← 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
1601	CSC Caldwell Sutter Capital Sausalito, California	$56.2K	+$9.45K	4	0.03%	Increased
1602	BFPW BOK Financial Private Wealth Denver, Colorado	$55.7K	-$12.6K	4	0%	Reduced
1603	LB Legacy Bridge West Des Moines, Iowa	$55.5K	$0	1	0.03%	Maintained
1604	NB NBT Bank Norwich, New York	$54.2K	-$750	4	0%	Reduced
1605	CTA Colonial Trust Advisors Spartanburg, South Carolina	$54.1K	-$1.72K	4	0%	Reduced
1606	Capital Analysts LLC Fort Washington, Pennsylvania	$54K	-$2.44K	3	0%	Reduced
1607	ATC Advantage Trust Company Salina, Kansas	$53.5K	+$59.7K	1	0.03%	New
1608	PA Prism Advisors Studio City, California	$53.3K	$0	1	0.02%	Maintained
1609	EFMH E Fund Management (HK) Central, Hong Kong	$52K	+$49.1K	1	0.04%	New
1610	HCP Hexagon Capital Partners Rogers, Arkansas	$51.7K	+$8.98K	9	0.01%	Increased
1611	BTD BankPlus Trust Department Jackson, Mississippi	$51.3K	+$53.6K	3	0.02%	New
1612	PGAM Princeton Global Asset Management Princeton, New Jersey	$50.7K	$0	3	0.01%	Maintained
1613	SFM Spartan Fund Management Toronto, Ontario, Canada	$49.6K	+$32.5K	1	0.17%	Increased
1614	WBC West Branch Capital Amherst, Massachusetts	$49.5K	-$990	4	0.02%	Reduced
1615	CA Centerpoint Advisors Needham, Massachusetts	$49K	+$10.2K	2	0.02%	Increased
1616	PAM Paradigm Asset Management New York	$48.8K	-$4.34K	3	0.01%	Reduced
1617	GBT Grove Bank & Trust Miami, Florida	$48K	+$20.4K	5	0.01%	Increased
1618	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$47.6K	-$32.3K	3	0%	Reduced
1619	CWP Concord Wealth Partners Abingdon, Virginia	$47K	-$4.58K	5	0.01%	Reduced
1620	CAM Clarity Asset Management Ames, Iowa	$46K	+$148	1	0.03%	Increased
1621	TPW Talon Private Wealth The Villages, Florida	$46K	$0	1	0.01%	Maintained
1622	WW Winnow Wealth Waco, Texas	$45.7K	+$48.4K	3	0.05%	New
1623	TLCM Twin Lakes Capital Management Redwood Shores, California	$45.7K	$0	1	0.03%	Maintained
1624	CIAS CBIZ Investment Advisory Services Independence, Ohio	$44K	+$22.5K	3	0%	Increased
1625	RCM Raleigh Capital Management Cary, North Carolina	$43.9K	-$9.91K	4	0.02%	Reduced