← 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	Colony Group Boston, Massachusetts	$234K	+$213K	1	0.01%	New
1127	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$234K	+$200K	1	0.09%	New
1128	AFG Albion Financial Group Salt Lake City, Utah	$231K	-$50K	1	0.03%	Reduced
1129	MSR Main Street Research Lakeville, Connecticut	$230K	+$196K	1	0.04%	New
1130	RWA River Wealth Advisors Camp Hill, Pennsylvania	$230K	+$196K	1	0.07%	New
1131	KIA KCM Investment Advisors Greenbrae, California	$228K	-$36.2K	1	0.01%	Reduced
1132	MCM Matarin Capital Management New York	$228K	+$219K	1	0.05%	New
1133	SA SL Advisors Westfield, New Jersey	$228K	-$16.4K	1	0.87%	Reduced
1134	HighPoint Advisor Group Downers Grove, Illinois	$226K	-$9.33K	1	0.05%	Reduced
1135	BOH Bank of Hawaii Honolulu, Hawaii	$225K	+$191K	1	0.02%	New
1136	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$225K	-$6.53M	5	0%	Reduced
1137	Tocqueville Asset Management New York	$225K	-$73.3K	1	0%	Reduced
1138	TCOV Trust Company of Vermont Brattleboro, Vermont	$224K	-$47K	4	0.02%	Reduced
1139	WCM Weik Capital Management Wyomissing, Pennsylvania	$224K	+$211K	1	0.12%	New
1140	Busey Bank Urbana, Illinois	$223K	+$190K	1	0.02%	New
1141	Crawford Investment Counsel Atlanta, Georgia	$223K	+$190K	1	0.01%	New
1142	Dynamic Advisor Solutions Phoenix, Arizona	$223K	+$212K	1	0.03%	New
1143	Obermeyer Wealth Partners Aspen, Colorado	$223K	+$211K	1	0.02%	New
1144	Prospera Financial Services Dallas, Texas	$223K	+$211K	1	0.02%	New
1145	SP Successful Portfolios Clearwater, Florida	$222K	+$211K	1	0.2%	New
1146	Chicago Capital Chicago, Illinois	$220K	-$15.6M	1	0.01%	Reduced
1147	WSC Wellington Shields & Co New York	$220K	+$208K	1	0.1%	New
1148	IHT Wealth Management Chicago, Illinois	$218K	+$186K	1	0.03%	New
1149	Associated Banc-Corp Green Bay, Wisconsin	$217K	+$2.67K	4	0.01%	Increased
1150	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$216K	+$204K	1	0.19%	New