← 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
1326	DACG Donor Advised Charitable Giving San Francisco, California	$233K	$0	1	0.02%	Maintained
1327	Koshinski Asset Management Decatur, Illinois	$232K	-$538K	7	0.02%	Reduced
1328	CSB City State Bank Norwalk, Iowa	$232K	-$10.2K	2	0.14%	Reduced
1329	KWM Kolinsky Wealth Management Ramsey, New Jersey	$232K	-$16.9K	1	0.23%	Reduced
1330	Conning Inc Hartford, Connecticut	$231K	-$59.3K	1	0.01%	Reduced
1331	CreativeOne Wealth Overland Park, Kansas	$229K	-$5.56K	1	0.01%	Reduced
1332	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$229K	+$224K	1	0.24%	New
1333	WCM Weik Capital Management Wyomissing, Pennsylvania	$228K	$0	1	0.09%	Maintained
1334	MHR Matthew Hamilton Rosenberg	$226K	+$11K	3	0.08%	Increased
1335	RI Ridgewood Investments Springfield, New Jersey	$226K	+$230K	1	0.15%	New
1336	SMC Smith, Moore & Co Clayton, Missouri	$226K	+$245K	1	0.03%	New
1337	Great Valley Advisor Group Wilmington, Delaware	$224K	-$648	1	0.01%	Reduced
1338	SRC Sage Rhino Capital Menlo Park, California	$224K	-$68.9K	1	0.07%	Reduced
1339	CF Centaurus Financial Anaheim, California	$222K	$0	1	0.02%	Maintained
1340	CCP Clifford Capital Partners Alpine, Utah	$221K	+$253K	1	0.12%	New
1341	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$221K	$0	1	0.14%	Maintained
1342	FIA FNY Investment Advisers New York	$221K	+$146K	3	0.21%	Increased
1343	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$221K	+$170	1	0.11%	Increased
1344	Allworth Financial Folsom, California	$219K	+$64K	7	0%	Increased
1345	Busey Bank Urbana, Illinois	$219K	$0	1	0.01%	Maintained
1346	AIM Arcadia Investment Management Kalamazoo, Michigan	$218K	-$103K	1	0.04%	Reduced
1347	PB Pinnacle Bancorp Beatrice, Nebraska	$218K	$0	3	0.08%	Maintained
1348	TFA Toth Financial Advisory Leesburg, Virginia	$218K	-$187K	1	0.03%	Reduced
1349	Gofen & Glossberg Chicago, Illinois	$217K	-$7.5K	1	0%	Reduced
1350	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$217K	+$1.67K	1	0.15%	Increased