← 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
1101	Allworth Financial Folsom, California	$9K	$0	1	0%	Maintained
1102	BC Barnett & Company Chattanooga, Tennessee	$9K	+$8.34K	1	0%	New
1103	CBT Central Bank & Trust Lexington, Kentucky	$9K	$0	1	0%	Maintained
1104	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$9K	$0	1	0.03%	Maintained
1105	HMS Hanseatic Management Services Albuquerque, New Mexico	$9K	+$8.15K	1	0%	New
1106	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$8.92K	$0	1	0.01%	Maintained
1107	DOA D'Orazio & Associates Falls Church, Virginia	$8K	+$37	1	0%	Increased
1108	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$8K	+$7.81K	1	0%	New
1109	LWM LBA Wealth Management Jacksonville, Florida	$8K	$0	1	0%	Maintained
1110	CA CapWealth Advisors Franklin, Tennessee	$7K	$0	1	0%	Maintained
1111	LNB Ledyard National Bank	$7K	$0	1	0%	Maintained
1112	TSU TD Securities (USA) New York	$7K	+$32	2	0.06%	Increased
1113	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	$0	1	0%	Maintained
1114	BWA Burt Wealth Advisors North Bethesda, Maryland	$6K	+$2.23K	1	0.01%	Increased
1115	Klingman & Associates New York	$5K	$0	1	0%	Maintained
1116	WA Winfield Associates Cleveland, Ohio	$5K	+$4.75K	2	0%	New
1117	Carson Wealth (CWM LLC) Omaha, Nebraska	$4K	+$130	1	0%	Increased
1118	SA SRH Advisors Salina, Kansas	$4K	$0	2	0.02%	Maintained
1119	TSS Two Sigma Securities New York	$4K	-$359K	1	0.01%	Reduced
1120	WIC Woodmont Investment Counsel Nashville, Tennessee	$4K	$0	1	0%	Maintained
1121	GBT Grove Bank & Trust Miami, Florida	$3K	-$14K	1	0%	Reduced
1122	TCCM Timber Creek Capital Management Boston, Massachusetts	$3K	-$95	1	0%	Reduced
1123	UFA US Financial Advisors Braintree, Massachusetts	$3K	$0	1	0.01%	Maintained
1124	WAS Winch Advisory Services Appleton, Wisconsin	$3K	$0	1	0%	Maintained
1125	FWM Focused Wealth Management Newburgh, New York	$2K	$0	1	0%	Maintained