← 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	Citizens Business Bank Ontario, California	$321K	$0	1	0.06%	Maintained
952	Fiduciary Trust Boston, Massachusetts	$321K	+$320K	1	0.01%	New
953	OFG OmniStar Financial Group Wilmington, North Carolina	$321K	+$312K	1	0.31%	New
954	Reilly Financial Advisors La Mesa, California	$321K	-$26.5K	3	0.04%	Reduced
955	TDAM USA Toronto, Ontario, Canada	$320K	$0	1	0.02%	Maintained
956	LMAM Legg Mason Asset Management Tokyo, Japan	$318K	-$21.4K	1	0.22%	Reduced
957	MCF Advisors Covington, Kentucky	$317K	$0	2	0.06%	Maintained
958	SNT Security National Trust Wheeling, West Virginia	$315K	-$78.4K	3	0.1%	Reduced
959	CIM CIM Investment Management Pittsburgh, Pennsylvania	$311K	$0	1	0.11%	Maintained
960	Rockland Trust Hanover, Massachusetts	$304K	+$291K	1	0.04%	New
961	Rothschild Investment LLC Chicago, Illinois	$301K	$0	1	0.04%	Maintained
962	FAIM Financial Advocates Investment Management Olympia, Washington	$300K	-$1.11K	1	0.04%	Reduced
963	Cetera Advisors Denver, Colorado	$299K	$0	1	0.02%	Maintained
964	Lake Street Advisors Group Portsmouth, New Hampshire	$298K	+$28.4K	1	0.03%	Increased
965	Albion Financial Group Salt Lake City, Utah	$297K	$0	1	0.05%	Maintained
966	Tiedemann Advisors New York	$295K	$0	1	0.02%	Maintained
967	Patten & Patten Chattanooga, Tennessee	$294K	$0	1	0.03%	Maintained
968	Capstone Financial Advisors Downers Grove, Illinois	$291K	+$283K	1	0.1%	New
969	Todd Asset Management Louisville, Kentucky	$290K	$0	1	0.01%	Maintained
970	Greenwood Capital Associates Greenwood, South Carolina	$288K	+$288K	1	0.07%	New
971	FAS Wealth Partners Leawood, Kansas	$286K	-$20.1K	1	0.08%	Reduced
972	CA Cynosure Advisors Salt Lake City, Utah	$285K	+$3.02K	1	0.07%	Increased
973	Meiji Yasuda Life Insurance Tokyo, Japan	$285K	+$36.5K	1	0.04%	Increased
974	RIM Regent Investment Management Louisville, Kentucky	$284K	+$18.4K	1	0.1%	Increased
975	Smithfield Trust Pittsburgh, Pennsylvania	$283K	+$685	4	0.03%	Increased