← 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	OFS OneAscent Financial Services Birmingham, Alabama	$221K	+$204K	1	0.15%	New
1027	TCOV Trust Company of Vermont Brattleboro, Vermont	$221K	+$2.18K	5	0.02%	Increased
1028	BOS Bank of Stockton Stockton, California	$219K	-$37.1K	1	0.11%	Reduced
1029	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$219K	+$198K	1	0.02%	New
1030	AWM Altium Wealth Management Purchase, New York	$215K	-$272K	1	0.03%	Reduced
1031	AFG Albion Financial Group Salt Lake City, Utah	$214K	-$201K	1	0.03%	Reduced
1032	Lincoln National Corp Radnor, Pennsylvania	$213K	+$233K	1	0.01%	New
1033	CIA CSat Investment Advisory Detroit, Michigan	$212K	+$80.5K	5	0.07%	Increased
1034	Arax Advisory Partners Denver, Colorado	$210K	+$202K	4	0.07%	New
1035	Global Retirement Partners San Rafael, California	$209K	+$191K	5	0.04%	Increased
1036	RP Rowlandmiller & Partners Atlanta, Georgia	$208K	-$98.3K	1	0.07%	Reduced
1037	FP Factorial Partners Mt. Kisco, New York	$208K	-$312K	1	0.2%	Reduced
1038	Fiduciary Trust Boston, Massachusetts	$207K	-$228K	1	0.01%	Reduced
1039	Smithfield Trust Pittsburgh, Pennsylvania	$207K	+$94.5K	4	0.02%	Increased
1040	CTA Colonial Trust Advisors Spartanburg, South Carolina	$206K	-$142K	1	0.04%	Reduced
1041	OC Oakworth Capital Birmingham, Alabama	$206K	$0	2	0.04%	Maintained
1042	PLU Performa Ltd (US) Charleston, South Carolina	$205K	+$92.8K	1	0.21%	Increased
1043	Bragg Financial Advisors Charlotte, North Carolina	$204K	+$327	1	0.03%	Increased
1044	FIB First Interstate Bank Billings, Montana	$204K	+$84.5K	3	0.05%	Increased
1045	FM Foster & Motley Cincinnati, Ohio	$204K	-$233K	1	0.03%	Reduced
1046	Summit Trail Advisors New York	$204K	+$188K	1	0.09%	New
1047	Fulton Bank Lancaster, Pennsylvania	$202K	-$3.45K	1	0.01%	Reduced
1048	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$201K	+$8.97K	1	0.04%	Increased
1049	Oberweis Asset Management Lisle, Illinois	$201K	+$183K	1	0.04%	New
1050	Benjamin F. Edwards & Company St. Louis, Missouri	$199K	+$5.71K	4	0.02%	Increased