← 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
1126	CHP Cable Hill Partners Portland, Oregon	$25K	+$1.58K	4	0.01%	Increased
1127	WPA West Paces Advisors Atlanta, Georgia	$23.8K	-$6.97K	3	0.02%	Reduced
1128	Frontier Capital Management Boston, Massachusetts	$22K	+$4.57K	1	0%	Increased
1129	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$21K	-$281K	2	0%	Reduced
1130	FPS Fieldpoint Private Securities Greenwich, Connecticut	$21K	+$21.4K	1	0.02%	New
1131	WAM Watermark Asset Management San Ramon, California	$20K	+$19.2K	2	0.01%	New
1132	Gradient Investments Arden Hills, Minnesota	$19K	$0	2	0%	Maintained
1133	SP Symmetry Partners Glastonbury, Connecticut	$19K	+$19.7K	1	0.01%	New
1134	VIA Vantage Investment Advisors State College, Pennsylvania	$19K	+$9.82K	2	0.01%	Increased
1135	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$18K	$0	1	0.01%	Maintained
1136	OC Oakworth Capital Birmingham, Alabama	$17K	-$251K	2	0.01%	Reduced
1137	Brinker Capital Investments Berwyn, Pennsylvania	$16K	$0	1	0%	Maintained
1138	JCM Jacobi Capital Management Pittston, Pennsylvania	$16K	$0	1	0.01%	Maintained
1139	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$15K	-$13	2	0.01%	Reduced
1140	KPCM Kings Point Capital Management Great Neck, New York	$15K	$0	1	0%	Maintained
1141	FCMT Founders Capital Management (Texas) Houston, Texas	$14K	+$13.2K	1	0.01%	New
1142	HT Heritage Trust Oklahoma City, Oklahoma	$14K	+$13.2K	1	0.01%	New
1143	M MOTCO San Antonio, Texas	$14K	$0	1	0%	Maintained
1144	SIA SeaBridge Investment Advisors Summit, New Jersey	$14K	$0	1	0%	Maintained
1145	WA Winfield Associates Cleveland, Ohio	$13K	+$8.49K	4	0.01%	Increased
1146	AIM Advantage Investment Management Cedar Rapids, Iowa	$12K	$0	1	0%	Maintained
1147	Allworth Financial Folsom, California	$12K	-$6K	2	0%	Reduced
1148	FCB First Command Bank Fort Worth, Texas	$12K	-$4K	1	0.01%	Reduced
1149	FCFS First Command Financial Services Fort Worth, Texas	$12K	-$4K	1	0.01%	Reduced
1150	GEA Glen Eagle Advisors Kingston, New Jersey	$12K	$0	2	0.01%	Maintained