← 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	PCP Proficio Capital Partners Newton, Massachusetts	$60K	-$8.6K	5	0.03%	Reduced
1077	First Horizon Advisors Memphis, Tennessee	$57K	+$2.37K	2	0.01%	Increased
1078	HR Howe & Rusling Rochester, New York	$56K	+$31.8K	3	0.01%	Increased
1079	ACS Archford Capital Strategies Swansea, Illinois	$51K	$0	2	0.02%	Maintained
1080	CIM Contravisory Investment Management Norwell, Massachusetts	$51K	+$16.2K	1	0.02%	Increased
1081	WA WealthTrust-Arizona Scottsdale, Arizona	$49K	+$15.8K	1	0.03%	Increased
1082	FPFS First Personal Financial Services Charlotte, North Carolina	$48K	+$2.8K	2	0.01%	Increased
1083	Mondrian Investment Partners London, United Kingdom	$47K	$0	1	0%	Maintained
1084	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$45K	$0	1	0.02%	Maintained
1085	TDC Thompson Davis & Co Richmond, Virginia	$45K	-$5.87K	2	0.08%	Reduced
1086	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$42K	-$10.3K	3	0.02%	Reduced
1087	Benjamin F. Edwards & Company St. Louis, Missouri	$41K	+$1.26K	1	0.01%	Increased
1088	GAM Gemmer Asset Management Walnut Creek, California	$41K	-$1.44K	4	0.02%	Reduced
1089	ZB Zions Bancorporation Salt Lake City, Utah	$41K	+$11.1K	2	0.01%	Increased
1090	DVM Dreman Value Management West Palm Beach, Florida	$38K	$0	1	0.02%	Maintained
1091	LCM Liberty Capital Management Birmingham, Michigan	$38K	+$36.6K	1	0.02%	New
1092	PCTC Perkins Coie Trust Company Seattle, Washington	$38K	$0	1	0.02%	Maintained
1093	WOC West Oak Capital Westlake Village, California	$37.5K	+$6.57K	1	0.03%	Increased
1094	HCM Herndon Capital Management Atlanta, Georgia	$37K	-$832K	3	0%	Reduced
1095	Blackhill Capital Morristown, New Jersey	$36K	$0	1	0.01%	Maintained
1096	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$35K	+$20.5K	3	0.03%	Increased
1097	QAM QCI Asset Management Pittsford, New York	$35K	$0	1	0%	Maintained
1098	CYG Clean Yield Group Norwich, Vermont	$34K	+$8.15K	1	0.01%	Increased
1099	Evercore Wealth Management New York	$34K	-$46.1K	2	0%	Reduced
1100	BAM Brave Asset Management Summit, New Jersey	$33K	+$27.5K	1	0.02%	Increased