← 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	Clearstead Advisors Cleveland, Ohio	$396K	+$145K	5	0.03%	Increased
1127	CCM Compass Capital Management Minneapolis, Minnesota	$395K	$0	1	0.03%	Maintained
1128	IWS Insight Wealth Strategies San Ramon, California	$395K	+$378K	1	0.06%	New
1129	SWM SeaCrest Wealth Management Purchase, New York	$395K	-$214K	1	0.05%	Reduced
1130	CCM Campbell Capital Management Miami, Florida	$394K	$0	1	0.18%	Maintained
1131	JWBC John W. Brooker & Co Oakland, California	$393K	$0	1	0.23%	Maintained
1132	WC Woodstock Corp Boston, Massachusetts	$393K	$0	1	0.05%	Maintained
1133	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$393K	+$100K	1	0.1%	Increased
1134	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$392K	+$289K	3	0.26%	Increased
1135	CA Calton & Associates Tampa, Florida	$390K	+$631	1	0.07%	Increased
1136	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$389K	-$21.6K	1	0.1%	Reduced
1137	PK Pflug Koory Omaha, Nebraska	$386K	+$379	2	0.2%	Increased
1138	ATC Argent Trust Co Nashville, Tennessee	$381K	+$20.6K	1	0.03%	Increased
1139	DP Dearborn Partners Chicago, Illinois	$377K	$0	1	0.02%	Maintained
1140	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$377K	$0	2	0.03%	Maintained
1141	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$376K	$0	1	0.18%	Maintained
1142	MSA Marino Stram & Associates Braintree, Massachusetts	$372K	+$318K	1	0.1%	New
1143	YWP YorkBridge Wealth Partners New York	$372K	-$274K	1	0.1%	Reduced
1144	WPWM Windward Private Wealth Management Overland Park, Kansas	$370K	$0	1	0.15%	Maintained
1145	Park National Corp Newark, Ohio	$367K	+$26.7K	1	0.02%	Increased
1146	DMK David M. Knott	$364K	$0	1	0.13%	Maintained
1147	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$364K	-$35.5K	1	0.13%	Reduced
1148	IFS Ifrah Financial Services Little Rock, Arkansas	$362K	-$46.9K	1	0.1%	Reduced
1149	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$361K	$0	4	0.08%	Maintained
1150	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$358K	+$84K	1	0.02%	Increased