← 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	Advisory Services Network Atlanta, Georgia	$16K	-$22.6K	3	0%	Reduced
1027	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$15K	$0	3	0.01%	Maintained
1028	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$13K	-$39.8K	2	0.01%	Reduced
1029	SIG Stanford Investment Group Mountain View, California	$13K	$0	1	0.01%	Maintained
1030	Bartlett & Co Cincinnati, Ohio	$12K	$0	1	0%	Maintained
1031	BCA Bray Capital Advisors Naples, Florida	$12K	$0	1	0.01%	Maintained
1032	Pathstone Family Office Englewood, New Jersey	$12K	+$12.3K	1	0.03%	New
1033	AIM Advantage Investment Management Cedar Rapids, Iowa	$11K	$0	1	0.01%	Maintained
1034	LYV Live Your Vision West Conshohocken, Pennsylvania	$11K	+$11K	1	0.01%	New
1035	VCM Vigilant Capital Management Portland, Maine	$11K	$0	1	0%	Maintained
1036	AWS Aris Wealth Services State College, Pennsylvania	$10K	-$47K	1	0.02%	Reduced
1037	DOA D'Orazio & Associates Falls Church, Virginia	$10K	+$9.2K	1	0.01%	New
1038	Gradient Investments Arden Hills, Minnesota	$10K	+$231	2	0%	Increased
1039	KPCM Kings Point Capital Management Great Neck, New York	$10K	$0	1	0%	Maintained
1040	PSC Prentiss Smith & Co Brattleboro, Vermont	$10K	$0	2	0.01%	Maintained
1041	ACS Archford Capital Strategies Swansea, Illinois	$9K	$0	2	0.01%	Maintained
1042	AssetMark Inc Concord, California	$9K	+$10K	3	0%	New
1043	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$8.1K	$0	1	0.01%	Maintained
1044	Allworth Financial Folsom, California	$8K	$0	1	0%	Maintained
1045	CBT Central Bank & Trust Lexington, Kentucky	$8K	$0	1	0%	Maintained
1046	DIA Davidson Investment Advisors Great Falls, Montana	$8K	-$7.37K	1	0%	Reduced
1047	Evercore Wealth Management New York	$8K	-$14.2K	1	0%	Reduced
1048	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$8K	$0	1	0.03%	Maintained
1049	WCM Windsor Capital Management Phoenix, Arizona	$8K	+$8.63K	1	0%	New
1050	Catalyst Capital Advisors Huntington, New York	$7K	-$9.7K	1	0%	Reduced