← 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	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$23.8K	$0	2	0.03%	Maintained
1102	GBT Grove Bank & Trust Miami, Florida	$23K	+$18.2K	2	0.01%	Increased
1103	MI Markston International White Plains, New York	$23K	+$22.6K	1	0%	New
1104	WPA West Paces Advisors Atlanta, Georgia	$22.1K	$0	3	0.02%	Maintained
1105	Frontier Capital Management Boston, Massachusetts	$21K	$0	1	0%	Maintained
1106	OFW Omnia Family Wealth Aventura, Florida	$21K	-$9K	3	0.01%	Reduced
1107	WA Winfield Associates Cleveland, Ohio	$21K	+$8.21K	5	0.01%	Increased
1108	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$20K	$0	2	0%	Maintained
1109	FPS Fieldpoint Private Securities Greenwich, Connecticut	$19K	$0	1	0.01%	Maintained
1110	WAM Watermark Asset Management San Ramon, California	$19K	$0	2	0.01%	Maintained
1111	MCA Mercer Capital Advisers Little Silver, New Jersey	$18K	-$7K	1	0.01%	Reduced
1112	VIA Vantage Investment Advisors State College, Pennsylvania	$17K	$0	2	0%	Maintained
1113	KPCM Kings Point Capital Management Great Neck, New York	$16K	$0	1	0%	Maintained
1114	OC Oakworth Capital Birmingham, Alabama	$16K	$0	2	0%	Maintained
1115	JCM Jacobi Capital Management Pittston, Pennsylvania	$15K	$0	1	0.01%	Maintained
1116	AIM Advantage Investment Management Cedar Rapids, Iowa	$14K	$0	1	0%	Maintained
1117	Magellan Asset Management Sydney, Australia	$14K	+$13.8K	1	0%	New
1118	RWA Ropes Wealth Advisors Boston, Massachusetts	$14K	+$14.7K	1	0%	Increased
1119	Allworth Financial Folsom, California	$13K	$0	2	0%	Maintained
1120	FCB First Command Bank Fort Worth, Texas	$13K	+$2.87K	1	0.01%	Increased
1121	FCFS First Command Financial Services Fort Worth, Texas	$13K	+$2.87K	1	0.01%	Increased
1122	FCMT Founders Capital Management (Texas) Houston, Texas	$13K	$0	1	0.01%	Maintained
1123	HT Heritage Trust Oklahoma City, Oklahoma	$13K	$0	1	0.01%	Maintained
1124	PMFA Plante Moran Financial Advisors Southfield, Michigan	$13K	-$26.7K	2	0.01%	Reduced
1125	SIA SeaBridge Investment Advisors Summit, New Jersey	$13K	$0	1	0%	Maintained