← 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
1176	Altshuler Shaham Tel Aviv, Israel	$19K	+$62K	1	0%	New
1177	CHP Cable Hill Partners Portland, Oregon	$19K	-$58.5K	4	0.01%	Reduced
1178	MCA Mercer Capital Advisers Little Silver, New Jersey	$19K	$0	1	0.01%	Maintained
1179	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$19K	-$19.9K	4	0.01%	Reduced
1180	PS Portfolio Solutions Royal Oak, Michigan	$19K	$0	2	0%	Maintained
1181	WPA West Paces Advisors Atlanta, Georgia	$19K	-$2.96K	3	0.01%	Reduced
1182	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$18K	-$7.1K	2	0.02%	Reduced
1183	OC Oakworth Capital Birmingham, Alabama	$18K	$0	2	0%	Maintained
1184	FMB Field & Main Bank Henderson, Kentucky	$17K	+$15.9K	2	0.02%	New
1185	Global Retirement Partners San Rafael, California	$17K	+$643	4	0%	Increased
1186	KPCM Kings Point Capital Management Great Neck, New York	$17K	$0	1	0%	Maintained
1187	ADL Asset Dedication LLC San Francisco, California	$16K	+$15.4K	2	0.01%	New
1188	Citizens Financial Group Providence, Rhode Island	$16K	-$13.5K	1	0%	Reduced
1189	OFW Omnia Family Wealth Aventura, Florida	$15K	-$1K	2	0.01%	Reduced
1190	PCFFS Pacific Center for Financial Services San Ramon, California	$15K	+$10.6K	2	0.01%	Increased
1191	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$15K	+$17.3K	4	0.01%	New
1192	FCMT Founders Capital Management (Texas) Houston, Texas	$14K	$0	1	0.01%	Maintained
1193	HT Heritage Trust Oklahoma City, Oklahoma	$14K	$0	1	0.01%	Maintained
1194	CB Community Bank Dewitt, New York	$13K	+$3.98K	3	0%	Increased
1195	LNB Ledyard National Bank	$13K	+$2.89K	3	0%	Increased
1196	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$13K	+$2.46K	2	0.01%	Increased
1197	SWMG Signature Wealth Management Group Atlanta, Georgia	$13K	+$11.7K	4	0.01%	New
1198	Allworth Financial Folsom, California	$12K	$0	2	0%	Maintained
1199	BC Barnett & Company Chattanooga, Tennessee	$12K	$0	2	0.01%	Maintained
1200	Brinker Capital Investments Berwyn, Pennsylvania	$12K	$0	1	0%	Maintained