← 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
1101	CAL Capital Advisors Ltd Shaker Heights, Ohio	$33K	+$35.2K	1	0.01%	New
1102	EMG ETF Managers Group Summit, New Jersey	$33K	+$34.5K	1	0.07%	New
1103	VCM Vigilant Capital Management Portland, Maine	$30K	$0	1	0.01%	Maintained
1104	NYLT New York Life Trust New York	$28K	-$46.5K	1	0.14%	Reduced
1105	TF Tompkins Financial Ithaca, New York	$28K	$0	1	0.01%	Maintained
1106	ED Exane Derivatives Paris, France	$27.2K	+$1.29K	1	0%	Increased
1107	DAM Delta Asset Management Memphis, Tennessee	$27K	$0	1	0%	Maintained
1108	WIC Woodmont Investment Counsel Nashville, Tennessee	$25K	+$25.8K	2	0.01%	New
1109	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$25K	$0	1	0.03%	Maintained
1110	Allworth Financial Folsom, California	$24K	+$8.76K	3	0%	Increased
1111	AP Atwood & Palmer Kansas City, Missouri	$24K	$0	1	0%	Maintained
1112	CHP Cable Hill Partners Portland, Oregon	$24K	+$5.49K	3	0.02%	Increased
1113	MCA Mercer Capital Advisers Little Silver, New Jersey	$24K	$0	1	0.02%	Maintained
1114	RWA Ropes Wealth Advisors Boston, Massachusetts	$24K	$0	1	0.01%	Maintained
1115	PMFA Plante Moran Financial Advisors Southfield, Michigan	$23K	+$1.45K	3	0.02%	Increased
1116	NCMG NCM Capital Management Group Durham, North Carolina	$21K	$0	1	0.25%	Maintained
1117	PAM Paradigm Asset Management New York	$20.6K	-$411K	1	0%	Reduced
1118	Brinker Capital Investments Berwyn, Pennsylvania	$20K	-$711K	2	0%	Reduced
1119	SBL Sargent Bickham Lagudis Boulder, Colorado	$19K	-$32.3K	2	0%	Reduced
1120	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$17.5K	$0	1	0.01%	Maintained
1121	Frontier Capital Management Boston, Massachusetts	$17K	$0	1	0%	Maintained
1122	Gradient Investments Arden Hills, Minnesota	$17K	$0	1	0%	Maintained
1123	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$17K	$0	4	0.01%	Maintained
1124	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$16K	+$15.7K	2	0%	New
1125	Advisory Services Network Atlanta, Georgia	$15K	-$2K	3	0%	Reduced