← 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	BAM Barrett Asset Management New York	$80K	$0	2	0.01%	Maintained
977	KCPG Kavar Capital Partners Group Leawood, Kansas	$75K	-$498K	1	0.05%	Reduced
978	SIM Sonora Investment Management Tucson, Arizona	$74K	+$77.8K	3	0.02%	New
979	WEC Winslow Evans & Crocker Boston, Massachusetts	$73.2K	$0	3	0.02%	Maintained
980	SGAM Smith Group Asset Management Dallas, Texas	$73K	+$41.3K	2	0%	Increased
981	HFM Hartford Financial Management Hartford, Connecticut	$62K	$0	2	0.04%	Maintained
982	NYLT New York Life Trust New York	$62K	+$65.7K	1	0.28%	New
983	FIB First Interstate Bank Billings, Montana	$60K	+$63.1K	2	0.01%	New
984	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$56K	-$79.3K	2	0.04%	Reduced
985	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$53K	$0	1	0.03%	Maintained
986	WTB Washington Trust Bank Spokane, Washington	$53K	-$74K	2	0.01%	Reduced
987	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$53K	-$1.99K	3	0.04%	Reduced
988	CFA Carroll Financial Associates Charlotte, North Carolina	$49K	+$8.39K	3	0.01%	Increased
989	FMA FNY Managed Accounts New York	$47K	+$35.3K	3	0.13%	Increased
990	TCM Tradewinds Capital Management Bellingham, Washington	$47K	$0	2	0.04%	Maintained
991	AP Atwood & Palmer Kansas City, Missouri	$46K	-$4K	2	0.01%	Reduced
992	RBC Roble Belko & Company Sewickley, Pennsylvania	$46K	-$1K	1	0.03%	Reduced
993	Hillsdale Investment Management Toronto, Ontario, Canada	$45K	-$99.2K	1	0.02%	Reduced
994	Benjamin F. Edwards & Company St. Louis, Missouri	$44K	-$11.4K	1	0.01%	Reduced
995	ZB Zions Bancorporation Salt Lake City, Utah	$43K	-$2.35K	2	0.01%	Reduced
996	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$41K	$0	1	0.02%	Maintained
997	Mondrian Investment Partners London, United Kingdom	$41K	$0	1	0%	Maintained
998	People's United Financial Bridgeport, Connecticut	$41K	-$230K	2	0%	Reduced
999	VFA Virtus Fund Advisers Hartford, Connecticut	$40K	$0	3	0%	Maintained
1000	PineBridge Investments New York	$39K	+$4.05K	1	0%	Increased