← 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	SWM SeaCrest Wealth Management Purchase, New York	$332K	-$818	1	0.06%	Reduced
1052	OFS OneAscent Financial Services Birmingham, Alabama	$327K	+$309K	1	0.22%	New
1053	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$325K	-$20K	1	0.15%	Reduced
1054	AWA ARS Wealth Advisors St. Petersburg, Florida	$324K	$0	1	0.1%	Maintained
1055	S Surevest Los Angeles, California	$324K	$0	1	0.14%	Maintained
1056	SWM SVA Wealth Management Madison, Wisconsin	$324K	$0	1	0.03%	Maintained
1057	Simplex Trading Chicago, Illinois	$323K	-$248K	4	0%	Reduced
1058	MWM Mattern Wealth Management Lawrence, Kansas	$320K	$0	1	0.16%	Maintained
1059	Fayez Sarofim & Co Houston, Texas	$319K	$0	1	0%	Maintained
1060	SB Sunflower Bank Dallas, Texas	$318K	+$272K	1	0.13%	New
1061	BCM BTC Capital Management Des Moines, Iowa	$317K	-$60	1	0.05%	Reduced
1062	RIA Regal Investment Advisors Kentwood, Michigan	$315K	+$289K	1	0.06%	New
1063	1WA 180 Wealth Advisors Federal Way, Washington	$310K	+$282K	1	0.12%	New
1064	ALAM Asahi Life Asset Management Tokyo, Japan	$307K	-$78.1K	1	0.05%	Reduced
1065	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$307K	-$49.4K	1	0.03%	Reduced
1066	CCM Campbell Capital Management Miami, Florida	$307K	$0	1	0.21%	Maintained
1067	RPC Rossmore Private Capital Glastonbury, Connecticut	$303K	+$286K	1	0.08%	New
1068	Cullen/Frost Bankers San Antonio, Texas	$301K	+$76.4K	4	0.01%	Increased
1069	DP Dearborn Partners Chicago, Illinois	$300K	$0	1	0.02%	Maintained
1070	TCM Tuttle Capital Management Riverside, Connecticut	$300K	+$255K	1	0.21%	New
1071	GIPM G2 Investment Partners Management New York	$299K	+$278K	1	0.07%	New
1072	PVH Psagot Value Holdings Tel Aviv, Israel	$299K	-$68.4K	1	0.01%	Reduced
1073	TA Teton Advisors Rye, New York	$299K	$0	1	0.05%	Maintained
1074	Harvest Fund Management Beijing, China	$297K	-$58.7K	1	0.03%	Reduced
1075	MWC MBM Wealth Consultants Chesterfield, Missouri	$295K	-$121K	1	0.21%	Reduced