← 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
1276	CWA Centennial Wealth Advisory Traverse City, Michigan	$248K	+$261K	1	0.15%	New
1277	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$247K	+$1.85K	1	0.25%	Increased
1278	CNC Canandaigua National Corp Canandaigua, New York	$246K	-$683	1	0.04%	Reduced
1279	AIM Arcadia Investment Management Kalamazoo, Michigan	$244K	-$38.8K	2	0.06%	Reduced
1280	CSB City State Bank Norwalk, Iowa	$243K	+$12.4K	3	0.17%	Increased
1281	IIC Ironwood Investment Counsel Scottsdale, Arizona	$241K	+$455	1	0.07%	Increased
1282	CC Courier Capital Buffalo, New York	$240K	$0	1	0.03%	Maintained
1283	Rathbones Group Liverpool, United Kingdom	$240K	-$209K	1	0%	Reduced
1284	BOS Bank of Stockton Stockton, California	$236K	-$55.5K	1	0.09%	Reduced
1285	CreativeOne Wealth Overland Park, Kansas	$236K	-$8.27K	1	0.01%	Reduced
1286	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$235K	+$292K	1	0.09%	New
1287	CS Comerica Securities Detroit, Michigan	$232K	+$29.8K	1	0.02%	Increased
1288	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$232K	$0	1	0.03%	Maintained
1289	MA MBA Advisors Hermitage, Pennsylvania	$232K	$0	1	0.17%	Maintained
1290	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$232K	$0	1	0.03%	Maintained
1291	Northeast Financial Consultants Westport, Connecticut	$231K	$0	1	0.02%	Maintained
1292	NRI NFP Retirement Inc Aliso Viejo, California	$230K	-$1.24K	1	0.06%	Reduced
1293	VCM Vivaldi Capital Management Chicago, Illinois	$229K	-$1.65K	1	0.06%	Reduced
1294	GCMG Gyroscope Capital Management Group Naples, Florida	$228K	-$85.8K	1	0.09%	Reduced
1295	1832 Asset Management Toronto, Ontario, Canada	$227K	+$16K	3	0%	Increased
1296	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$226K	-$1.72K	4	0.06%	Reduced
1297	Exencial Wealth Advisors Oklahoma City, Oklahoma	$226K	-$25.1K	1	0.01%	Reduced
1298	Park National Corp Newark, Ohio	$226K	-$85.6K	1	0.01%	Reduced
1299	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$225K	-$76.7K	1	0.03%	Reduced
1300	FG Fiduciary Group Savannah, Georgia	$225K	+$219K	1	0.03%	New