← 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	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$105K	+$18K	3	0.05%	Increased
1027	DBT Dubuque Bank & Trust Dubuque, Iowa	$104K	$0	1	0.02%	Maintained
1028	BAM Barrett Asset Management New York	$100K	$0	2	0.01%	Maintained
1029	WIA Westbourne Investment Advisors Annapolis, Maryland	$100K	+$96.2K	1	0.09%	New
1030	ClearBridge Investments New York	$99K	+$535	1	0%	Increased
1031	JSAM J. Safra Asset Management New York	$99K	-$1.49M	2	0.16%	Reduced
1032	CFA Carroll Financial Associates Charlotte, North Carolina	$96K	+$3.04K	3	0.02%	Increased
1033	SIM Sonora Investment Management Tucson, Arizona	$95.7K	$0	3	0.02%	Maintained
1034	VCM Versant Capital Management Phoenix, Arizona	$94K	-$798	6	0.06%	Reduced
1035	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$88K	$0	1	0.04%	Maintained
1036	VanEck Associates New York	$88K	+$19.5K	1	0%	Increased
1037	Mizuho Securities USA New York	$87K	-$444K	1	0.01%	Reduced
1038	WI Wintrust Investments Chicago, Illinois	$86K	+$279K	1	0.17%	New
1039	SBA Seven Bridges Advisors New York	$83K	-$54.3K	1	0.07%	Reduced
1040	Evercore Wealth Management New York	$81K	+$64.9K	2	0%	Increased
1041	MRCM M&R Capital Management Summit, New Jersey	$81K	+$79.4K	1	0.02%	New
1042	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$79K	-$543K	1	0.02%	Reduced
1043	RP Raiff Partners New York	$77K	-$2.76M	1	0.22%	Reduced
1044	HFM Hartford Financial Management Hartford, Connecticut	$73K	$0	2	0.04%	Maintained
1045	Perceptive Advisors New York	$73K	$0	1	0.01%	Maintained
1046	KT Kanaly Trust Houston, Texas	$71K	-$1.91K	3	0.01%	Reduced
1047	NYLT New York Life Trust New York	$71K	+$47.3K	1	0.34%	Increased
1048	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$71K	+$1.76K	2	0.04%	Increased
1049	PCP Proficio Capital Partners Newton, Massachusetts	$70K	+$18.2K	5	0.04%	Increased
1050	Perigon Wealth Management San Francisco, California	$68K	+$5.89K	2	0.02%	Increased