← 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	BCM BTC Capital Management Des Moines, Iowa	$394K	+$1.17K	1	0.05%	Increased
1077	WA Wealth Alliance Mellville, New York	$392K	+$3.74K	1	0.12%	Increased
1078	PK Pflug Koory Omaha, Nebraska	$387K	-$7.29K	2	0.23%	Reduced
1079	IA Inspire Advisors Meridian, Idaho	$386K	+$383K	3	0.14%	New
1080	Arax Advisory Partners Denver, Colorado	$385K	+$38.4K	6	0.06%	Increased
1081	JWBC John W. Brooker & Co Oakland, California	$383K	$0	1	0.25%	Maintained
1082	WhitTier Trust Company Reno, Nevada	$383K	-$35.2K	5	0.02%	Reduced
1083	FHC First Horizon Corporation Memphis, Tennessee	$379K	+$88.1K	8	0.04%	Increased
1084	MA Mutual Advisors Omaha, Nebraska	$375K	-$1.24K	1	0.03%	Reduced
1085	RCA Ranch Capital Advisors Sarasota, Florida	$375K	+$21.1K	2	0.27%	Increased
1086	DAM Diamant Asset Management Ridgefield, Connecticut	$372K	-$9.97K	1	0.33%	Reduced
1087	MWC MBM Wealth Consultants Chesterfield, Missouri	$370K	+$1.77K	1	0.2%	Increased
1088	South Dakota Investment Council Sioux Falls, South Dakota	$370K	$0	2	0.01%	Maintained
1089	TA Teton Advisors Rye, New York	$365K	$0	1	0.05%	Maintained
1090	AMG Advisors Management Group La Crosse, Wisconsin	$364K	+$73	1	0.15%	Increased
1091	DMK David M. Knott	$363K	$0	1	0.16%	Maintained
1092	S Surevest Los Angeles, California	$359K	$0	1	0.12%	Maintained
1093	AC Avestar Capital New York	$357K	+$310K	1	0.1%	New
1094	Jones Financial Companies Des Peres, Missouri	$357K	-$66.8K	4	0%	Reduced
1095	CBT CoreFirst Bank & Trust Topeka, Kansas	$356K	+$347K	3	0.26%	New
1096	MAM Meeder Asset Management Dublin, Ohio	$354K	-$2.67M	10	0.08%	Reduced
1097	PB Pinnacle Bancorp Beatrice, Nebraska	$354K	+$21.5K	3	0.22%	Increased
1098	RWA River Wealth Advisors Camp Hill, Pennsylvania	$353K	+$14.6K	1	0.08%	Increased
1099	SC Shay Capital New York	$353K	+$304K	1	0.08%	New
1100	AIC Aurora Investment Counsel Atlanta, Georgia	$348K	$0	1	0.28%	Maintained