← 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	CFSG Community Financial Services Group Newport, Vermont	$14K	-$6.12K	2	0.01%	Reduced
1052	CAM CMT Asset Management Chicago, Illinois	$13K	-$22.9K	1	0%	Reduced
1053	Colony Group Boston, Massachusetts	$13K	$0	1	0%	Maintained
1054	SIG Stanford Investment Group Mountain View, California	$13K	$0	1	0.01%	Maintained
1055	Catalyst Capital Advisors Huntington, New York	$12K	-$385K	1	0%	Reduced
1056	LNB Ledyard National Bank	$12K	$0	2	0%	Maintained
1057	VIA Vantage Investment Advisors State College, Pennsylvania	$12K	+$5.9K	1	0%	Increased
1058	Bartlett & Co Cincinnati, Ohio	$11K	-$7.08K	1	0%	Reduced
1059	VCM Vigilant Capital Management Portland, Maine	$11K	$0	1	0%	Maintained
1060	LWM LBA Wealth Management Jacksonville, Florida	$10K	$0	1	0.01%	Maintained
1061	AIM Advantage Investment Management Cedar Rapids, Iowa	$9K	-$59.6K	1	0.01%	Reduced
1062	PSC Prentiss Smith & Co Brattleboro, Vermont	$9K	$0	1	0%	Maintained
1063	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$8K	$0	3	0.01%	Maintained
1064	ACS Archford Capital Strategies Swansea, Illinois	$7.92K	-$1.71K	2	0.01%	Reduced
1065	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$7.31K	$0	1	0.01%	Maintained
1066	CA CapWealth Advisors Franklin, Tennessee	$7K	+$7.08K	1	0%	New
1067	CBT Central Bank & Trust Lexington, Kentucky	$7K	$0	1	0%	Maintained
1068	CI Global Investments Oakland, California	$7K	-$6.5K	1	0%	Reduced
1069	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$7K	$0	1	0.02%	Maintained
1070	HF Hoxton Financial Shepherdstown, West Virginia	$7K	$0	1	0%	Maintained
1071	LWA Lenox Wealth Advisors New York	$6K	$0	1	0%	Maintained
1072	SJIM St. Johns Investment Management Jacksonville, Florida	$6K	$0	1	0.01%	Maintained
1073	AC Alexandria Capital Arlington, Virginia	$5K	$0	1	0%	Maintained
1074	PMFA Plante Moran Financial Advisors Southfield, Michigan	$5K	-$14.9K	2	0%	Reduced
1075	RA Rational Advisors Huntington, New York	$5K	-$3.07K	1	0%	Reduced