← 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	CFA Carroll Financial Associates Charlotte, North Carolina	$88K	+$17.7K	3	0.02%	Increased
1027	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$83K	-$6.26K	1	0.06%	Reduced
1028	FCCM First City Capital Management Savannah, Georgia	$78.1K	-$12.5K	1	0.05%	Reduced
1029	WTB Washington Trust Bank Spokane, Washington	$78K	+$14.1K	3	0.02%	Increased
1030	Perceptive Advisors New York	$77K	+$64.5K	1	0.01%	New
1031	MUS Mitsubishi UFJ Securities Tokyo, Japan	$70K	+$64.2K	1	0.09%	New
1032	HFM Hartford Financial Management Hartford, Connecticut	$69K	$0	2	0.04%	Maintained
1033	KT Kanaly Trust Houston, Texas	$69K	-$3.3K	3	0.01%	Reduced
1034	FIB First Interstate Bank Billings, Montana	$67K	$0	2	0.01%	Maintained
1035	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$62K	-$1.59K	2	0.04%	Reduced
1036	SMG Spectrum Management Group Indianapolis, Indiana	$61K	$0	3	0.02%	Maintained
1037	VanEck Associates New York	$61K	+$9.34K	1	0%	Increased
1038	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$58K	$0	1	0.03%	Maintained
1039	Perigon Wealth Management San Francisco, California	$58K	+$54.2K	1	0.02%	New
1040	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$56K	-$4.99K	3	0.04%	Reduced
1041	First Horizon Advisors Memphis, Tennessee	$54K	-$56.2K	1	0.01%	Reduced
1042	DIA Davidson Investment Advisors Great Falls, Montana	$53K	+$41.7K	1	0.01%	Increased
1043	PHK Point72 Hong Kong Hong Kong	$53K	-$144K	2	0.1%	Reduced
1044	RBC Roble Belko & Company Sewickley, Pennsylvania	$53K	$0	1	0.03%	Maintained
1045	SBL Sargent Bickham Lagudis Boulder, Colorado	$53K	+$36.1K	2	0.01%	New
1046	TCM Tradewinds Capital Management Bellingham, Washington	$53K	$0	2	0.04%	Maintained
1047	PineBridge Investments New York	$50K	+$11.1K	2	0%	Increased
1048	HR Howe & Rusling Rochester, New York	$48K	+$22.8K	4	0.01%	Increased
1049	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$48K	+$3.47K	4	0.02%	Increased
1050	PCP Proficio Capital Partners Newton, Massachusetts	$48K	+$25.4K	5	0.04%	Increased