← 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
1126	GWS Glassman Wealth Services Vienna, Virginia	$15K	+$6.62K	2	0.01%	Increased
1127	JCM Jacobi Capital Management Pittston, Pennsylvania	$15K	$0	1	0.01%	Maintained
1128	Loomis, Sayles & Company Boston, Massachusetts	$14K	-$11.9K	3	0%	Reduced
1129	SIG Stanford Investment Group Mountain View, California	$14K	$0	1	0.01%	Maintained
1130	AIM Advantage Investment Management Cedar Rapids, Iowa	$13K	$0	1	0%	Maintained
1131	KPCM Kings Point Capital Management Great Neck, New York	$13K	$0	1	0%	Maintained
1132	SIA SeaBridge Investment Advisors Summit, New Jersey	$13K	$0	1	0%	Maintained
1133	KLI Kelman-Lazarov Inc Memphis, Tennessee	$12.2K	$0	1	0.01%	Maintained
1134	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$11K	$0	2	0.01%	Maintained
1135	BC Barnett & Company Chattanooga, Tennessee	$9K	$0	1	0%	Maintained
1136	CBT Central Bank & Trust Lexington, Kentucky	$9K	$0	1	0%	Maintained
1137	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$9K	$0	1	0.02%	Maintained
1138	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$9K	-$26K	1	0%	Reduced
1139	LWM LBA Wealth Management Jacksonville, Florida	$9K	$0	1	0.01%	Maintained
1140	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$9K	+$9.65K	1	0.01%	New
1141	PSC Prentiss Smith & Co Brattleboro, Vermont	$8K	$0	1	0%	Maintained
1142	VIA Vantage Investment Advisors State College, Pennsylvania	$8K	$0	1	0%	Maintained
1143	SWA Sutton Wealth Advisors Tampa, Florida	$7.37K	$0	2	0.01%	Maintained
1144	CA CapWealth Advisors Franklin, Tennessee	$7K	$0	1	0%	Maintained
1145	DOA D'Orazio & Associates Falls Church, Virginia	$7K	+$35	1	0%	Increased
1146	LNB Ledyard National Bank	$7K	$0	1	0%	Maintained
1147	MUS Mitsubishi UFJ Securities Tokyo, Japan	$7K	$0	1	0.04%	Maintained
1148	SAM Solaris Asset Management New York	$7K	+$7.18K	1	0%	New
1149	Klingman & Associates New York	$5K	$0	1	0%	Maintained
1150	WA Winfield Associates Cleveland, Ohio	$5K	$0	2	0%	Maintained