← 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	CFN Cordasco Financial Network Naples, Florida	$26K	-$2K	2	0.02%	Reduced
1252	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$26K	$0	3	0.01%	Maintained
1253	MC Moors & Cabot Boston, Massachusetts	$25K	$0	1	0%	Maintained
1254	Altshuler Shaham Tel Aviv, Israel	$24K	$0	1	0%	Maintained
1255	WAS WESPAC Advisors SoCal Pasadena, California	$24K	+$24.9K	1	0.01%	New
1256	Citizens Financial Group Providence, Rhode Island	$23K	+$23.7K	2	0%	New
1257	EARNEST Partners Atlanta, Georgia	$22K	$0	4	0%	Maintained
1258	MI Markston International White Plains, New York	$21K	$0	1	0%	Maintained
1259	SMFS Squar Milner Financial Services Irvine, California	$21K	$0	2	0.02%	Maintained
1260	ACS Archford Capital Strategies Swansea, Illinois	$20K	-$11.5K	1	0.01%	Reduced
1261	CHP Cable Hill Partners Portland, Oregon	$20K	-$1.61K	5	0.01%	Reduced
1262	TFS TrustCore Financial Services Brentwood, Tennessee	$20K	$0	3	0.01%	Maintained
1263	BWA BDO Wealth Advisors Jacksonville, Florida	$18K	$0	2	0.01%	Maintained
1264	Global Retirement Partners San Rafael, California	$18K	+$212	4	0%	Increased
1265	ED Exane Derivatives Paris, France	$17.5K	-$3.11K	1	0%	Reduced
1266	BC Barnett & Company Chattanooga, Tennessee	$17K	+$17.8K	1	0.01%	New
1267	FMB Field & Main Bank Henderson, Kentucky	$17K	$0	2	0.02%	Maintained
1268	FCMT Founders Capital Management (Texas) Houston, Texas	$17K	+$17K	1	0.01%	New
1269	JCM Jacobi Capital Management Pittston, Pennsylvania	$17K	$0	2	0%	Maintained
1270	MCA Mercer Capital Advisers Little Silver, New Jersey	$17K	$0	1	0.01%	Maintained
1271	PG Patten Group Chattanooga, Tennessee	$17K	$0	2	0.01%	Maintained
1272	WPA West Paces Advisors Atlanta, Georgia	$16.3K	$0	3	0.01%	Maintained
1273	OC Oakworth Capital Birmingham, Alabama	$16K	-$961	2	0%	Reduced
1274	QAM QCI Asset Management Pittsford, New York	$16K	$0	2	0%	Maintained
1275	Capital Guardian Trust Los Angeles, California	$14K	+$13.9K	1	0%	New