← 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
1301	CWM Catamount Wealth Management Westport, Connecticut	$4K	$0	1	0%	Maintained
1302	LNB Ledyard National Bank	$4K	$0	1	0%	Maintained
1303	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$4K	-$16.9K	1	0%	Reduced
1304	ZB Zions Bancorporation Salt Lake City, Utah	$4K	-$15.1K	1	0%	Reduced
1305	DBT Dubuque Bank & Trust Dubuque, Iowa	$3K	-$2K	1	0%	Reduced
1306	HR Howe & Rusling Rochester, New York	$3K	-$24K	1	0%	Reduced
1307	PCFFS Pacific Center for Financial Services San Ramon, California	$3K	$0	2	0%	Maintained
1308	PGA Premia Global Advisors Coral Gables, Florida	$3K	-$42K	1	0%	Reduced
1309	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	$0	1	0%	Maintained
1310	CA Centerpoint Advisors Needham, Massachusetts	$2K	+$1.96K	1	0%	New
1311	MSA Marino Stram & Associates Braintree, Massachusetts	$2K	+$2.33K	1	0%	New
1312	TD Ameritrade Investment Management Omaha, Nebraska	$2K	+$1.82K	1	0%	New
1313	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	-$559	2	0%	Reduced
1314	NIM NuWave Investment Management Parsippany, New Jersey	$1K	-$175K	1	0%	Reduced
1315	ACC Accident Compensation Corp Wellington, New Zealand	$0	-$1.33M	0	–	Closed
1316	ARM Adirondack Research & Management Guilderland, New York	$0	-$2.38M	0	–	Closed
1317	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$60K	0	–	Closed
1318	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$1.11M	0	–	Closed
1319	AC AMS Capital Sao Paulo, Brazil	$0	-$1.97M	0	–	Closed
1320	ACM Armbruster Capital Management Pittsford, New York	$0	-$11K	0	–	Closed
1321	BP Banbury Partners Charlotte, North Carolina	$0	-$19.4M	0	–	Closed
1322	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$205K	0	–	Closed
1323	BC Beaconlight Capital New York	$0	-$11.4M	0	–	Closed
1324	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$0	-$214K	0	–	Closed
1325	Bogart Wealth LLC Mclean, Virginia	$0	-$1K	0	–	Closed