← 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
976	Bartlett & Co Cincinnati, Ohio	$16K	+$1.38K	2	0%	Increased
977	SignatureFD Atlanta, Georgia	$15K	+$9.74K	2	0.01%	Increased
978	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$14K	-$1.27K	2	0.02%	Reduced
979	CCM Credo Capital Management Baltimore, Maryland	$14K	-$3.85K	1	0.02%	Reduced
980	Gradient Investments Arden Hills, Minnesota	$13K	-$1.18M	1	0%	Reduced
981	AW Alpha Windward Westwood, Massachusetts	$12K	$0	1	0.01%	Maintained
982	SC StellarOne Corp Charlottesville, Virginia	$12K	$0	1	0.01%	Maintained
983	ECM Exchange Capital Management Ann Arbor, Michigan	$10K	$0	1	0.01%	Maintained
984	VCM Vigilant Capital Management Portland, Maine	$10K	$0	1	0%	Maintained
985	BAM Barrett Asset Management New York	$9K	$0	1	0%	Maintained
986	LWA Lenox Wealth Advisors New York	$7K	+$1.05K	1	0.01%	Increased
987	PSI Pinnacle Summer Investments Fairfax, Virginia	$7K	-$28K	1	0%	Reduced
988	CBT Central Bank & Trust Lexington, Kentucky	$6K	$0	1	0%	Maintained
989	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$6K	$0	1	0.02%	Maintained
990	HPBT High Point Bank & Trust High Point, North Carolina	$6K	$0	1	0%	Maintained
991	WCM Windsor Capital Management Phoenix, Arizona	$6K	$0	1	0%	Maintained
992	FA Financial Advantage Columbia, Maryland	$5K	$0	1	0%	Maintained
993	PFS Penseco Financial Services Scranton, Pennsylvania	$5K	+$4.22K	1	0%	New
994	AC Alexandria Capital Arlington, Virginia	$4K	+$4.53K	1	0%	New
995	IC IKOS CIF Limassol, Cyprus	$4K	-$504K	1	0%	Reduced
996	RI Redwood Investments Boston, Massachusetts	$4K	-$5.94M	1	0%	Reduced
997	Benjamin F. Edwards & Company St. Louis, Missouri	$3K	-$2K	1	0%	Reduced
998	CFA Carroll Financial Associates Charlotte, North Carolina	$3K	-$6.19K	2	0%	Reduced
999	CFS Community Financial System Syracuse, New York	$3K	$0	1	0%	Maintained
1000	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$3K	$0	1	0%	Maintained