← 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
1001	HFM Hartford Financial Management Hartford, Connecticut	$66K	$0	2	0.04%	Maintained
1002	CFA Carroll Financial Associates Charlotte, North Carolina	$65K	+$16.8K	3	0.01%	Increased
1003	WTB Washington Trust Bank Spokane, Washington	$65K	$0	2	0.01%	Maintained
1004	SMG Spectrum Management Group Indianapolis, Indiana	$63K	+$43.3K	3	0.02%	Increased
1005	FIB First Interstate Bank Billings, Montana	$62K	$0	2	0.01%	Maintained
1006	TDC Thompson Davis & Co Richmond, Virginia	$62K	-$109K	3	0.09%	Reduced
1007	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$56K	$0	2	0.04%	Maintained
1008	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$55K	$0	1	0.03%	Maintained
1009	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$54K	-$4.66K	3	0.04%	Reduced
1010	TCM Tradewinds Capital Management Bellingham, Washington	$50K	+$2.42K	3	0.04%	Increased
1011	RBC Roble Belko & Company Sewickley, Pennsylvania	$49K	$0	1	0.03%	Maintained
1012	ACS Archford Capital Strategies Swansea, Illinois	$48K	+$37K	2	0.02%	Increased
1013	VanEck Associates New York	$48K	+$13.7K	1	0%	Increased
1014	Benjamin F. Edwards & Company St. Louis, Missouri	$47K	+$1.77K	2	0.01%	Increased
1015	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$47K	+$4.47K	1	0.03%	Increased
1016	QAM QCI Asset Management Pittsford, New York	$46K	+$13.8K	1	0.01%	Increased
1017	PMFA Plante Moran Financial Advisors Southfield, Michigan	$44K	+$37.1K	3	0.03%	Increased
1018	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$43K	$0	2	0.02%	Maintained
1019	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$43K	+$41.5K	1	0.04%	New
1020	Mondrian Investment Partners London, United Kingdom	$42K	$0	1	0%	Maintained
1021	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$41K	+$39.8K	1	0.02%	New
1022	People's United Financial Bridgeport, Connecticut	$41K	$0	2	0%	Maintained
1023	ZB Zions Bancorporation Salt Lake City, Utah	$41K	$0	2	0.01%	Maintained
1024	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$40K	+$832	4	0.02%	Increased
1025	PineBridge Investments New York	$38K	-$5.78K	1	0%	Reduced