← 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
1026	CA CapWealth Advisors Franklin, Tennessee	$9K	-$126K	1	0%	Reduced
1027	HR Howe & Rusling Rochester, New York	$9K	-$2.63K	2	0%	Reduced
1028	LNB Ledyard National Bank	$9K	-$14.8K	2	0%	Reduced
1029	RC Riversville Capital Greenwich, Connecticut	$9K	-$1.37M	1	0.02%	Reduced
1030	BAM Barrett Asset Management New York	$8K	-$1.56K	1	0%	Reduced
1031	ECM Exchange Capital Management Ann Arbor, Michigan	$8K	$0	1	0%	Maintained
1032	HF Hoxton Financial Shepherdstown, West Virginia	$7K	-$84.4K	2	0%	Reduced
1033	ACM Antonetti Capital Management Naples, Florida	$6K	-$24.7K	1	0.01%	Reduced
1034	CBT Central Bank & Trust Lexington, Kentucky	$6K	$0	1	0%	Maintained
1035	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$6K	-$9.17K	3	0.01%	Reduced
1036	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$6K	$0	1	0.02%	Maintained
1037	HPBT High Point Bank & Trust High Point, North Carolina	$6K	$0	1	0%	Maintained
1038	LWM LBA Wealth Management Jacksonville, Florida	$6K	$0	1	0%	Maintained
1039	FA Financial Advantage Columbia, Maryland	$5K	$0	1	0%	Maintained
1040	SignatureFD Atlanta, Georgia	$5K	-$2.54K	1	0%	Reduced
1041	SJIM St. Johns Investment Management Jacksonville, Florida	$5K	+$5.4K	1	0%	New
1042	VIA Vantage Investment Advisors State College, Pennsylvania	$5K	$0	1	0%	Maintained
1043	AC Alexandria Capital Arlington, Virginia	$4K	$0	1	0%	Maintained
1044	LWA Lenox Wealth Advisors New York	$4K	-$3K	1	0%	Reduced
1045	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$4K	-$42.5K	1	0%	Reduced
1046	CFS Community Financial System Syracuse, New York	$3K	$0	1	0%	Maintained
1047	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$3K	$0	1	0%	Maintained
1048	HI Hudock Inc Williamsport, Pennsylvania	$3K	$0	1	0%	Maintained
1049	CAM ClariVest Asset Management San Diego, California	$2K	+$1.66K	1	0%	New
1050	Fred Alger Management New York	$2K	-$9.28M	1	0%	Reduced