← 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	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$272K	+$39.5K	1	0.21%	Increased
1177	WCM Weik Capital Management Wyomissing, Pennsylvania	$271K	$0	1	0.11%	Maintained
1178	LC Lindbrook Capital Calabasas, California	$270K	+$4.91K	9	0.06%	Increased
1179	Northeast Financial Consultants Westport, Connecticut	$269K	$0	1	0.02%	Maintained
1180	CWM Connecticut Wealth Management Farmington, Connecticut	$268K	+$273K	1	0.02%	New
1181	KIA KCM Investment Advisors Greenbrae, California	$268K	$0	1	0.01%	Maintained
1182	SSG Summit Securities Group New York	$266K	+$273K	1	0.03%	New
1183	IAIM International Assets Investment Management Orlando, Florida	$264K	+$55.6K	8	0.02%	Increased
1184	MFW Meristem Family Wealth Minnetonka, Minnesota	$264K	$0	1	0.05%	Maintained
1185	Park National Corp Newark, Ohio	$264K	-$9.83K	1	0.01%	Reduced
1186	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$263K	+$3.21K	1	0.03%	Increased
1187	AF Alerus Financial Grand Forks, North Dakota	$262K	-$1.19M	1	0.03%	Reduced
1188	Chicago Partners Investment Group Chicago, Illinois	$262K	+$1.59K	1	0.02%	Increased
1189	RG Renaissance Group Covington, Kentucky	$262K	$0	1	0.01%	Maintained
1190	Krilogy Financial St. Louis, Missouri	$261K	-$957	1	0.03%	Reduced
1191	AT Arden Trust Wilmington, Delaware	$260K	+$8.03K	1	0.04%	Increased
1192	AWM Aries Wealth Management Portland, Maine	$260K	+$247K	1	0.12%	New
1193	VCM Vivaldi Capital Management Chicago, Illinois	$260K	$0	1	0.05%	Maintained
1194	OC Oakworth Capital Birmingham, Alabama	$259K	$0	2	0.03%	Maintained
1195	PCM Palouse Capital Management Spokane, Washington	$258K	+$68.5K	1	0.11%	Increased
1196	AMG National Trust Bank Greenwood Village, Colorado	$257K	-$875K	1	0.01%	Reduced
1197	CAM Cypress Asset Management Houston, Texas	$257K	$0	1	0.07%	Maintained
1198	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$256K	$0	1	0.02%	Maintained
1199	Waverly Advisors Birmingham, Alabama	$256K	$0	1	0.03%	Maintained
1200	Dynamic Advisor Solutions Phoenix, Arizona	$255K	-$239K	1	0.02%	Reduced