← 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
1351	CS Comerica Securities Detroit, Michigan	$222K	-$18.7K	1	0.01%	Reduced
1352	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$222K	+$206K	3	0.14%	New
1353	BST Bath Savings Trust Bath, Maine	$221K	$0	1	0.02%	Maintained
1354	MHR Matthew Hamilton Rosenberg	$221K	-$11K	3	0.08%	Reduced
1355	SA SL Advisors Westfield, New Jersey	$221K	-$22.6K	1	0.54%	Reduced
1356	SP Successful Portfolios Clearwater, Florida	$220K	+$3.28K	1	0.12%	Increased
1357	VFA Voya Financial Advisors Windsor, Connecticut	$220K	+$213K	1	0.02%	New
1358	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$219K	-$119K	1	0.02%	Reduced
1359	NFSG Newbridge Financial Services Group Boca Raton, Florida	$219K	-$104K	3	0.1%	Reduced
1360	SSB Sandy Spring Bank Olney, Maryland	$219K	+$111K	5	0.01%	Increased
1361	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$219K	+$210K	1	0.17%	New
1362	AF Alerus Financial Grand Forks, North Dakota	$218K	-$786	1	0.02%	Reduced
1363	MAM Must Asset Management Seoul, South Korea	$218K	+$169K	1	0.12%	New
1364	TWM Titus Wealth Management Larskpur, California	$216K	+$207K	1	0.1%	New
1365	TPA Trivium Point Advisory Westport, Connecticut	$215K	-$38.2K	1	0.05%	Reduced
1366	TCOV Trust Company of Vermont Brattleboro, Vermont	$214K	+$208K	5	0.01%	New
1367	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$212K	+$203K	3	0.03%	New
1368	Wealthspire Advisors (New York) New York	$212K	-$257K	1	0%	Reduced
1369	WSC Wellington Shields & Co New York	$212K	$0	1	0.04%	Maintained
1370	MCA Millennium Capital Advisors Little Rock, Arkansas	$211K	+$210K	1	0.16%	New
1371	FIM Freedom Investment Management Hartford, Connecticut	$210K	-$729K	1	0.02%	Reduced
1372	HWIS Hancock Whitney Investment Services New Orleans, Louisiana	$210K	+$209K	1	0.04%	New
1373	CA Cullinan Associates Louisville, Kentucky	$208K	+$208K	1	0.01%	New
1374	ER Enlightenment Research Miami, Florida	$208K	+$208K	1	0.3%	New
1375	OAM Occidental Asset Management Burlingame, California	$208K	$0	1	0.05%	Maintained