← 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
1026	Picton Mahoney Asset Management Toronto, Ontario, Canada	$47K	-$31.4K	1	0%	Reduced
1027	BPBT Boston Private Bank & Trust Boston, Massachusetts	$45K	+$20.8K	3	0%	Increased
1028	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$44K	$0	1	0.02%	Maintained
1029	TDC Thompson Davis & Co Richmond, Virginia	$43K	+$41.8K	2	0.06%	New
1030	WA WealthTrust-Arizona Scottsdale, Arizona	$41K	-$17K	2	0.05%	Reduced
1031	FM Forward Management San Francisco, California	$40K	-$522K	1	0%	Reduced
1032	TCM Tradewinds Capital Management Bellingham, Washington	$39K	+$37.4K	2	0.03%	New
1033	ACM Antonetti Capital Management Naples, Florida	$34K	-$54.6K	1	0.03%	Reduced
1034	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$34K	$0	1	0.03%	Maintained
1035	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$33K	$0	1	0%	Maintained
1036	QAM QCI Asset Management Pittsford, New York	$30K	$0	1	0%	Maintained
1037	Blackhill Capital Morristown, New Jersey	$29K	$0	1	0%	Maintained
1038	CCS Crosspoint Capital Strategies Orinda, California	$29K	+$28.6K	2	0.01%	New
1039	Evercore Wealth Management New York	$28K	-$14.1K	1	0%	Reduced
1040	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$28K	$0	1	0.02%	Maintained
1041	PCTC Perkins Coie Trust Company Seattle, Washington	$27K	+$25.7K	1	0.03%	New
1042	FBT Founders Bank & Trust Grand Rapids, Michigan	$24K	$0	1	0.01%	Maintained
1043	LNB Ledyard National Bank	$24K	+$22.2K	2	0%	New
1044	M MOTCO San Antonio, Texas	$23K	$0	2	0%	Maintained
1045	SSG Summit Securities Group New York	$20K	+$19.3K	1	0%	New
1046	DAM Delta Asset Management Memphis, Tennessee	$19K	$0	1	0%	Maintained
1047	Bartlett & Co Cincinnati, Ohio	$17K	-$1K	1	0%	Reduced
1048	SMG Spectrum Management Group Indianapolis, Indiana	$17K	+$16.9K	1	0.01%	New
1049	AP Advisors Preferred Rockville, Maryland	$16K	+$14.3K	1	0.01%	New
1050	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$15K	$0	2	0.02%	Maintained