← 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	CFSG Community Financial Services Group Newport, Vermont	$47K	$0	1	0.02%	Maintained
1002	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$47K	$0	1	0.02%	Maintained
1003	SEC Seven Eight Capital New York	$47K	+$44.2K	2	0.08%	New
1004	TCM Tradewinds Capital Management Bellingham, Washington	$42K	$0	2	0.03%	Maintained
1005	CHP Cable Hill Partners Portland, Oregon	$41K	+$42.6K	3	0.04%	New
1006	TDC Thompson Davis & Co Richmond, Virginia	$41K	-$95.9K	2	0.05%	Reduced
1007	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$40.1K	+$39.9K	1	0.03%	New
1008	AP Atwood & Palmer Kansas City, Missouri	$39K	$0	2	0.01%	Maintained
1009	NIMI Natixis Investment Managers International Paris, France	$39K	+$36.5K	1	0.01%	New
1010	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$38K	+$37.6K	1	0.03%	New
1011	BRWM B. Riley Wealth Management Memphis, Tennessee	$37K	$0	2	0.03%	Maintained
1012	CAM CMT Asset Management Chicago, Illinois	$37K	+$1.41K	1	0%	Increased
1013	Frontier Capital Management Boston, Massachusetts	$37K	$0	1	0%	Maintained
1014	GAM Gemmer Asset Management Walnut Creek, California	$37K	$0	4	0.03%	Maintained
1015	MCM Marathon Capital Management Hunt Valley, Maryland	$37K	-$50.4K	1	0.03%	Reduced
1016	NYLT New York Life Trust New York	$37K	+$35.4K	1	0.15%	New
1017	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$36K	$0	1	0.02%	Maintained
1018	ZTNA Zions Trust National Association Salt Lake City, Utah	$36K	$0	1	0.05%	Maintained
1019	Evercore Wealth Management New York	$35K	$0	1	0%	Maintained
1020	JFA JNBA Financial Advisors Bloomington, Minnesota	$33K	$0	3	0.01%	Maintained
1021	KT Kanaly Trust Houston, Texas	$33K	+$1.94K	3	0.01%	Increased
1022	BCM Blume Capital Management Berkeley, California	$30K	+$30.1K	1	0.02%	New
1023	PCTC Perkins Coie Trust Company Seattle, Washington	$29K	-$9K	1	0.02%	Reduced
1024	QAM QCI Asset Management Pittsford, New York	$29K	$0	1	0%	Maintained
1025	Blackhill Capital Morristown, New Jersey	$28K	$0	1	0%	Maintained