← 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	QS Batterymarch Financial Management New York	$13K	-$600K	1	0%	Reduced
1027	Colony Group Boston, Massachusetts	$11K	-$44.6K	1	0%	Reduced
1028	KPCM Kings Point Capital Management Great Neck, New York	$10K	+$10.2K	1	0%	New
1029	VCM Vigilant Capital Management Portland, Maine	$10K	+$262	1	0%	Increased
1030	ECM Exchange Capital Management Ann Arbor, Michigan	$9K	$0	1	0%	Maintained
1031	HR Howe & Rusling Rochester, New York	$9K	-$209	2	0%	Reduced
1032	LNB Ledyard National Bank	$9K	$0	2	0%	Maintained
1033	Pathstone Family Office Englewood, New Jersey	$9K	+$8.69K	1	0.03%	New
1034	SignatureFD Atlanta, Georgia	$9K	+$4.68K	2	0%	Increased
1035	AP Advisors Preferred Rockville, Maryland	$8.85K	-$30.8K	1	0%	Reduced
1036	CBT Central Bank & Trust Lexington, Kentucky	$7K	$0	1	0%	Maintained
1037	LWM LBA Wealth Management Jacksonville, Florida	$7K	$0	1	0.01%	Maintained
1038	BPBT Boston Private Bank & Trust Boston, Massachusetts	$6K	-$17K	2	0%	Reduced
1039	CA CapWealth Advisors Franklin, Tennessee	$6K	-$3.12K	1	0%	Reduced
1040	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$6K	$0	1	0.02%	Maintained
1041	FWM Focused Wealth Management Newburgh, New York	$6K	+$6.22K	1	0%	New
1042	HPBT High Point Bank & Trust High Point, North Carolina	$6K	$0	1	0%	Maintained
1043	HF Hoxton Financial Shepherdstown, West Virginia	$6K	-$1K	1	0%	Reduced
1044	FA Financial Advantage Columbia, Maryland	$5K	$0	1	0%	Maintained
1045	NYLT New York Life Trust New York	$5K	-$56.7K	1	0.02%	Reduced
1046	RNS Robert N. Shapiro	$5K	-$99.8K	1	0%	Reduced
1047	SJIM St. Johns Investment Management Jacksonville, Florida	$5K	$0	1	0%	Maintained
1048	VIA Vantage Investment Advisors State College, Pennsylvania	$5K	$0	1	0%	Maintained
1049	AC Alexandria Capital Arlington, Virginia	$4K	$0	1	0%	Maintained
1050	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$4K	$0	1	0%	Maintained