← 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
1051	CFS Community Financial System Syracuse, New York	$3K	$0	1	0%	Maintained
1052	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	-$2.45K	1	0%	Reduced
1053	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$3K	$0	1	0%	Maintained
1054	HI Hudock Inc Williamsport, Pennsylvania	$3K	$0	1	0%	Maintained
1055	CAM ClariVest Asset Management San Diego, California	$2K	$0	1	0%	Maintained
1056	JIC Joel Isaacson & Co New York	$2K	+$24	1	0%	Increased
1057	LWA Lenox Wealth Advisors New York	$2K	-$2.14K	1	0%	Reduced
1058	TCCM Timber Creek Capital Management Boston, Massachusetts	$2K	+$2.68K	1	0%	New
1059	LFR Lehman Financial Resources Media, Pennsylvania	$1K	$0	1	0%	Maintained
1060	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$226K	0	–	Closed
1061	AIM Acuity Investment Management Toronto, Ontario, Canada	$0	-$134K	0	–	Closed
1062	AP Alydar Partners Boston, Massachusetts	$0	-$859K	0	–	Closed
1063	ANB Amarillo National Bank Amarillo, Texas	$0	-$576K	0	–	Closed
1064	ACM Antonetti Capital Management Naples, Florida	$0	-$6K	0	–	Closed
1065	AssetMark Inc Concord, California	$0	$0	1	0%	Maintained
1066	Atlantic Union Bankshares Glen Allen, Virginia	$0	-$12K	0	–	Closed
1067	BPCM Beach Point Capital Management Santa Monica, California	$0	-$17.2M	0	–	Closed
1068	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$7.55M	0	–	Closed
1069	Burgundy Asset Management Toronto, Ontario, Canada	$0	-$21.6M	0	–	Closed
1070	Cambiar Investors Denver, Colorado	$0	-$99.4M	0	–	Closed
1071	CC Cannell Capital Alta, Wyoming	$0	-$4.55M	0	–	Closed
1072	Capital International Investors Los Angeles, California	$0	-$35.4M	0	–	Closed
1073	CD Carl Domino West Palm Beach, Florida	$0	-$2.34M	0	–	Closed
1074	Caxton Associates (New York) New York	$0	-$2.41M	0	–	Closed
1075	CVM Cheviot Value Management Beverly Hills, California	$0	-$713K	0	–	Closed