← 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
1051	CCM Credo Capital Management Baltimore, Maryland	$14K	$0	1	0.06%	Maintained
1052	AW Alpha Windward Westwood, Massachusetts	$13K	$0	1	0.01%	Maintained
1053	ACM Axel Capital Management New York	$13K	-$46.9K	1	0.06%	Reduced
1054	HR Howe & Rusling Rochester, New York	$12K	-$7K	2	0%	Reduced
1055	BAM Barrett Asset Management New York	$10K	$0	1	0%	Maintained
1056	LWA Lenox Wealth Advisors New York	$10K	+$2.55K	2	0.01%	Increased
1057	VCM Vigilant Capital Management Portland, Maine	$10K	$0	1	0%	Maintained
1058	ECM Exchange Capital Management Ann Arbor, Michigan	$8K	$0	1	0%	Maintained
1059	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$8K	+$7.67K	1	0.01%	New
1060	SignatureFD Atlanta, Georgia	$8K	-$7.35K	1	0%	Reduced
1061	CBT Central Bank & Trust Lexington, Kentucky	$7K	$0	1	0%	Maintained
1062	CEMP Compass Efficient Model Portfolios Brentwood, Tennessee	$7K	+$6.5K	1	0.26%	New
1063	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$7K	$0	1	0.02%	Maintained
1064	HPBT High Point Bank & Trust High Point, North Carolina	$7K	$0	1	0%	Maintained
1065	WCM Windsor Capital Management Phoenix, Arizona	$7K	$0	1	0%	Maintained
1066	LWM LBA Wealth Management Jacksonville, Florida	$6K	+$6.78K	1	0%	New
1067	VIA Vantage Investment Advisors State College, Pennsylvania	$6K	+$5.33K	1	0%	New
1068	FA Financial Advantage Columbia, Maryland	$5K	$0	1	0%	Maintained
1069	AC Alexandria Capital Arlington, Virginia	$4K	$0	1	0%	Maintained
1070	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$4K	+$4.27K	2	0%	New
1071	CFA Carroll Financial Associates Charlotte, North Carolina	$4K	$0	2	0%	Maintained
1072	CL CFS LLC Oklahoma City, Oklahoma	$4K	+$3.63K	1	0%	New
1073	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$4K	$0	1	0%	Maintained
1074	CFS Community Financial System Syracuse, New York	$3K	$0	1	0%	Maintained
1075	HI Hudock Inc Williamsport, Pennsylvania	$3K	$0	1	0%	Maintained