← 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
951	CBU CIBC Bank USA Chicago, Illinois	$201K	-$31.1K	1	0.04%	Reduced
952	OC Oakworth Capital Birmingham, Alabama	$190K	$0	2	0.12%	Maintained
953	GIS Guardian Investor Services New York	$188K	-$7.05K	2	0.14%	Reduced
954	MMG Monetary Management Group St Louis, Missouri	$187K	-$245K	3	0.09%	Reduced
955	Copeland Capital Management Conshohocken, Pennsylvania	$185K	+$181K	1	0.02%	New
956	TCOV Trust Company of Vermont Brattleboro, Vermont	$178K	$0	3	0.03%	Maintained
957	HSA Hussman Strategic Advisors Ellicott City, Maryland	$170K	+$171K	1	0.01%	New
958	IPC Independent Portfolio Consultants Boca Raton, Florida	$168K	+$165K	3	0.05%	New
959	TA Teton Advisors Rye, New York	$165K	$0	1	0.01%	Maintained
960	Shinko Asset Management Company Tokyo, Japan	$155K	-$19K	4	0%	Reduced
961	GLI Guardian Life Insurance New York	$143K	$0	2	0.01%	Maintained
962	PTC Private Trust Company Cleveland, Ohio	$134K	+$66.5K	5	0.04%	Increased
963	Wealthfront Palo Alto, California	$132K	+$61.2K	2	0.01%	Increased
964	MCM Marathon Capital Management Hunt Valley, Maryland	$131K	-$10.5K	1	0.11%	Reduced
965	MCF Advisors Covington, Kentucky	$125K	$0	1	0.04%	Maintained
966	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$122K	$0	2	0%	Maintained
967	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$122K	+$6.48K	2	0.08%	Increased
968	Avior Wealth Management Omaha, Nebraska	$119K	-$1.77K	1	0.1%	Reduced
969	TFO Tarbox Family Office Newport Beach, California	$115K	+$3.14K	3	0.1%	Increased
970	IC IKOS CIF Limassol, Cyprus	$111K	-$39.8K	1	0.35%	Reduced
971	PAS Partnervest Advisory Services Santa Barbara, California	$109K	-$9.39K	5	0.05%	Reduced
972	LBG Lloyds Banking Group London, United Kingdom	$106K	-$7.09M	2	0.03%	Reduced
973	FQ First Quadrant Glendale, California	$98K	-$4.7M	4	0%	Reduced
974	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$91K	-$1.71M	1	0.02%	Reduced
975	MAM Mizuho Asset Management Tokyo, Japan	$91K	+$24.1K	3	0.02%	Increased