← 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	Brookstone Capital Management Wheaton, Illinois	$36K	+$23.8K	3	0.01%	Increased
1002	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$35K	+$36.8K	4	0.02%	New
1003	JFA JNBA Financial Advisors Bloomington, Minnesota	$33K	$0	2	0.01%	Maintained
1004	VanEck Associates New York	$33K	+$5.33K	1	0%	Increased
1005	PCTC Perkins Coie Trust Company Seattle, Washington	$32K	$0	1	0.03%	Maintained
1006	PSI Pinnacle Summer Investments Fairfax, Virginia	$32K	+$10.2K	3	0.01%	Increased
1007	GAM Gemmer Asset Management Walnut Creek, California	$31K	$0	4	0.02%	Maintained
1008	Blackhill Capital Morristown, New Jersey	$30K	$0	1	0%	Maintained
1009	QAM QCI Asset Management Pittsford, New York	$30K	-$2.15K	1	0%	Reduced
1010	WA WealthTrust-Arizona Scottsdale, Arizona	$30K	$0	1	0.02%	Maintained
1011	BCM Blume Capital Management Berkeley, California	$29K	$0	1	0.02%	Maintained
1012	Edmond de Rothschild Holding Chambesy, Switzerland	$27K	$0	1	0%	Maintained
1013	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$27K	$0	1	0.01%	Maintained
1014	CHP Cable Hill Partners Portland, Oregon	$25K	$0	3	0.02%	Maintained
1015	NCMG NCM Capital Management Group Durham, North Carolina	$25K	-$19.4K	1	0.31%	Reduced
1016	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$24K	+$18.1K	3	0.02%	Increased
1017	DAM Delta Asset Management Memphis, Tennessee	$23K	$0	1	0%	Maintained
1018	Frontier Capital Management Boston, Massachusetts	$21K	$0	1	0%	Maintained
1019	1832 Asset Management Toronto, Ontario, Canada	$20K	+$21.6K	1	0%	New
1020	MCA Mercer Capital Advisers Little Silver, New Jersey	$20K	$0	1	0.02%	Maintained
1021	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$19.2K	$0	1	0.01%	Maintained
1022	ARMC American Research & Management Company Marion, Massachusetts	$19K	+$20.5K	1	0.01%	New
1023	SMG Spectrum Management Group Indianapolis, Indiana	$18K	$0	1	0.01%	Maintained
1024	HR Howe & Rusling Rochester, New York	$17K	+$388	2	0%	Increased
1025	TSU TD Securities (USA) New York	$17K	-$12.8M	2	0.16%	Reduced