← 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	FA Fiducient Advisors Chicago, Illinois	$226K	+$212K	1	0.08%	New
1227	WSC Wellington Shields & Co New York	$226K	$0	1	0.08%	Maintained
1228	Associated Banc-Corp Green Bay, Wisconsin	$225K	+$1.55K	4	0.01%	Increased
1229	FBT First Bank & Trust Brookings, South Dakota	$225K	+$47.1K	2	0.14%	Increased
1230	HIA Harbor Investment Advisory Lutherville, Maryland	$224K	+$5.13K	7	0.04%	Increased
1231	HCM Highlander Capital Management Short Hills, New Jersey	$224K	-$267K	3	0.13%	Reduced
1232	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$224K	+$224K	1	0.17%	New
1233	HBT Heartland Bank & Trust Bloomington, Illinois	$222K	+$208K	1	0.2%	New
1234	PCC Park Circle Company Baltimore, Maryland	$221K	$0	1	0.21%	Maintained
1235	Waverly Advisors Birmingham, Alabama	$221K	+$142K	1	0.02%	New
1236	Busey Bank Urbana, Illinois	$220K	+$207K	1	0.01%	New
1237	AAM Azzad Asset Management Falls Church, Virginia	$220K	+$206K	1	0.04%	New
1238	RiverFront Investment Group Richmond, Virginia	$217K	+$188K	1	0%	New
1239	TFA Toth Financial Advisory Leesburg, Virginia	$215K	-$9.37K	2	0.04%	Reduced
1240	ESCM Echo Street Capital Management New York	$214K	+$198K	1	0%	New
1241	CB Cadence Bank Tupelo, Mississippi	$213K	+$199K	1	0.03%	New
1242	First Citizens Bank & Trust Raleigh, North Carolina	$213K	-$94.5K	1	0.01%	Reduced
1243	GHA GW Henssler & Associates Kennesaw, Georgia	$213K	-$158K	1	0.02%	Reduced
1244	MIM Manitou Investment Management Toronto, Ontario, Canada	$213K	+$199K	1	0.05%	New
1245	WOSD WFA of San Diego San Diego, California	$212K	+$49.8K	1	0.06%	New
1246	Freestone Capital Holdings Seattle, Washington	$212K	+$80.5K	4	0.01%	Increased
1247	BA Ballast Advisors Woodbury, Minnesota	$211K	+$198K	1	0.11%	New
1248	IAM Infusive Asset Management New York	$211K	+$204K	2	0.07%	New
1249	IAIM International Assets Investment Management Orlando, Florida	$209K	+$199K	8	0.04%	New
1250	TCM Traynor Capital Management Malvern, Pennsylvania	$208K	+$181K	1	0.04%	New