← 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	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$44K	$0	2	0.02%	Maintained
1052	Balentine LLC Atlanta, Georgia	$41K	$0	1	0%	Maintained
1053	ECM Estabrook Capital Management New York	$41K	$0	1	0.01%	Maintained
1054	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$39K	$0	4	0.03%	Maintained
1055	PCTC Perkins Coie Trust Company Seattle, Washington	$39K	$0	2	0.02%	Maintained
1056	Blackhill Capital Morristown, New Jersey	$38K	$0	1	0.01%	Maintained
1057	CCM Cribstone Capital Management Augusta, Maine	$38K	+$12.9K	2	0.02%	Increased
1058	ED Exane Derivatives Paris, France	$35.1K	+$2.07K	2	0.01%	Increased
1059	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$35K	-$7.34K	4	0.03%	Reduced
1060	DVM Dreman Value Management West Palm Beach, Florida	$34K	$0	2	0.02%	Maintained
1061	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$34K	+$5.06K	2	0.01%	Increased
1062	QAM QCI Asset Management Pittsford, New York	$34K	-$987	2	0%	Reduced
1063	TG TLP Group Evanston, Illinois	$34K	+$26.7K	4	0.02%	Increased
1064	TF Tompkins Financial Ithaca, New York	$33K	+$4.21K	3	0.01%	Increased
1065	JFA JNBA Financial Advisors Bloomington, Minnesota	$32K	$0	2	0.01%	Maintained
1066	LCM Liberty Capital Management Birmingham, Michigan	$32K	$0	2	0.02%	Maintained
1067	WOC West Oak Capital Westlake Village, California	$31.1K	+$917	1	0.02%	Increased
1068	IP Intellectus Partners San Francisco, California	$31K	-$10.2K	1	0.01%	Reduced
1069	RWA Ropes Wealth Advisors Boston, Massachusetts	$31K	+$21K	3	0.01%	Increased
1070	DAM Delta Asset Management Memphis, Tennessee	$30K	$0	3	0%	Maintained
1071	WAS WESPAC Advisors SoCal Pasadena, California	$30K	$0	1	0.02%	Maintained
1072	MI Markston International White Plains, New York	$29K	+$10.1K	1	0%	Increased
1073	PHK Point72 Hong Kong Hong Kong	$29K	-$2.6K	2	0.02%	Reduced
1074	CBT Capital Bank & Trust Irvine, California	$28K	-$74.8K	1	0%	Reduced
1075	Bartlett & Co Cincinnati, Ohio	$27K	$0	1	0%	Maintained