← 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	Atlantic Union Bankshares Glen Allen, Virginia	$535K	$0	1	0.05%	Maintained
1052	CIC Chase Investment Counsel Charlottesville, Virginia	$534K	-$189K	2	0.22%	Reduced
1053	MWM Mattern Wealth Management Lawrence, Kansas	$532K	$0	2	0.17%	Maintained
1054	NICM Neo Ivy Capital Management New York	$532K	+$303K	4	0.54%	Increased
1055	KFP KB Financial Partners Princeton, New Jersey	$531K	+$6.37K	4	0.2%	Increased
1056	Carson Wealth (CWM LLC) Omaha, Nebraska	$528K	$0	10	0%	Maintained
1057	Cornerstone Investment Partners Atlanta, Georgia	$528K	+$196K	2	0.03%	Increased
1058	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$527K	-$67.5K	1	0.18%	Reduced
1059	TFS Thoroughbred Financial Services Brentwood, Tennessee	$526K	+$449K	1	0.13%	New
1060	CHC City Holding Co Charleston, West Virginia	$520K	-$45.3K	3	0.09%	Reduced
1061	CGL Clarius Group LLC Seattle, Washington	$517K	+$7.71K	2	0.05%	Increased
1062	CC Courier Capital Buffalo, New York	$517K	+$25.3K	2	0.05%	Increased
1063	MIA MainStreet Investment Advisors Chicago, Illinois	$512K	-$4.42K	1	0.04%	Reduced
1064	OLA Oliver Luxxe Assets Gladstone, New Jersey	$512K	+$134K	1	0.14%	Increased
1065	RIA Regal Investment Advisors Kentwood, Michigan	$510K	+$483K	1	0.05%	New
1066	EVC Eidelman Virant Capital Saint Louis, Missouri	$507K	+$490K	1	0.2%	New
1067	BCM Breiter Capital Management Bradenton, Florida	$506K	+$432K	1	0.27%	New
1068	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$503K	-$187K	1	0.08%	Reduced
1069	RWA River Wealth Advisors Camp Hill, Pennsylvania	$502K	+$6.31K	1	0.09%	Increased
1070	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$499K	-$44.8K	1	0.12%	Reduced
1071	Parallax Volatility Advisers San Francisco, California	$498K	-$1.72M	3	0%	Reduced
1072	SA SL Advisors Westfield, New Jersey	$497K	-$34.1K	2	1.26%	Reduced
1073	IC Inverness Counsel New York	$496K	+$423K	1	0.02%	New
1074	MWC MBM Wealth Consultants Chesterfield, Missouri	$496K	+$4.07K	1	0.23%	Increased
1075	AWA ARS Wealth Advisors St. Petersburg, Florida	$494K	$0	1	0.09%	Maintained