← 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
901	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$281K	+$7.05K	1	0.09%	Increased
902	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$280K	+$294K	1	0.09%	New
903	CEP Chicago Equity Partners Chicago, Illinois	$279K	-$1.38M	1	0.01%	Reduced
904	JC Jacobs & Co San Francisco, California	$276K	-$55.9K	1	0.08%	Reduced
905	FFC First Financial Corp Terre Haute, Indiana	$272K	+$4.04K	1	0.13%	Increased
906	MSI Financial Services Springfield, Massachusetts	$272K	-$25.4K	6	0.04%	Reduced
907	RFA Reilly Financial Advisors La Mesa, California	$272K	+$20.9K	3	0.06%	Increased
908	HM Payson & Co Portland, Maine	$267K	+$74.6K	1	0.01%	Increased
909	RWM Raffa Wealth Management Washington, District of Columbia	$267K	+$2.63K	1	0.2%	Increased
910	TTWM TCV Trust & Wealth Management Richmond, Virginia	$262K	+$25.7K	1	0.04%	Increased
911	MHS M Holdings Securities Portland, Oregon	$259K	+$271K	1	0.17%	New
912	JCM Janney Capital Management Pittsburgh, Pennsylvania	$257K	+$269K	1	0.02%	New
913	HCA Harbour Capital Advisors Tysons Corner, Virginia	$256K	+$268K	1	0.2%	New
914	PRC Platte River Capital Denver, Colorado	$252K	+$267K	1	0.04%	New
915	Choate Investment Advisors Boston, Massachusetts	$250K	-$110K	1	0.01%	Reduced
916	Obermeyer Wealth Partners Aspen, Colorado	$249K	+$260K	1	0.06%	New
917	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$248K	+$3.1K	1	0.1%	Increased
918	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$247K	$0	1	0.27%	Maintained
919	Algert Global San Francisco, California	$246K	-$40.5K	1	0.16%	Reduced
920	Fuller & Thaler Asset Management San Mateo, California	$245K	-$42.9K	1	0.01%	Reduced
921	DA Dunvegan Associates Santa Barbara, California	$243K	$0	1	0.2%	Maintained
922	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$243K	-$284K	1	0.05%	Reduced
923	PAM Palisade Asset Management Minneapolis, Minnesota	$240K	$0	1	0.05%	Maintained
924	TAM Telluride Asset Management Wayzata, Minnesota	$238K	+$414	1	0.2%	Increased
925	MAP Managed Asset Portfolios Rochester, Michigan	$237K	$0	1	0.14%	Maintained