← 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	Citizens Financial Group Providence, Rhode Island	$26K	-$30.5K	1	0%	Reduced
1077	Magellan Asset Management Sydney, Australia	$24K	+$9.51K	1	0%	Increased
1078	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$23K	$0	2	0.03%	Maintained
1079	Element Capital Management New York	$22K	-$381K	1	0.01%	Reduced
1080	SFSIG San Francisco Sentry Investment Group San Francisco, California	$21K	-$3.25K	2	0.01%	Reduced
1081	SA SRH Advisors Salina, Kansas	$20K	+$19.6K	3	0.08%	Increased
1082	WPA West Paces Advisors Atlanta, Georgia	$19.2K	-$1.8K	3	0.01%	Reduced
1083	CWM Catamount Wealth Management Westport, Connecticut	$19K	+$19.6K	2	0.01%	New
1084	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$19K	$0	2	0%	Maintained
1085	Frontier Capital Management Boston, Massachusetts	$19K	$0	1	0%	Maintained
1086	MC Moors & Cabot Boston, Massachusetts	$19K	$0	1	0%	Maintained
1087	SWA Sutton Wealth Advisors Tampa, Florida	$18.9K	+$7.06K	4	0.01%	Increased
1088	MCA Mercer Capital Advisers Little Silver, New Jersey	$17K	$0	1	0.01%	Maintained
1089	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$17K	+$12.8K	1	0.02%	Increased
1090	VIA Vantage Investment Advisors State College, Pennsylvania	$17K	$0	2	0%	Maintained
1091	WAM Watermark Asset Management San Ramon, California	$17K	$0	2	0.01%	Maintained
1092	KPCM Kings Point Capital Management Great Neck, New York	$16K	$0	1	0%	Maintained
1093	PS Portfolio Solutions Royal Oak, Michigan	$16K	+$15.8K	2	0%	New
1094	WA Winfield Associates Cleveland, Ohio	$16K	-$4.12K	4	0.01%	Reduced
1095	HCA Horan Capital Advisors Cincinnati, Ohio	$15K	+$15K	1	0.01%	New
1096	OC Oakworth Capital Birmingham, Alabama	$15K	$0	2	0%	Maintained
1097	OFW Omnia Family Wealth Aventura, Florida	$14K	-$5.32K	3	0.01%	Reduced
1098	Global Retirement Partners San Rafael, California	$13K	+$6.28K	3	0.01%	Increased
1099	JCM Jacobi Capital Management Pittston, Pennsylvania	$13K	$0	1	0%	Maintained
1100	PMFA Plante Moran Financial Advisors Southfield, Michigan	$13K	$0	2	0.01%	Maintained