← 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
826	JMH J.M. Hartwell New York	$838K	$0	1	0.15%	Maintained
827	MIA MainStreet Investment Advisors Chicago, Illinois	$836K	-$78.9K	1	0.12%	Reduced
828	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$832K	-$9.24K	2	0.16%	Reduced
829	PVWM Point View Wealth Management Summit, New Jersey	$827K	-$54.4K	1	0.38%	Reduced
830	BAC Boys Arnold & Co Asheville, North Carolina	$824K	-$54K	1	0.12%	Reduced
831	IFP Advisors Tampa, Florida	$824K	+$49K	11	0.03%	Increased
832	KB Kimelman & Baird New York	$820K	+$825K	1	0.11%	New
833	TCMG TSP Capital Management Group Summit, New Jersey	$806K	-$74.5K	1	0.41%	Reduced
834	FBFS First Business Financial Services Madison, Wisconsin	$804K	-$10.4K	1	0.14%	Reduced
835	Advisory Services Network Atlanta, Georgia	$802K	+$140K	8	0.06%	Increased
836	WAM Weatherly Asset Management Del Mar, California	$791K	-$30.7K	2	0.18%	Reduced
837	SGI Summit Global Investments Bountiful, Utah	$785K	-$540K	1	0.12%	Reduced
838	MNBTD Moody National Bank Trust Division Galveston, Texas	$779K	$0	2	0.04%	Maintained
839	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$771K	+$37	2	0.08%	Increased
840	DC Diametric Capital Boston, Massachusetts	$766K	-$862K	1	0.72%	Reduced
841	NG Northstar Group New York	$753K	-$13.4K	1	0.38%	Reduced
842	BSPF British Steel Pension Fund London, United Kingdom	$751K	+$783K	1	0.12%	New
843	Huntington National Bank Columbus, Ohio	$749K	-$3.36K	6	0.01%	Reduced
844	Whittier Trust South Pasadena, California	$747K	-$130K	6	0.02%	Reduced
845	BLA Balter Liquid Alternatives Boston, Massachusetts	$745K	+$591K	2	0.58%	New
846	IA Icon Advisers Greenwood Village, Colorado	$745K	-$315K	1	0.06%	Reduced
847	WP WealthSource Partners San Luis Obispo, California	$739K	-$9.61K	1	0.21%	Reduced
848	FBT First Bankers Trust Louisville, Kentucky	$735K	-$60.8K	1	0.38%	Reduced
849	GIA Gargoyle Investment Advisor Englewood, New Jersey	$731K	$0	1	0.41%	Maintained
850	CFIC City Financial Investment Company London, United Kingdom	$722K	+$728K	1	0.04%	New