← 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	FTI Fiduciary Trust International Lincoln, Massachusetts	$15K	+$17.5K	4	0%	New
1227	BTNA Bremer Trust National Association St. Cloud, Minnesota	$14K	+$19.2K	2	0%	New
1228	PG Patten Group Chattanooga, Tennessee	$14K	+$1.13K	3	0.01%	Increased
1229	CHP Cable Hill Partners Portland, Oregon	$13K	-$968	4	0.01%	Reduced
1230	ESB Essex Savings Bank Essex, Connecticut	$13K	+$17.4K	2	0.01%	New
1231	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$13K	-$102K	1	0%	Reduced
1232	POIA Pin Oak Investment Advisors Houston, Texas	$13K	-$17K	2	0.01%	Reduced
1233	QAM QCI Asset Management Pittsford, New York	$13K	-$2.17K	2	0%	Reduced
1234	RWA River Wealth Advisors Camp Hill, Pennsylvania	$13K	$0	1	0.01%	Maintained
1235	WPA West Paces Advisors Atlanta, Georgia	$12.4K	$0	3	0.01%	Maintained
1236	JCM Jacobi Capital Management Pittston, Pennsylvania	$12K	$0	2	0%	Maintained
1237	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$12K	$0	1	0.01%	Maintained
1238	ED Exane Derivatives Paris, France	$11K	$0	1	0%	Maintained
1239	MCA Mercer Capital Advisers Little Silver, New Jersey	$11K	$0	1	0.01%	Maintained
1240	SPL Smart Portfolios LLC Seattle, Washington	$11K	+$16.5K	2	0.01%	New
1241	Wealthspire Advisors (New York) New York	$11K	+$12.3K	5	0%	New
1242	ZB Zions Bancorporation Salt Lake City, Utah	$11K	-$26.8K	1	0.01%	Reduced
1243	Glazer Capital LLC New York	$10K	$0	1	0%	Maintained
1244	Global Retirement Partners San Rafael, California	$10K	-$2.11K	4	0%	Reduced
1245	HT Heritage Trust Oklahoma City, Oklahoma	$10K	$0	1	0%	Maintained
1246	MCM MV Capital Management Bethesda, Maryland	$9K	-$19.3K	3	0%	Reduced
1247	CIA Cascade Investment Advisors Oregon City, Oregon	$8.75K	$0	1	0.01%	Maintained
1248	Brinker Capital Investments Berwyn, Pennsylvania	$8K	$0	2	0%	Maintained
1249	GWS Glassman Wealth Services Vienna, Virginia	$8K	-$393	5	0%	Reduced
1250	LPWM Lake Point Wealth Management Rockwall, Texas	$8K	+$9.61K	1	0%	New