← 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	CCT Country Club Trust Kansas City, Missouri	$207K	+$177K	1	0.03%	New
1027	I IberiaBank Lafayette, Louisiana	$207K	+$195K	1	0.03%	New
1028	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$207K	+$195K	1	0.01%	New
1029	AF Advisornet Financial Minnetonka, Minnesota	$206K	+$197K	5	0.03%	New
1030	LC Lourd Capital Beverly Hills, California	$205K	+$191K	1	0.01%	New
1031	DAM Diamant Asset Management Ridgefield, Connecticut	$203K	+$198K	1	0.03%	New
1032	MCM Millie Capital Management Walnut Creek, California	$203K	+$191K	1	0.17%	New
1033	SFS Strategic Financial Services Utica, New York	$203K	+$192K	1	0.03%	New
1034	FI FormulaFolio Investments Grand Rapids, Michigan	$202K	+$191K	1	0.01%	New
1035	KP Keel Point Huntsville, Alabama	$202K	-$70K	1	0.03%	Reduced
1036	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$199K	-$568	3	0%	Reduced
1037	IHT Wealth Management Chicago, Illinois	$198K	+$15.5K	3	0.05%	Increased
1038	MBT Monroe Bank & Trust Monroe, Michigan	$195K	+$183K	1	0.06%	New
1039	PCG Private Capital Group West Hartford, Connecticut	$191K	+$180K	3	0.05%	New
1040	Moneta Group Investment Advisors St Louis, Missouri	$190K	+$179K	3	0.03%	New
1041	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$187K	$0	1	0.03%	Maintained
1042	MMG Monetary Management Group St Louis, Missouri	$183K	$0	2	0.07%	Maintained
1043	Arax Advisory Partners Denver, Colorado	$181K	-$32K	1	0.08%	Reduced
1044	CF Centaurus Financial Anaheim, California	$181K	+$161K	1	0.05%	New
1045	CA Calton & Associates Tampa, Florida	$180K	+$156K	5	0.05%	New
1046	RWA Ropes Wealth Advisors Boston, Massachusetts	$177K	+$142K	5	0.05%	Increased
1047	PO Private Ocean San Rafael, California	$174K	+$4.48K	3	0.1%	Increased
1048	FGC Financial Gravity Companies Lakeway, Texas	$173K	+$159K	9	0.2%	New
1049	Avior Wealth Management Omaha, Nebraska	$172K	+$9.53K	3	0.04%	Increased
1050	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$171K	-$14.4K	1	0%	Reduced