← 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
1201	EIP Ellis Investment Partners Berwyn, Pennsylvania	$16K	+$17.7K	1	0.01%	New
1202	MF Manchester Financial Westlake Village, California	$16K	+$14.4K	1	0.01%	New
1203	POIA Pin Oak Investment Advisors Houston, Texas	$16K	$0	2	0.01%	Maintained
1204	NIM NuWave Investment Management Parsippany, New Jersey	$15K	$0	2	0.02%	Maintained
1205	RA Rational Advisors Huntington, New York	$15K	$0	2	0.01%	Maintained
1206	Catalyst Capital Advisors Huntington, New York	$14K	-$16K	1	0%	Reduced
1207	FMB Field & Main Bank Henderson, Kentucky	$14K	$0	2	0.01%	Maintained
1208	FPB First PREMIER Bank Sioux Falls, South Dakota	$14K	-$290K	2	0.01%	Reduced
1209	HI Hudock Inc Williamsport, Pennsylvania	$14K	+$116	1	0.01%	Increased
1210	TFS TrustCore Financial Services Brentwood, Tennessee	$14K	$0	2	0%	Maintained
1211	WPA West Paces Advisors Atlanta, Georgia	$13.3K	$0	3	0.01%	Maintained
1212	CH Canton Hathaway Providence, Rhode Island	$13K	+$13.9K	1	0.01%	New
1213	CAL Capital Advisors Ltd Shaker Heights, Ohio	$13K	+$14.6K	1	0%	New
1214	MCA Mercer Capital Advisers Little Silver, New Jersey	$13K	$0	1	0.01%	Maintained
1215	M MOTCO San Antonio, Texas	$13K	+$12.9K	4	0%	New
1216	QAM QCI Asset Management Pittsford, New York	$13K	$0	2	0%	Maintained
1217	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$12K	$0	1	0%	Maintained
1218	VEA Virtus ETF Advisers New York	$12K	+$12.6K	1	0%	New
1219	CIA Cascade Investment Advisors Oregon City, Oregon	$11.6K	$0	1	0.01%	Maintained
1220	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$11K	-$4K	1	0%	Reduced
1221	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$11K	-$10.4K	1	0.01%	Reduced
1222	Balentine LLC Atlanta, Georgia	$10K	+$3.08K	3	0%	Increased
1223	CBT Capital Bank & Trust Irvine, California	$10K	+$3.52K	1	0%	Increased
1224	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$10K	$0	1	0%	Maintained
1225	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$10K	+$157	5	0%	Increased