← 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
976	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$89K	$0	1	0.07%	Maintained
977	PO Private Ocean San Rafael, California	$89K	$0	1	0.07%	Maintained
978	BAM Barrett Asset Management New York	$83K	+$74.3K	2	0.01%	Increased
979	TF Tompkins Financial Ithaca, New York	$80K	$0	3	0.02%	Maintained
980	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$79K	+$4.38K	2	0.01%	Increased
981	Bartlett & Co Cincinnati, Ohio	$76K	-$16K	1	0%	Reduced
982	SSB Sandy Spring Bank Olney, Maryland	$76K	-$5K	2	0.01%	Reduced
983	CFA Camarda Financial Advisors Fleming Island, Florida	$75K	+$71.8K	1	0.05%	New
984	WEC Winslow Evans & Crocker Boston, Massachusetts	$72.2K	-$994	5	0.02%	Reduced
985	NES New England Securities New York	$68K	+$8.12K	5	0.02%	Increased
986	FCCM First City Capital Management Savannah, Georgia	$65.3K	+$3.21K	3	0.05%	Increased
987	Brinker Capital Investments Berwyn, Pennsylvania	$61K	-$107K	1	0%	Reduced
988	TCI Wealth Advisors Tucson, Arizona	$60K	$0	1	0.04%	Maintained
989	Meag Munich Ergo Munich, Germany	$59K	$0	1	0%	Maintained
990	AP Atwood & Palmer Kansas City, Missouri	$53K	+$53.1K	2	0.01%	New
991	CAM Columbia Asset Management Ann Arbor, Michigan	$51K	+$53.9K	1	0.02%	New
992	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$51K	-$183K	1	0.01%	Reduced
993	FMT First Mercantile Trust Cordova, Tennessee	$46K	+$3.51K	1	0%	Increased
994	HFM Hartford Financial Management Hartford, Connecticut	$46K	+$5.67K	2	0.03%	Increased
995	GSC Ground Swell Capital Folly Beach, South Carolina	$42K	+$42.9K	3	0.08%	New
996	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$41K	-$11.9K	5	0.02%	Reduced
997	BAM Brave Asset Management Summit, New Jersey	$40K	$0	1	0.03%	Maintained
998	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$39K	$0	1	0.02%	Maintained
999	TDC Thompson Davis & Co Richmond, Virginia	$39K	+$137	2	0.06%	Increased
1000	CFSG Community Financial Services Group Newport, Vermont	$38K	+$24.9K	1	0.02%	Increased