← 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
851	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$589K	+$55.2K	1	0.08%	Increased
852	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$583K	+$580K	1	0.28%	New
853	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$582K	-$261K	2	0.11%	Reduced
854	IPW Inlet Private Wealth Jupiter, Florida	$580K	-$180K	1	0.23%	Reduced
855	FAB First American Bank Dundee, Illinois	$579K	-$21.8K	1	0.04%	Reduced
856	FP Factorial Partners Mt. Kisco, New York	$574K	+$443K	2	0.54%	Increased
857	S SimplyRich Carlsbad, California	$571K	+$525K	1	0.46%	New
858	Independent Advisor Alliance Charlotte, North Carolina	$570K	+$169K	1	0.08%	Increased
859	Polen Capital Management Boca Raton, Florida	$569K	+$566K	1	0%	New
860	Fayez Sarofim & Co Houston, Texas	$565K	$0	2	0%	Maintained
861	AB AT Bancorp Dubuque, Iowa	$562K	+$465K	1	0.07%	New
862	KA Kovack Advisors Ft. Lauderdale, Florida	$562K	-$15.7K	2	0.14%	Reduced
863	SWM SeaCrest Wealth Management Purchase, New York	$560K	+$90.5K	10	0.1%	Increased
864	PCM Prelude Capital Management New York	$558K	-$4.95K	8	0.03%	Reduced
865	SOAMC Spirit of America Management Corp Syosset, New York	$557K	$0	2	0.08%	Maintained
866	CCM Compass Capital Management Minneapolis, Minnesota	$556K	-$289K	1	0.07%	Reduced
867	Old National Bancorp Evansville, Indiana	$556K	+$519K	2	0.03%	New
868	OWA One Wealth Advisors San Francisco, California	$556K	+$509K	3	0.45%	New
869	PK Pflug Koory Omaha, Nebraska	$555K	-$12.5K	3	0.43%	Reduced
870	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$554K	+$551K	1	0.09%	New
871	NFG Next Financial Group Houston, Texas	$554K	+$415K	4	0.14%	Increased
872	NFH NEXT Financial Holdings Houston, Texas	$554K	+$543K	4	0.14%	New
873	Wedbush Securities Los Angeles, California	$547K	-$1.02M	1	0.06%	Reduced
874	Sequoia Financial Advisors Akron, Ohio	$543K	+$449K	1	0.04%	New
875	Synovus Financial Columbus, Georgia	$542K	-$8.25K	5	0.01%	Reduced