← 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
1001	TDC Thompson Davis & Co Richmond, Virginia	$39K	-$6.64K	2	0.06%	Reduced
1002	WA WealthTrust-Arizona Scottsdale, Arizona	$39K	$0	2	0.04%	Maintained
1003	TCM Tradewinds Capital Management Bellingham, Washington	$36K	-$21	2	0.03%	Reduced
1004	Frontier Capital Management Boston, Massachusetts	$34K	+$32.8K	1	0%	New
1005	GAM Gemmer Asset Management Walnut Creek, California	$31K	+$32.1K	4	0.02%	New
1006	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$31K	$0	1	0.02%	Maintained
1007	QAM QCI Asset Management Pittsford, New York	$28K	$0	1	0%	Maintained
1008	Blackhill Capital Morristown, New Jersey	$27K	-$788	1	0%	Reduced
1009	Evercore Wealth Management New York	$27K	+$624	1	0%	Increased
1010	PCTC Perkins Coie Trust Company Seattle, Washington	$25K	$0	1	0.02%	Maintained
1011	TF Trutina Financial Bellevue, Washington	$24K	+$24.2K	2	0.02%	New
1012	BPBT Boston Private Bank & Trust Boston, Massachusetts	$23K	-$21.5K	3	0%	Reduced
1013	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$21.5K	+$17.6K	1	0.01%	New
1014	KT Kanaly Trust Houston, Texas	$21K	+$20.3K	1	0%	New
1015	Benjamin F. Edwards & Company St. Louis, Missouri	$19K	-$120K	1	0.01%	Reduced
1016	DAM Delta Asset Management Memphis, Tennessee	$18K	$0	1	0%	Maintained
1017	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$16K	+$15.3K	1	0.04%	New
1018	SMG Spectrum Management Group Indianapolis, Indiana	$16K	$0	1	0.01%	Maintained
1019	CFSG Community Financial Services Group Newport, Vermont	$15K	+$18.7K	1	0.01%	New
1020	SGAM Smith Group Asset Management Dallas, Texas	$15K	-$47.2M	1	0%	Reduced
1021	ACM Axel Capital Management New York	$14K	$0	1	0.03%	Maintained
1022	CFA Carroll Financial Associates Charlotte, North Carolina	$14K	+$9.03K	2	0%	Increased
1023	Atlantic Union Bankshares Glen Allen, Virginia	$12K	+$12.3K	1	0.01%	New
1024	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$10K	$0	1	0.01%	Maintained
1025	VCM Vigilant Capital Management Portland, Maine	$10K	-$270	1	0%	Reduced