← 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	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$18.5K	$0	1	0.01%	Maintained
1052	GBT Grove Bank & Trust Miami, Florida	$17K	+$17.5K	2	0.02%	New
1053	LWA Lowe Wealth Advisors Columbia, Maryland	$17K	+$16.4K	1	0.01%	New
1054	BAM Brave Asset Management Summit, New Jersey	$16K	+$13.2K	1	0.01%	New
1055	NYLT New York Life Trust New York	$16K	-$47K	1	0.07%	Reduced
1056	VCAM Valentine Capital Asset Management Danville, California	$16K	+$16.9K	1	0.02%	New
1057	Colony Group Boston, Massachusetts	$15K	-$238K	1	0%	Reduced
1058	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$15K	$0	3	0.01%	Maintained
1059	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$14.9K	+$15K	1	0.01%	New
1060	SIG Stanford Investment Group Mountain View, California	$14K	$0	1	0.01%	Maintained
1061	Bartlett & Co Cincinnati, Ohio	$13K	$0	1	0%	Maintained
1062	CB Community Bank Dewitt, New York	$13K	+$12.3K	1	0%	New
1063	Evercore Wealth Management New York	$12K	+$3.93K	1	0%	Increased
1064	AIM Advantage Investment Management Cedar Rapids, Iowa	$11K	$0	1	0.01%	Maintained
1065	KPCM Kings Point Capital Management Great Neck, New York	$11K	$0	1	0%	Maintained
1066	PSC Prentiss Smith & Co Brattleboro, Vermont	$11K	$0	2	0.01%	Maintained
1067	WAS WESPAC Advisors SoCal Pasadena, California	$11K	+$9.45K	2	0.01%	New
1068	Gradient Investments Arden Hills, Minnesota	$10K	-$64	1	0%	Reduced
1069	DVM Dreman Value Management West Palm Beach, Florida	$9K	-$9.28M	1	0%	Reduced
1070	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$8.43K	$0	1	0.01%	Maintained
1071	CBT Central Bank & Trust Lexington, Kentucky	$8K	$0	1	0%	Maintained
1072	DIA Davidson Investment Advisors Great Falls, Montana	$8K	$0	1	0%	Maintained
1073	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$8K	$0	1	0.03%	Maintained
1074	Advisory Services Network Atlanta, Georgia	$7K	-$9K	2	0%	Reduced
1075	Allworth Financial Folsom, California	$7K	$0	1	0%	Maintained