← 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	SOAMC Spirit of America Management Corp Syosset, New York	$330K	+$101K	1	0.05%	Increased
902	WA WFG Advisors Dallas, Texas	$330K	+$42.9K	4	0.09%	Increased
903	Citizens Financial Group Providence, Rhode Island	$329K	-$339K	2	0.03%	Reduced
904	FG Fiduciary Group Savannah, Georgia	$329K	-$90.3K	1	0.09%	Reduced
905	TC Trust Company Manhattan, Kansas	$329K	+$1.47K	3	0.13%	Increased
906	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$319K	-$225K	2	0.01%	Reduced
907	AWA ARS Wealth Advisors St. Petersburg, Florida	$317K	$0	1	0.13%	Maintained
908	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$316K	-$55K	1	0.03%	Reduced
909	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$316K	+$303K	1	0.04%	New
910	CAM Cacti Asset Management Atlanta, Georgia	$313K	$0	1	0.03%	Maintained
911	GCA Gideon Capital Advisors New York	$312K	+$8.16K	1	0.18%	Increased
912	RFA Reilly Financial Advisors La Mesa, California	$312K	+$111K	3	0.06%	Increased
913	OC Oakworth Capital Birmingham, Alabama	$307K	+$14.7K	1	0.11%	Increased
914	SCA Stonebridge Capital Advisors St Paul, Minnesota	$306K	$0	1	0.1%	Maintained
915	TTWM TCV Trust & Wealth Management Richmond, Virginia	$305K	-$44K	1	0.05%	Reduced
916	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$303K	+$6.46K	1	0.32%	Increased
917	SSB Sandy Spring Bank Olney, Maryland	$301K	$0	5	0.03%	Maintained
918	PM Parametrica Management Wanchai, Hong Kong	$297K	+$299K	1	0.44%	New
919	YMRC Yorktown Management & Research Company Forest, Virginia	$296K	$0	1	0.07%	Maintained
920	PHK Point72 Hong Kong Hong Kong	$295K	+$230K	2	0.34%	Increased
921	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$292K	+$7.71K	1	0.08%	Increased
922	ARMC American Research & Management Company Marion, Massachusetts	$290K	+$97.3K	1	0.11%	Increased
923	HM Payson & Co Portland, Maine	$290K	-$10.8K	1	0.01%	Reduced
924	IT Independence Trust Franklin, Tennessee	$290K	+$278K	1	0.45%	New
925	IA Icon Advisers Greenwood Village, Colorado	$289K	-$362K	1	0.02%	Reduced