← 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
1051	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$46K	$0	1	0.04%	Maintained
1052	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$45K	-$4.54K	1	0.03%	Reduced
1053	Mondrian Investment Partners London, United Kingdom	$45K	$0	1	0%	Maintained
1054	Benjamin F. Edwards & Company St. Louis, Missouri	$44K	-$6K	1	0.01%	Reduced
1055	ZB Zions Bancorporation Salt Lake City, Utah	$44K	$0	2	0.01%	Maintained
1056	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$43K	$0	1	0.02%	Maintained
1057	JFA JNBA Financial Advisors Bloomington, Minnesota	$41K	+$4.54K	2	0.01%	Increased
1058	VCM Vigilant Capital Management Portland, Maine	$40K	-$308	2	0.01%	Reduced
1059	PCTC Perkins Coie Trust Company Seattle, Washington	$36K	$0	1	0.02%	Maintained
1060	DA Denali Advisors San Diego, California	$35K	+$34K	1	0.01%	New
1061	Gradient Investments Arden Hills, Minnesota	$35K	+$22.3K	1	0%	Increased
1062	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$35K	+$7.13K	2	0.03%	Increased
1063	GAM Gemmer Asset Management Walnut Creek, California	$34K	-$47	4	0.02%	Reduced
1064	WA WealthTrust-Arizona Scottsdale, Arizona	$34K	+$296	1	0.02%	Increased
1065	Blackhill Capital Morristown, New Jersey	$33K	-$924	1	0.01%	Reduced
1066	QAM QCI Asset Management Pittsford, New York	$33K	-$14K	1	0%	Reduced
1067	TF Tompkins Financial Ithaca, New York	$32K	-$63K	1	0.01%	Reduced
1068	Edmond de Rothschild Holding Chambesy, Switzerland	$31K	$0	1	0%	Maintained
1069	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$31K	$0	1	0.01%	Maintained
1070	BCM Blume Capital Management Berkeley, California	$29K	$0	1	0.02%	Maintained
1071	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$27K	+$6.78K	2	0.03%	Increased
1072	CYG Clean Yield Group Norwich, Vermont	$27K	+$25.4K	1	0.01%	New
1073	RWA Ropes Wealth Advisors Boston, Massachusetts	$27K	+$1.47K	1	0.01%	Increased
1074	EMG ETF Managers Group Summit, New Jersey	$26K	+$20.4K	1	0.02%	New
1075	M MOTCO San Antonio, Texas	$26K	+$24.1K	1	0%	New