← 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
1251	Altshuler Shaham Tel Aviv, Israel	$21K	$0	1	0%	Maintained
1252	Catalyst Capital Advisors Huntington, New York	$21K	+$11.5K	2	0%	Increased
1253	EARNEST Partners Atlanta, Georgia	$21K	-$7K	4	0%	Reduced
1254	SFSIG San Francisco Sentry Investment Group San Francisco, California	$21K	$0	2	0.01%	Maintained
1255	SMFS Squar Milner Financial Services Irvine, California	$21K	+$19.9K	2	0.02%	New
1256	TFS TrustCore Financial Services Brentwood, Tennessee	$21K	$0	3	0.01%	Maintained
1257	Global Retirement Partners San Rafael, California	$19K	+$802	4	0%	Increased
1258	AIM Advantage Investment Management Cedar Rapids, Iowa	$18K	$0	1	0.01%	Maintained
1259	B Bridgeworth Birmingham, Alabama	$18K	+$19.4K	2	0.01%	New
1260	FMB Field & Main Bank Henderson, Kentucky	$18K	$0	2	0.02%	Maintained
1261	ICM IMS Capital Management Portland, Oregon	$18K	+$18.6K	1	0.01%	New
1262	LYV Live Your Vision West Conshohocken, Pennsylvania	$18K	+$17.7K	2	0.01%	New
1263	MCA Mercer Capital Advisers Little Silver, New Jersey	$18K	$0	1	0.01%	Maintained
1264	OFW Omnia Family Wealth Aventura, Florida	$18K	+$2.26K	3	0.01%	Increased
1265	PG Patten Group Chattanooga, Tennessee	$18K	+$17.7K	2	0.01%	New
1266	BCA Bay Colony Advisors Concord, Massachusetts	$17K	+$17K	2	0.01%	New
1267	BWA BDO Wealth Advisors Jacksonville, Florida	$17K	+$2.98K	2	0.01%	Increased
1268	JCM Jacobi Capital Management Pittston, Pennsylvania	$17K	$0	2	0%	Maintained
1269	OC Oakworth Capital Birmingham, Alabama	$17K	$0	2	0%	Maintained
1270	WPA West Paces Advisors Atlanta, Georgia	$16.6K	$0	3	0.01%	Maintained
1271	ANBT American National Bank & Trust Wichita Falls, Texas	$16K	$0	1	0%	Maintained
1272	Fred Alger Management New York	$16K	$0	1	0%	Maintained
1273	QAM QCI Asset Management Pittsford, New York	$16K	$0	2	0%	Maintained
1274	GWS Glassman Wealth Services Vienna, Virginia	$14K	+$172	5	0.01%	Increased
1275	HT Heritage Trust Oklahoma City, Oklahoma	$14K	$0	1	0.01%	Maintained