← 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	LWA Lenox Wealth Advisors New York	$40K	+$43K	1	0.01%	New
1077	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$39K	$0	4	0.02%	Maintained
1078	DVM Dreman Value Management West Palm Beach, Florida	$37K	+$36.7K	2	0.02%	New
1079	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$36K	$0	1	0.01%	Maintained
1080	FC Ferris Capital Marlborough, Massachusetts	$36K	+$38.2K	3	0.02%	New
1081	Mondrian Investment Partners London, United Kingdom	$36K	$0	1	0%	Maintained
1082	QAM QCI Asset Management Pittsford, New York	$36K	-$387	2	0%	Reduced
1083	Blackhill Capital Morristown, New Jersey	$35K	+$1.06K	1	0.01%	Increased
1084	ED Exane Derivatives Paris, France	$34.1K	+$1.2K	2	0.01%	Increased
1085	JFA JNBA Financial Advisors Bloomington, Minnesota	$33K	$0	2	0.01%	Maintained
1086	WOC West Oak Capital Westlake Village, California	$32K	-$5.42K	1	0.02%	Reduced
1087	Harvest Fund Management Beijing, China	$31K	$0	1	0%	Maintained
1088	PHK Point72 Hong Kong Hong Kong	$31K	-$274K	2	0.03%	Reduced
1089	DAM Delta Asset Management Memphis, Tennessee	$30K	$0	3	0%	Maintained
1090	LCM Liberty Capital Management Birmingham, Michigan	$30K	-$7.64K	2	0.02%	Reduced
1091	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$30K	$0	1	0.01%	Maintained
1092	TF Tompkins Financial Ithaca, New York	$30K	$0	2	0.01%	Maintained
1093	Bartlett & Co Cincinnati, Ohio	$29K	$0	1	0%	Maintained
1094	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$29K	$0	2	0.01%	Maintained
1095	WAS WESPAC Advisors SoCal Pasadena, California	$28K	+$834	1	0.02%	Increased
1096	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$26K	+$26.5K	4	0.02%	New
1097	SFSIG San Francisco Sentry Investment Group San Francisco, California	$26K	+$27K	3	0.01%	New
1098	CHP Cable Hill Partners Portland, Oregon	$24K	+$39	4	0.01%	Increased
1099	CCM Cribstone Capital Management Augusta, Maine	$24K	-$40.4K	2	0.01%	Reduced
1100	MC Moors & Cabot Boston, Massachusetts	$24K	+$24.5K	1	0%	New