← 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
1226	BNA BankChampaign National Association Champaign, Illinois	$263K	-$455K	1	0.2%	Reduced
1227	M Mirova Paris, France	$261K	$0	1	0.01%	Maintained
1228	PTP Platform Technology Partners New York	$261K	+$116K	1	0.04%	Increased
1229	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$260K	+$23K	12	0.02%	Increased
1230	CFP Cascade Financial Partners San Diego, California	$260K	+$212K	1	0.02%	New
1231	SIC SJS Investment Consulting Sylvania, Ohio	$260K	+$112K	14	0.03%	Increased
1232	SW SkyOak Wealth Southfield, Michigan	$260K	+$85.2K	1	0.04%	Increased
1233	CoreCap Advisors Southfield, Michigan	$259K	-$28.1K	9	0.01%	Reduced
1234	Aptus Capital Advisors Fairhope, Alabama	$259K	-$177K	1	0%	Reduced
1235	CCA Childress Capital Advisors Houston, Texas	$259K	+$276K	1	0.04%	New
1236	TWD True Wealth Design Akron, Ohio	$254K	+$126K	15	0.06%	Increased
1237	BPAMU BTG Pactual Asset Management US New York	$254K	+$207K	1	0.02%	New
1238	GWP Gateway Wealth Partners Appleton, Wisconsin	$252K	+$261K	1	0.02%	New
1239	MW Maia Wealth Denver, Colorado	$252K	+$206K	1	0.04%	New
1240	SRC Shufro Rose & Co New York	$249K	-$30.6K	1	0.01%	Reduced
1241	FRA Frank Rimerman Advisors Palo Alto, California	$248K	-$596K	1	0.01%	Reduced
1242	C Covestor London, United Kingdom	$247K	+$5.66K	15	0.14%	Increased
1243	PWP Phillips Wealth Planners Starkville, Mississippi	$247K	-$829	1	0.18%	Reduced
1244	SCA Scott Capital Advisors Portland, Oregon	$247K	$0	1	0.04%	Maintained
1245	Hancock Whitney Gulfport, Mississippi	$245K	+$5.28K	1	0%	Increased
1246	Stock Yards Bank & Trust Louisville, Kentucky	$245K	+$2.07K	1	0.01%	Increased
1247	MCC Malaga Cove Capital Pv Estates, California	$243K	+$258K	1	0.08%	New
1248	DWP Destiny Wealth Partners Tavares, Florida	$243K	+$93.9K	1	0.03%	Increased
1249	TAFW Tred Avon Family Wealth Easton, Maryland	$243K	-$246K	1	0.07%	Reduced
1250	CFP Catalyst Financial Partners Boston, Massachusetts	$243K	+$63.2K	1	0.02%	Increased