← 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
1076	CBT Central Bank & Trust Lexington, Kentucky	$9K	$0	1	0%	Maintained
1077	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$9K	$0	3	0.01%	Maintained
1078	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$9K	$0	1	0.03%	Maintained
1079	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$8.74K	$0	1	0.01%	Maintained
1080	Allworth Financial Folsom, California	$8K	-$12.9K	1	0%	Reduced
1081	LWM LBA Wealth Management Jacksonville, Florida	$8K	$0	1	0.01%	Maintained
1082	Waverly Advisors Birmingham, Alabama	$8K	+$7.14K	1	0%	New
1083	HF Hoxton Financial Shepherdstown, West Virginia	$7K	$0	1	0%	Maintained
1084	LWA Lenox Wealth Advisors New York	$7K	$0	1	0%	Maintained
1085	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	-$6.42K	1	0%	Reduced
1086	AC Alexandria Capital Arlington, Virginia	$6K	$0	1	0%	Maintained
1087	PMFA Plante Moran Financial Advisors Southfield, Michigan	$6K	$0	2	0%	Maintained
1088	FNYS First New York Securities New York	$5.64K	-$2.68M	1	0%	Reduced
1089	Klingman & Associates New York	$5K	+$4.47K	1	0%	New
1090	RA Rational Advisors Huntington, New York	$5K	$0	1	0%	Maintained
1091	SA SRH Advisors Salina, Kansas	$4K	$0	2	0.03%	Maintained
1092	CFSG Community Financial Services Group Newport, Vermont	$3K	-$8.49K	1	0%	Reduced
1093	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$3K	-$308	1	0%	Reduced
1094	TCCM Timber Creek Capital Management Boston, Massachusetts	$3K	+$69	1	0%	Increased
1095	WIC Woodmont Investment Counsel Nashville, Tennessee	$3K	+$3.09K	1	0%	New
1096	CAM ClariVest Asset Management San Diego, California	$2K	+$1.07K	1	0%	Increased
1097	FPFS First Personal Financial Services Charlotte, North Carolina	$2K	$0	1	0%	Maintained
1098	FWM Focused Wealth Management Newburgh, New York	$2K	$0	1	0%	Maintained
1099	FAM Formidable Asset Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained
1100	HMS Hanseatic Management Services Albuquerque, New Mexico	$2K	-$1.79M	1	0%	Reduced