← 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	UMB Bank Kansas City, Missouri	$244K	-$5.8K	1	0.01%	Reduced
1002	CBA Coastal Bridge Advisors Westport, Connecticut	$243K	$0	1	0.09%	Maintained
1003	IFS Ifrah Financial Services Little Rock, Arkansas	$241K	+$193K	1	0.09%	New
1004	SP Successful Portfolios Clearwater, Florida	$239K	-$184	1	0.29%	Reduced
1005	WTB Washington Trust Bank Spokane, Washington	$239K	-$59.1K	4	0.03%	Reduced
1006	DAM Diamant Asset Management Ridgefield, Connecticut	$236K	$0	1	0.23%	Maintained
1007	IIM Ironwood Investment Management Boston, Massachusetts	$236K	$0	1	0.17%	Maintained
1008	SCA Stonebridge Capital Advisors St Paul, Minnesota	$236K	$0	1	0.05%	Maintained
1009	BIA Bigelow Investment Advisors Portland, Maine	$235K	+$235K	1	0.16%	New
1010	CWM Chesapeake Wealth Management Williamsburg, Virginia	$235K	+$235K	1	0.11%	New
1011	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$234K	$0	1	0.05%	Maintained
1012	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$233K	+$28.9K	5	0.18%	Increased
1013	Cetera Investment Advisers Schaumburg, Illinois	$232K	+$232K	1	0.04%	New
1014	PP Palladium Partners Norfolk, Virginia	$231K	-$165K	1	0.02%	Reduced
1015	SIA Starfire Investment Advisers Southfield, Michigan	$231K	+$225K	1	0.12%	New
1016	TC Trust Company Manhattan, Kansas	$231K	-$727	3	0.09%	Reduced
1017	CCG Chatham Capital Group Savannah, Georgia	$230K	+$221K	1	0.06%	New
1018	KA Kovack Advisors Ft. Lauderdale, Florida	$230K	+$12.8K	1	0.06%	Increased
1019	AOWM Alpha Omega Wealth Management Richmond, Virginia	$229K	$0	2	0.11%	Maintained
1020	Buckingham Strategic Wealth Clayton, Missouri	$229K	-$2.62K	1	0.04%	Reduced
1021	TG TLP Group Evanston, Illinois	$228K	+$223K	1	0.16%	Increased
1022	CCT Country Club Trust Kansas City, Missouri	$226K	+$41.4K	1	0.03%	Increased
1023	AIM Avity Investment Management Greenwich, Connecticut	$223K	$0	1	0.03%	Maintained
1024	CBU CIBC Bank USA Chicago, Illinois	$222K	$0	1	0.03%	Maintained
1025	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$214K	$0	1	0.02%	Maintained