← 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
1001	SMG Spectrum Management Group Indianapolis, Indiana	$15K	$0	1	0.01%	Maintained
1002	QS Batterymarch Financial Management New York	$14K	$0	1	0%	Maintained
1003	Colony Group Boston, Massachusetts	$12K	$0	1	0%	Maintained
1004	ACS Archford Capital Strategies Swansea, Illinois	$11K	-$11.6K	3	0.01%	Reduced
1005	KPCM Kings Point Capital Management Great Neck, New York	$10K	$0	1	0%	Maintained
1006	LNB Ledyard National Bank	$9K	$0	2	0%	Maintained
1007	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$9K	-$8.23K	1	0.03%	Reduced
1008	VCM Vigilant Capital Management Portland, Maine	$9K	$0	1	0%	Maintained
1009	BPBT Boston Private Bank & Trust Boston, Massachusetts	$7K	$0	2	0%	Maintained
1010	CA CapWealth Advisors Franklin, Tennessee	$7K	$0	1	0%	Maintained
1011	CBT Central Bank & Trust Lexington, Kentucky	$7K	$0	1	0%	Maintained
1012	EWM Edge Wealth Management New York	$7K	-$9.08M	1	0%	Reduced
1013	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$7K	$0	1	0.02%	Maintained
1014	HPBT High Point Bank & Trust High Point, North Carolina	$7K	$0	1	0%	Maintained
1015	LWM LBA Wealth Management Jacksonville, Florida	$7K	$0	1	0%	Maintained
1016	HF Hoxton Financial Shepherdstown, West Virginia	$6K	$0	1	0%	Maintained
1017	LWA Lenox Wealth Advisors New York	$6K	+$3.37K	1	0%	Increased
1018	SJIM St. Johns Investment Management Jacksonville, Florida	$6K	$0	1	0.01%	Maintained
1019	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5K	-$74K	1	0%	Reduced
1020	VIA Vantage Investment Advisors State College, Pennsylvania	$5K	$0	1	0%	Maintained
1021	AC Alexandria Capital Arlington, Virginia	$4K	$0	1	0%	Maintained
1022	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$4K	$0	1	0%	Maintained
1023	FWM Focused Wealth Management Newburgh, New York	$4K	-$2.69K	1	0%	Reduced
1024	SA SRH Advisors Salina, Kansas	$4K	+$3.36K	2	0.03%	New
1025	ANBT American National Bank & Trust Wichita Falls, Texas	$3K	+$2.54K	1	0%	New