← 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
1076	Perigon Wealth Management San Francisco, California	$74K	-$29.2K	3	0.02%	Reduced
1077	JWM Janiczek Wealth Management Denver, Colorado	$72K	+$67.6K	1	0.03%	New
1078	CFA Carroll Financial Associates Charlotte, North Carolina	$71K	-$13.8K	3	0.01%	Reduced
1079	FIB First Interstate Bank Billings, Montana	$71K	-$5.93K	1	0.01%	Reduced
1080	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$71K	-$1.08K	2	0.04%	Reduced
1081	MRCM M&R Capital Management Summit, New Jersey	$67K	$0	1	0.02%	Maintained
1082	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$64K	$0	1	0.01%	Maintained
1083	CIM Contravisory Investment Management Norwell, Massachusetts	$61K	+$4.72K	2	0.02%	Increased
1084	CFD Creative Financial Designs Kokomo, Indiana	$58K	+$56.2K	2	0.05%	New
1085	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$58K	+$6.7K	2	0.02%	Increased
1086	KT Kanaly Trust Houston, Texas	$58K	-$14.4K	3	0.01%	Reduced
1087	First Horizon Advisors Memphis, Tennessee	$57K	-$12.4K	2	0.01%	Reduced
1088	ACS Archford Capital Strategies Swansea, Illinois	$56K	+$743	3	0.02%	Increased
1089	WB Webster Bank Waterbury, Connecticut	$55K	+$51.2K	2	0.01%	New
1090	AP Advisors Preferred Rockville, Maryland	$54K	+$51K	1	0.03%	New
1091	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$54K	+$51K	4	0.07%	New
1092	Mondrian Investment Partners London, United Kingdom	$53K	+$701	2	0%	Increased
1093	Benjamin F. Edwards & Company St. Louis, Missouri	$52K	+$7.28K	2	0.01%	Increased
1094	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$51K	-$13.9K	1	0.02%	Reduced
1095	AssetMark Inc Concord, California	$48K	-$920K	7	0%	Reduced
1096	JFA JNBA Financial Advisors Bloomington, Minnesota	$48K	-$160K	4	0.01%	Reduced
1097	WA WealthTrust-Arizona Scottsdale, Arizona	$46K	-$1.02K	1	0.03%	Reduced
1098	GAM Gemmer Asset Management Walnut Creek, California	$42K	+$205	5	0.02%	Increased
1099	PCTC Perkins Coie Trust Company Seattle, Washington	$42K	+$548	2	0.03%	Increased
1100	IHT Wealth Management Chicago, Illinois	$41K	+$40.1K	3	0.03%	New