← 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
1376	VCM Versant Capital Management Phoenix, Arizona	$133K	+$77K	10	0.05%	Increased
1377	GJIC Gamble Jones Investment Counsel Pasadena, California	$130K	+$137K	1	0.01%	New
1378	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$130K	+$4.08K	1	0.01%	Increased
1379	Blue Trust Inc Alpharetta, Georgia	$125K	-$52.4K	12	0%	Reduced
1380	CBA Coastal Bridge Advisors Westport, Connecticut	$124K	+$60.6K	1	0.03%	Increased
1381	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$124K	-$82.2K	2	0.06%	Reduced
1382	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$124K	+$129K	2	0%	New
1383	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$123K	-$3.46K	1	0%	Reduced
1384	HFM Hartford Financial Management Hartford, Connecticut	$122K	-$1.53K	3	0.04%	Reduced
1385	CC Corton Capital Carrying Place, Ontario, Canada	$119K	-$209K	2	0.15%	Reduced
1386	Edmond de Rothschild Holding Chambesy, Switzerland	$117K	$0	2	0%	Maintained
1387	MCM Manchester Capital Management Manchester, Vermont	$116K	-$31.9K	10	0.02%	Reduced
1388	WSCM Wellington Shields Capital Management New York	$113K	+$4.54K	2	0.03%	Increased
1389	HCM Highlander Capital Management Short Hills, New Jersey	$111K	$0	4	0.06%	Maintained
1390	Salem Investment Counselors Winston Salem, North Carolina	$111K	-$348	7	0.01%	Reduced
1391	CIC Canal Insurance Company Greenville, South Carolina	$110K	$0	1	0.03%	Maintained
1392	TF Tompkins Financial Ithaca, New York	$110K	$0	2	0.02%	Maintained
1393	ECM Estabrook Capital Management New York	$110K	$0	2	0.02%	Maintained
1394	FHA Flagship Harbor Advisors Boston, Massachusetts	$108K	+$31.6K	1	0.01%	Increased
1395	VCM Vigilant Capital Management Portland, Maine	$107K	-$21.1K	4	0.01%	Reduced
1396	GWSG GPS Wealth Strategies Group Centennial, Colorado	$104K	-$11.2K	5	0.03%	Reduced
1397	BC Burleson & Co Petaluma, California	$103K	+$212	3	0.02%	Increased
1398	EBA Eagle Bay Advisors New York	$101K	-$42K	6	0.06%	Reduced
1399	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$99K	-$20.9K	1	0%	Reduced
1400	FA Fortis Advisors Wayne, Pennsylvania	$98K	$0	1	0.07%	Maintained