← 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
Evercore Wealth Management
Evercore Wealth Management
New York
$23K -$75.1K 1 0% Reduced
1052
Frontier Capital Management
Frontier Capital Management
Massachusetts
$23K -$16.8K 1 0% Reduced
1053
MCA
Mercer Capital Advisers
New Jersey
$22K $0 1 0.02% Maintained
1054
PSI
Pinnacle Summer Investments
Virginia
$22K -$10K 2 0% Reduced
1055
CFA
CT Financial Advisors
Pennsylvania
$21.1K $0 1 0.01% Maintained
1056
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$18K +$4.57K 2 0% Increased
1057
HR
Howe & Rusling
New York
$18K +$14.5K 2 0% Increased
1058
SMG
Spectrum Management Group
Indiana
$18K $0 1 0.01% Maintained
1059
DIA
Davidson Investment Advisors
Montana
$16K +$17.1K 1 0% New
1060
IWMPD
Integrated Wealth Management (Palm Desert)
California
$16K -$3K 3 0.01% Reduced
1061
GWA
Genesis Wealth Advisors
Massachusetts
$15.9K $0 1 0.01% Maintained
1062
Brookstone Capital Management
Brookstone Capital Management
Illinois
$14K +$14K 2 0% New
1063
Bartlett & Co
Bartlett & Co
Ohio
$13K $0 1 0% Maintained
1064
SIG
Stanford Investment Group
California
$13K $0 1 0.01% Maintained
1065
BCA
Bray Capital Advisors
Florida
$12K +$12.8K 1 0.01% New
1066
KPCM
Kings Point Capital Management
New York
$12K $0 1 0% Maintained
1067
AIM
Advantage Investment Management
Iowa
$11K $0 1 0.01% Maintained
1068
ANBT
American National Bank & Trust
Texas
$11K +$8.09K 1 0% Increased
1069
Gradient Investments
Gradient Investments
Minnesota
$11K +$9.52K 1 0% New
1070
LNB
Ledyard National Bank
$11K $0 2 0% Maintained
1071
PSC
Prentiss Smith & Co
Vermont
$11K +$4.27K 2 0.01% Increased
1072
VCM
Vigilant Capital Management
Maine
$11K -$46 1 0% Reduced
1073
ACS
Archford Capital Strategies
Illinois
$10K $0 2 0.01% Maintained
1074
FMA
FNY Managed Accounts
New York
$9.72K -$6.85K 1 0.01% Reduced
1075
CA
CapWealth Advisors
Tennessee
$9K $0 1 0% Maintained