← 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	Perigon Wealth Management San Francisco, California	$61K	$0	2	0.01%	Maintained
1052	IDBONY Israel Discount Bank of New York New York	$60K	+$25.3K	1	0.05%	Increased
1053	MRCM M&R Capital Management Summit, New Jersey	$59K	$0	1	0.01%	Maintained
1054	AIL AGF Investments LLC Toronto, Ontario, Canada	$58K	+$15.4K	3	0.01%	Increased
1055	TCM Tradewinds Capital Management Bellingham, Washington	$58K	-$38.1K	3	0.03%	Reduced
1056	GLI Guardian Life Insurance New York	$56K	-$43.7K	2	0.01%	Reduced
1057	VanEck Associates New York	$56K	-$143K	1	0%	Reduced
1058	DIA Davidson Investment Advisors Great Falls, Montana	$53K	-$26.6K	2	0.01%	Reduced
1059	TDC Thompson Davis & Co Richmond, Virginia	$53K	+$4.63K	4	0.09%	Increased
1060	WB Webster Bank Waterbury, Connecticut	$53K	$0	2	0.01%	Maintained
1061	AssetMark Inc Concord, California	$52K	-$2.24K	4	0%	Reduced
1062	EMG ETF Managers Group Summit, New Jersey	$52K	+$47.9K	1	0%	New
1063	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$52K	+$2.33K	5	0.02%	Increased
1064	AP Atwood & Palmer Kansas City, Missouri	$51K	$0	2	0.01%	Maintained
1065	WA WealthTrust-Arizona Scottsdale, Arizona	$51K	$0	1	0.03%	Maintained
1066	ECM Estabrook Capital Management New York	$48.3K	$0	1	0.01%	Maintained
1067	GAM Gemmer Asset Management Walnut Creek, California	$48K	+$2.75K	5	0.02%	Increased
1068	WIM Westside Investment Management Santa Monica, California	$45K	-$6.08K	4	0.03%	Reduced
1069	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$45K	-$2.46K	2	0.02%	Reduced
1070	Balentine LLC Atlanta, Georgia	$43K	$0	1	0%	Maintained
1071	VCM Vigilant Capital Management Portland, Maine	$43K	$0	2	0.01%	Maintained
1072	VWA V Wealth Advisors Overland Park, Kansas	$43K	+$45K	3	0.02%	New
1073	IP Intellectus Partners San Francisco, California	$41K	+$39.2K	1	0.02%	New
1074	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$41K	-$9.6K	4	0.04%	Reduced
1075	PCTC Perkins Coie Trust Company Seattle, Washington	$41K	$0	2	0.02%	Maintained