← 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
951	ACM Axel Capital Management New York	$57K	$0	1	1.48%	Maintained
952	WA WealthTrust-Arizona Scottsdale, Arizona	$53K	$0	2	0.07%	Maintained
953	AFC AFT Forsyth & Company West Palm Beach, Florida	$49K	$0	1	0.06%	Maintained
954	HF Hoxton Financial Shepherdstown, West Virginia	$49K	-$14K	1	0.05%	Reduced
955	NES New England Securities New York	$45K	+$24K	5	0.02%	Increased
956	HFM Hartford Financial Management Hartford, Connecticut	$42K	$0	1	0.03%	Maintained
957	Evercore Wealth Management New York	$40K	+$14.3K	3	0%	Increased
958	TC TradeLink Capital Chicago, Illinois	$40K	-$1.32M	1	0.09%	Reduced
959	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$39K	-$17.3K	1	0.02%	Reduced
960	RIA Regal Investment Advisors Kentwood, Michigan	$34K	$0	2	0.02%	Maintained
961	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$30K	-$1K	1	0.02%	Reduced
962	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$30K	$0	1	0%	Maintained
963	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$30K	+$12.7K	1	0%	Increased
964	CFSG Community Financial Services Group Newport, Vermont	$28K	+$7.65K	1	0.02%	Increased
965	Blackhill Capital Morristown, New Jersey	$27K	$0	1	0%	Maintained
966	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$27K	+$28.5K	1	0.02%	New
967	QAM QCI Asset Management Pittsford, New York	$27K	-$7K	1	0%	Reduced
968	JFA JNBA Financial Advisors Bloomington, Minnesota	$25K	$0	2	0.02%	Maintained
969	PAS Partnervest Advisory Services Santa Barbara, California	$25K	-$25.3K	3	0.01%	Reduced
970	FBT Founders Bank & Trust Grand Rapids, Michigan	$24K	$0	1	0.01%	Maintained
971	TF Trutina Financial Bellevue, Washington	$24K	+$25.7K	2	0.02%	New
972	M MOTCO San Antonio, Texas	$21K	$0	2	0%	Maintained
973	BPBT Boston Private Bank & Trust Boston, Massachusetts	$20K	+$2.43K	2	0%	Increased
974	HR Howe & Rusling Rochester, New York	$18K	-$59.2K	3	0.01%	Reduced
975	DAM Delta Asset Management Memphis, Tennessee	$17K	$0	1	0%	Maintained