← 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	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$7K	$0	1	0.01%	Maintained
1302	GWA Guidant Wealth Advisors Palatine, Illinois	$7K	$0	1	0%	Maintained
1303	LF Lee Financial Dallas, Texas	$7K	-$6K	2	0%	Reduced
1304	WCM Wealthcare Capital Management Richmond, Virginia	$7K	$0	1	0%	Maintained
1305	PMFA Plante Moran Financial Advisors Southfield, Michigan	$6K	-$59K	1	0%	Reduced
1306	TWI Thomas White International Chicago, Illinois	$6K	$0	1	0%	Maintained
1307	TIM Tortoise Investment Management White Plains, New York	$6K	+$5.07K	1	0%	New
1308	GEA Glen Eagle Advisors Kingston, New Jersey	$5.3K	$0	1	0%	Maintained
1309	WOC West Oak Capital Westlake Village, California	$5.06K	+$5.21K	1	0%	New
1310	Aristotle Atlantic Partners Sarasota, Florida	$5K	+$269K	1	0%	Increased
1311	CB Community Bank Dewitt, New York	$5K	$0	1	0%	Maintained
1312	IAS IMA Advisory Services Denver, Colorado	$5K	-$5K	2	0%	Reduced
1313	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$5K	+$5.52K	1	0%	New
1314	NIM NuWave Investment Management Parsippany, New Jersey	$5K	+$4.24K	2	0.01%	Increased
1315	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$5K	+$71	2	0%	Increased
1316	RA Rational Advisors Huntington, New York	$5K	-$605K	2	0%	Reduced
1317	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$5K	+$5.88K	2	0%	New
1318	Fidelity International Hamilton, Bermuda	$4K	-$633K	3	0%	Reduced
1319	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$4K	+$4.06K	1	0%	New
1320	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$3K	$0	1	0%	Maintained
1321	CWM Catamount Wealth Management Westport, Connecticut	$3K	$0	1	0%	Maintained
1322	Csenge Advisory Group Clearwater, Florida	$3K	+$6.26K	8	0%	New
1323	DBT Dubuque Bank & Trust Dubuque, Iowa	$3K	-$402	1	0%	Reduced
1324	IDBONY Israel Discount Bank of New York New York	$3K	+$2.5K	1	0%	New
1325	Krilogy Financial St. Louis, Missouri	$3K	+$3.02K	1	0%	New