← 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	HA Herold Advisors New York	$235K	+$214K	2	0.09%	New
1252	PB Pinnacle Bancorp Beatrice, Nebraska	$234K	-$52.7K	3	0.09%	Reduced
1253	VCM Vivaldi Capital Management Chicago, Illinois	$234K	$0	1	0.05%	Maintained
1254	MIG McGuire Investment Group Wakefield, Rhode Island	$233K	+$209K	1	0.04%	New
1255	WCM Weik Capital Management Wyomissing, Pennsylvania	$233K	+$20.3K	1	0.1%	Increased
1256	Chicago Partners Investment Group Chicago, Illinois	$232K	-$195K	1	0.02%	Reduced
1257	CPA Court Place Advisors Ellicott City, Maryland	$232K	$0	1	0.07%	Maintained
1258	EAM Exos Asset Management New York	$231K	-$433K	1	0.12%	Reduced
1259	FBFS First Business Financial Services Madison, Wisconsin	$231K	$0	1	0.03%	Maintained
1260	MHR Matthew Hamilton Rosenberg	$230K	+$57.4K	3	0.09%	Increased
1261	ACS Archford Capital Strategies Swansea, Illinois	$228K	$0	1	0.05%	Maintained
1262	TFA Toth Financial Advisory Leesburg, Virginia	$228K	-$702K	2	0.03%	Reduced
1263	Ballentine Partners Waltham, Massachusetts	$227K	-$247K	1	0.01%	Reduced
1264	Great Valley Advisor Group Wilmington, Delaware	$227K	+$745	1	0.02%	Increased
1265	BST Bath Savings Trust Bath, Maine	$224K	-$13.7K	1	0.03%	Reduced
1266	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$221K	$0	1	0.03%	Maintained
1267	WC Weil Company San Diego, California	$219K	$0	1	0.11%	Maintained
1268	Baker Avenue Asset Management San Francisco, California	$218K	+$218K	1	0.01%	New
1269	HM Payson & Co Portland, Maine	$218K	$0	3	0.01%	Maintained
1270	AF Alerus Financial Grand Forks, North Dakota	$217K	-$3.15K	1	0.02%	Reduced
1271	ICM Islay Capital Management Lubbock, Texas	$217K	-$16.5K	2	0.17%	Reduced
1272	WFI West Family Investments Carlsbad, California	$217K	+$4.06K	1	0.06%	Increased
1273	First Citizens Bank & Trust Raleigh, North Carolina	$216K	+$1.23K	1	0.01%	Increased
1274	SP Successful Portfolios Clearwater, Florida	$215K	+$677	1	0.13%	Increased
1275	CWM Connecticut Wealth Management Farmington, Connecticut	$214K	+$2.03K	1	0.02%	Increased