← 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
1451	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$200K	$0	1	0.02%	Maintained
1452	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$198K	$0	1	0.02%	Maintained
1453	CT Colonial Trust Spartanburg, South Carolina	$194K	+$59.2K	4	0.05%	Increased
1454	TFA Toth Financial Advisory Leesburg, Virginia	$193K	-$893K	4	0.03%	Reduced
1455	BMC Benin Management Corp Wilton, Connecticut	$191K	-$3.31K	1	0.07%	Reduced
1456	BIA Bell Investment Advisors Oakland, California	$191K	-$5.56K	13	0.04%	Reduced
1457	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$191K	-$11.9K	1	0.14%	Reduced
1458	RWA Wealth Partners Newton, Massachusetts	$190K	+$201K	1	0%	New
1459	AA Alta Advisers London, United Kingdom	$188K	$0	2	0.11%	Maintained
1460	TCOV Trust Company of Vermont Brattleboro, Vermont	$185K	+$1.77K	4	0.01%	Increased
1461	Belvedere Trading Chicago, Illinois	$184K	-$49.1K	1	0%	Reduced
1462	GWSG GPS Wealth Strategies Group Centennial, Colorado	$179K	+$179K	5	0.04%	New
1463	PCM Poehling Capital Management Madison, Wisconsin	$179K	$0	1	0.06%	Maintained
1464	CTA Colonial Trust Advisors Spartanburg, South Carolina	$178K	-$15.2K	6	0.02%	Reduced
1465	Gradient Investments Arden Hills, Minnesota	$175K	+$4.01K	3	0%	Increased
1466	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$173K	-$17.5K	2	0.06%	Reduced
1467	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$172K	-$99K	4	0.01%	Reduced
1468	ME McIlrath & Eck Arlington, Washington	$172K	+$47.3K	4	0.04%	Increased
1469	CBA Coastal Bridge Advisors Westport, Connecticut	$171K	$0	1	0.04%	Maintained
1470	TCI Wealth Advisors Tucson, Arizona	$171K	+$16.7K	13	0.02%	Increased
1471	CF Centaurus Financial Anaheim, California	$169K	+$5.81K	1	0.01%	Increased
1472	SSB Sandy Spring Bank Olney, Maryland	$167K	-$26.3K	6	0.01%	Reduced
1473	MFG Mendota Financial Group Madison, Wisconsin	$159K	+$112K	2	0.16%	Increased
1474	Altshuler Shaham Tel Aviv, Israel	$158K	+$101K	3	0%	Increased
1475	DAC Dividend Assets Capital Ridgeland, South Carolina	$156K	$0	3	0.03%	Maintained