04%	New
944	HH Hilltop Holdings Dallas, Texas	$212K	+$200K	1	0.05%	New
945	VFS VSR Financial Services Overland Park, Kansas	$212K	-$2.71M	1	0.02%	Reduced
946	FQ First Quadrant Glendale, California	$211K	-$4.82K	4	0%	Reduced
947	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$211K	-$870K	1	0.06%	Reduced
948	Chilton Capital Management Houston, Texas	$210K	-$20.2K	1	0.02%	Reduced
949	LA LVW Advisors Pittsford, New York	$208K	$0	1	0.1%	Maintained
950	Fiduciary Trust Boston, Massachusetts	$206K	$0	1	0.01%	Maintained