← 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
1076	CL CSS LLC Chicago, Illinois	$35K	+$35.9K	1	0%	New
1077	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$35K	+$25K	3	0%	Increased
1078	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$35K	-$2.5K	2	0.03%	Reduced
1079	WA WealthTrust-Arizona Scottsdale, Arizona	$34K	$0	1	0.02%	Maintained
1080	ZB Zions Bancorporation Salt Lake City, Utah	$34K	-$10.7K	2	0.01%	Reduced
1081	WOC West Oak Capital Westlake Village, California	$31.2K	+$29.9K	1	0.02%	New
1082	VCM Vigilant Capital Management Portland, Maine	$30K	-$12K	1	0.01%	Reduced
1083	Edmond de Rothschild Holding Chambesy, Switzerland	$29K	$0	1	0%	Maintained
1084	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$29K	$0	1	0.01%	Maintained
1085	TF Tompkins Financial Ithaca, New York	$29K	-$5.03K	1	0.01%	Reduced
1086	DAM Delta Asset Management Memphis, Tennessee	$27K	$0	1	0%	Maintained
1087	ED Exane Derivatives Paris, France	$26.2K	+$25.1K	1	0%	New
1088	CYG Clean Yield Group Norwich, Vermont	$26K	$0	1	0.01%	Maintained
1089	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$25.3K	+$15.1K	1	0.03%	Increased
1090	Loomis, Sayles & Company Boston, Massachusetts	$25K	+$7.17K	4	0%	Increased
1091	NCMG NCM Capital Management Group Durham, North Carolina	$25K	-$1.89K	1	0.3%	Reduced
1092	RWA Ropes Wealth Advisors Boston, Massachusetts	$25K	-$3.49K	1	0.01%	Reduced
1093	AP Atwood & Palmer Kansas City, Missouri	$24K	$0	1	0%	Maintained
1094	HR Howe & Rusling Rochester, New York	$24K	-$24.5K	3	0.01%	Reduced
1095	MCA Mercer Capital Advisers Little Silver, New Jersey	$24K	$0	1	0.02%	Maintained
1096	PMFA Plante Moran Financial Advisors Southfield, Michigan	$24K	$0	3	0.02%	Maintained
1097	CHP Cable Hill Partners Portland, Oregon	$21K	$0	2	0.02%	Maintained
1098	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$20.5K	$0	1	0.01%	Maintained
1099	Frontier Capital Management Boston, Massachusetts	$20K	$0	1	0%	Maintained
1100	Advisory Services Network Atlanta, Georgia	$18K	+$7.56K	4	0%	Increased