← 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	VCM Vigilant Capital Management Portland, Maine	$10K	$0	1	0%	Maintained
1052	WIL Winifred I. Li	$10K	+$7.8K	2	0.01%	Increased
1053	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$9K	$0	1	0.02%	Maintained
1054	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$8K	+$3.13K	3	0.01%	Increased
1055	LWM LBA Wealth Management Jacksonville, Florida	$8K	$0	1	0.01%	Maintained
1056	RA Rational Advisors Huntington, New York	$8K	+$7.53K	1	0%	New
1057	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$7.26K	+$7.03K	1	0.01%	New
1058	BPBT Boston Private Bank & Trust Boston, Massachusetts	$7K	$0	2	0%	Maintained
1059	CBT Central Bank & Trust Lexington, Kentucky	$7K	$0	1	0%	Maintained
1060	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$7K	$0	1	0.02%	Maintained
1061	HPBT High Point Bank & Trust High Point, North Carolina	$7K	$0	1	0%	Maintained
1062	HF Hoxton Financial Shepherdstown, West Virginia	$7K	$0	1	0%	Maintained
1063	PSC Prentiss Smith & Co Brattleboro, Vermont	$7K	+$6.53K	1	0%	New
1064	LWA Lenox Wealth Advisors New York	$6K	$0	1	0%	Maintained
1065	SJIM St. Johns Investment Management Jacksonville, Florida	$6K	$0	1	0.01%	Maintained
1066	VIA Vantage Investment Advisors State College, Pennsylvania	$6K	$0	1	0%	Maintained
1067	AC Alexandria Capital Arlington, Virginia	$5K	$0	1	0%	Maintained
1068	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5K	$0	1	0%	Maintained
1069	Country Trust Bank Bloomington, Illinois	$4.54K	+$4.41K	1	0%	New
1070	JIC Joel Isaacson & Co New York	$4K	+$2.35K	1	0%	Increased
1071	PFG Pacific Financial Group Bellevue, Washington	$4K	+$4.19K	1	0%	New
1072	SA SRH Advisors Salina, Kansas	$4K	$0	2	0.03%	Maintained
1073	SIA Stancorp Investment Advisers Portland, Oregon	$4K	+$3.57K	1	0%	New
1074	LS Lupo Securities Chicago, Illinois	$3.77K	+$4.28K	1	0%	New
1075	ANBT American National Bank & Trust Wichita Falls, Texas	$3K	$0	1	0%	Maintained