← 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	AIL AGF Investments LLC Toronto, Ontario, Canada	$73K	+$9.81K	4	0.01%	Increased
1102	CBT Capital Bank & Trust Irvine, California	$73K	+$36.8K	4	0%	Increased
1103	CCM Cribstone Capital Management Augusta, Maine	$73K	+$29.1K	3	0.03%	Increased
1104	MCM Manchester Capital Management Manchester, Vermont	$72K	$0	2	0.01%	Maintained
1105	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$72K	+$20.6K	3	0.08%	Increased
1106	EA Edge Advisors Atlanta, Georgia	$71K	+$56.3K	5	0.01%	Increased
1107	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$70K	$0	3	0.04%	Maintained
1108	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$69.3K	$0	1	0.02%	Maintained
1109	WIM Westside Investment Management Santa Monica, California	$69.2K	+$18.3K	5	0.04%	Increased
1110	CPA Cowen Prime Advisors New York	$68K	+$70.1K	1	0.03%	New
1111	First Horizon Advisors Memphis, Tennessee	$67K	-$7.69K	4	0.01%	Reduced
1112	HFP Holistic Financial Partners Indianapolis, Indiana	$65K	+$55.7K	2	0.05%	New
1113	TCM Tradewinds Capital Management Bellingham, Washington	$65K	$0	3	0.03%	Maintained
1114	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$64K	+$2.44K	1	0.01%	Increased
1115	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$63K	-$41	6	0.03%	Reduced
1116	FMA FNY Managed Accounts New York	$63K	-$2.75M	4	0.06%	Reduced
1117	DAM Delta Asset Management Memphis, Tennessee	$62K	+$26.5K	3	0.01%	Increased
1118	TA Teton Advisors Rye, New York	$62K	-$4.06K	1	0.01%	Reduced
1119	PMFA Plante Moran Financial Advisors Southfield, Michigan	$60K	+$43.9K	5	0.03%	Increased
1120	WB Webster Bank Waterbury, Connecticut	$60K	$0	2	0.01%	Maintained
1121	Perigon Wealth Management San Francisco, California	$57K	$0	2	0.02%	Maintained
1122	WA WealthTrust-Arizona Scottsdale, Arizona	$57K	$0	1	0.03%	Maintained
1123	VCM Vigilant Capital Management Portland, Maine	$55K	-$32K	2	0.01%	Reduced
1124	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$54K	$0	3	0.02%	Maintained
1125	LC Landaas & Company Milwaukee, Wisconsin	$51K	$0	2	0.04%	Maintained