← 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	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$41K	-$2.15K	4	0.02%	Reduced
1102	Blackhill Capital Morristown, New Jersey	$39K	$0	1	0.01%	Maintained
1103	QAM QCI Asset Management Pittsford, New York	$39K	+$491	2	0.01%	Increased
1104	ZB Zions Bancorporation Salt Lake City, Utah	$38K	-$6.03K	4	0.01%	Reduced
1105	WOC West Oak Capital Westlake Village, California	$35.4K	-$4.75K	1	0.02%	Reduced
1106	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$35K	-$236	4	0.03%	Reduced
1107	Harvest Fund Management Beijing, China	$34K	+$32K	1	0.01%	New
1108	VCM Vigilant Capital Management Portland, Maine	$33K	+$466	2	0.01%	Increased
1109	CFA Camarda Financial Advisors Fleming Island, Florida	$32K	+$30.1K	2	0.02%	New
1110	TF Tompkins Financial Ithaca, New York	$32K	+$428	2	0.01%	Increased
1111	WAS WESPAC Advisors SoCal Pasadena, California	$31.5K	+$29.7K	1	0.02%	New
1112	ED Exane Derivatives Paris, France	$31K	+$1.32K	2	0.01%	Increased
1113	LCM Liberty Capital Management Birmingham, Michigan	$31K	-$8.45K	1	0.02%	Reduced
1114	IDBONY Israel Discount Bank of New York New York	$30K	+$28.6K	1	0.03%	New
1115	WPA West Paces Advisors Atlanta, Georgia	$29.6K	+$28.1K	3	0.03%	New
1116	DAM Delta Asset Management Memphis, Tennessee	$29K	+$389	2	0%	Increased
1117	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$27.7K	+$357	2	0.03%	Increased
1118	WIM Westside Investment Management Santa Monica, California	$27K	+$25.9K	3	0.02%	New
1119	MCA Mercer Capital Advisers Little Silver, New Jersey	$26K	+$315	2	0.02%	Increased
1120	OFW Omnia Family Wealth Aventura, Florida	$25K	+$24.2K	5	0.01%	New
1121	CHP Cable Hill Partners Portland, Oregon	$23K	-$1.27K	3	0.01%	Reduced
1122	Lazard Asset Management New York	$20K	-$4.61M	1	0%	Reduced
1123	Empirical Finance Havertown, Pennsylvania	$18K	+$14.8K	3	0.01%	New
1124	Gradient Investments Arden Hills, Minnesota	$18K	+$249	2	0%	Increased
1125	HCM Herndon Capital Management Atlanta, Georgia	$18K	-$11.4K	1	0%	Reduced