← 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	NFG Next Financial Group Houston, Texas	$67K	-$29.1K	4	0.02%	Reduced
1052	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$63K	+$9.15K	3	0.11%	Increased
1053	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$62K	$0	1	0.03%	Maintained
1054	TCM Tradewinds Capital Management Bellingham, Washington	$58K	+$347	3	0.04%	Increased
1055	DIA Davidson Investment Advisors Great Falls, Montana	$57K	$0	1	0.01%	Maintained
1056	First Horizon Advisors Memphis, Tennessee	$56K	-$1.96K	1	0.01%	Reduced
1057	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$56K	+$10.3K	4	0.03%	Increased
1058	FIB First Interstate Bank Billings, Montana	$55K	-$16K	1	0.01%	Reduced
1059	RBC Roble Belko & Company Sewickley, Pennsylvania	$55K	-$2.06K	1	0.03%	Reduced
1060	ACS Archford Capital Strategies Swansea, Illinois	$54K	+$51.1K	2	0.03%	New
1061	CFA Camarda Financial Advisors Fleming Island, Florida	$53K	-$204K	1	0.03%	Reduced
1062	TDC Thompson Davis & Co Richmond, Virginia	$52K	-$41K	2	0.08%	Reduced
1063	SBL Sargent Bickham Lagudis Boulder, Colorado	$51K	-$3.03K	2	0.01%	Reduced
1064	FPFS First Personal Financial Services Charlotte, North Carolina	$48K	+$48.3K	3	0.02%	New
1065	Mondrian Investment Partners London, United Kingdom	$48K	$0	1	0%	Maintained
1066	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$46K	$0	1	0.02%	Maintained
1067	GAM Gemmer Asset Management Walnut Creek, California	$42K	+$4.46K	4	0.02%	Increased
1068	Benjamin F. Edwards & Company St. Louis, Missouri	$41K	-$6.06K	1	0.01%	Reduced
1069	Blackhill Capital Morristown, New Jersey	$38K	+$1.01K	1	0.01%	Increased
1070	PCTC Perkins Coie Trust Company Seattle, Washington	$38K	$0	1	0.03%	Maintained
1071	JFA JNBA Financial Advisors Bloomington, Minnesota	$37K	-$4.99K	2	0.01%	Reduced
1072	BIG Bellwether Investment Group Chattanooga, Tennessee	$36K	+$35.5K	2	0.04%	New
1073	DVM Dreman Value Management West Palm Beach, Florida	$36K	-$8.75M	1	0.02%	Reduced
1074	QAM QCI Asset Management Pittsford, New York	$36K	$0	1	0.01%	Maintained
1075	CIM Contravisory Investment Management Norwell, Massachusetts	$35K	-$103K	1	0.01%	Reduced