← 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	TA Teton Advisors Rye, New York	$461K	$0	1	0.07%	Maintained
1077	DI Diligent Investors Redlands, California	$457K	$0	2	0.16%	Maintained
1078	JB Capital Wethersfield, Connecticut	$454K	+$579K	1	0.06%	New
1079	VCG Vantage Consulting Group Virginia Beach, Virginia	$452K	+$101K	2	0.1%	Increased
1080	S Surevest Los Angeles, California	$446K	+$820	1	0.11%	Increased
1081	HPWM Highland Private Wealth Management Bellevue, Washington	$444K	+$461K	1	0.06%	New
1082	PP Patten & Patten Chattanooga, Tennessee	$439K	+$547	1	0.03%	Increased
1083	CHC City Holding Co Charleston, West Virginia	$438K	-$42.1K	4	0.07%	Reduced
1084	Spire Wealth Management Mclean, Virginia	$436K	-$11.5K	8	0.01%	Reduced
1085	AIS AM Investment Strategies Chattanooga, Tennessee	$434K	+$497K	1	0.11%	New
1086	CFA Capstone Financial Advisors Downers Grove, Illinois	$433K	$0	1	0.03%	Maintained
1087	Clearstead Advisors Cleveland, Ohio	$432K	+$15.5K	5	0.03%	Increased
1088	WhitTier Trust Company Reno, Nevada	$432K	+$54.4K	7	0.02%	Increased
1089	FAB First American Bank Dundee, Illinois	$431K	-$138K	1	0.02%	Reduced
1090	WA Wealth Alliance Mellville, New York	$430K	+$54K	1	0.1%	Increased
1091	WCM Washington Capital Management Seattle, Washington	$430K	+$474K	1	0.38%	New
1092	MWC MBM Wealth Consultants Chesterfield, Missouri	$427K	+$113K	1	0.19%	Increased
1093	Phoenix Financial Givatayim, Israel	$425K	+$439K	1	0.01%	New
1094	CCM Campbell Capital Management Miami, Florida	$422K	$0	1	0.19%	Maintained
1095	BOS Bank of Stockton Stockton, California	$421K	-$154K	1	0.13%	Reduced
1096	First Horizon Advisors Memphis, Tennessee	$420K	+$381K	11	0.01%	Increased
1097	RTS Round Table Services Westfield, New Jersey	$420K	+$481K	1	0.09%	New
1098	WC Woodstock Corp Boston, Massachusetts	$420K	$0	1	0.05%	Maintained
1099	TCM Tributary Capital Management Omaha, Nebraska	$419K	-$1.81M	1	0.03%	Reduced
1100	CA Calton & Associates Tampa, Florida	$417K	+$547	1	0.09%	Increased