← 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	WhitTier Trust Company Reno, Nevada	$286K	-$33.9K	4	0.02%	Reduced
1002	CS Comerica Securities Detroit, Michigan	$279K	-$1.77M	1	0.03%	Reduced
1003	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$277K	+$428K	1	0.08%	New
1004	DMK David M. Knott	$277K	$0	1	0.11%	Maintained
1005	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$273K	+$10.7K	1	0.13%	Increased
1006	RIM Regent Investment Management Louisville, Kentucky	$270K	-$5.04K	1	0.09%	Reduced
1007	CAM Cypress Asset Management Houston, Texas	$266K	-$41.3K	1	0.09%	Reduced
1008	UMB Bank Kansas City, Missouri	$265K	+$35.6K	1	0.01%	Increased
1009	BOS Bank of Stockton Stockton, California	$264K	-$4.58K	1	0.14%	Reduced
1010	CA Calton & Associates Tampa, Florida	$263K	+$261K	1	0.08%	New
1011	CC Cadinha & Co Honolulu, Hawaii	$261K	$0	1	0.05%	Maintained
1012	Obermeyer Wealth Partners Aspen, Colorado	$261K	-$14.9K	1	0.02%	Reduced
1013	Bragg Financial Advisors Charlotte, North Carolina	$260K	+$4.17K	1	0.03%	Increased
1014	BA Boston Advisors Boston, Massachusetts	$259K	-$1.17M	1	0.01%	Reduced
1015	BAM Boyar Asset Management New York	$256K	+$18.6K	1	0.19%	Increased
1016	FA FCG Advisors Chatham, New Jersey	$256K	+$212K	1	0.08%	New
1017	PCG Private Capital Group West Hartford, Connecticut	$254K	+$48.7K	5	0.05%	Increased
1018	AIM Anchor Investment Management Columbia, South Carolina	$253K	-$2.05K	3	0.06%	Reduced
1019	Cetera Advisors Denver, Colorado	$253K	-$267K	1	0.01%	Reduced
1020	RFA Reilly Financial Advisors La Mesa, California	$253K	$0	3	0.03%	Maintained
1021	RT Rockland Trust Hanover, Massachusetts	$252K	-$6.5K	1	0.03%	Reduced
1022	EIP Easterly Investment Partners Beverly, Massachusetts	$251K	+$208K	1	0.01%	New
1023	Ancora Advisors Cleveland, Ohio	$250K	-$11.5K	1	0.01%	Reduced
1024	ACP Ashfield Capital Partners San Francisco, California	$250K	+$256K	1	0.03%	New
1025	C Cerebellum San Francisco, California	$250K	-$542K	1	0.22%	Reduced