← 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	MRCM M&R Capital Management Summit, New Jersey	$71K	$0	1	0.02%	Maintained
1077	DAL David A. Lorber	$70K	-$254K	1	1.22%	Reduced
1078	CCM Cribstone Capital Management Augusta, Maine	$69K	+$64.3K	2	0.04%	Increased
1079	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$69K	-$659	3	0.04%	Reduced
1080	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$66K	-$63.8K	4	0.01%	Reduced
1081	Perigon Wealth Management San Francisco, California	$65K	-$9K	2	0.01%	Reduced
1082	ACS Archford Capital Strategies Swansea, Illinois	$60K	$0	3	0.02%	Maintained
1083	HCA Harbour Capital Advisors Tysons Corner, Virginia	$59K	+$57.9K	1	0.03%	New
1084	CFD Creative Financial Designs Kokomo, Indiana	$57K	-$10K	2	0.04%	Reduced
1085	WB Webster Bank Waterbury, Connecticut	$57K	$0	2	0.01%	Maintained
1086	AssetMark Inc Concord, California	$56K	+$4.53K	3	0%	Increased
1087	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$56K	-$143	4	0.06%	Reduced
1088	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$55K	+$13.6K	5	0.02%	Increased
1089	AP Atwood & Palmer Kansas City, Missouri	$54K	+$50.1K	2	0.01%	Increased
1090	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$54K	-$6.57K	2	0.02%	Reduced
1091	AIL AGF Investments LLC Toronto, Ontario, Canada	$51K	-$60.6K	3	0.01%	Reduced
1092	Benjamin F. Edwards & Company St. Louis, Missouri	$51K	-$2.6K	2	0.01%	Reduced
1093	Balentine LLC Atlanta, Georgia	$49K	+$48.4K	1	0%	New
1094	VCM Vigilant Capital Management Portland, Maine	$48K	+$13K	2	0.01%	Increased
1095	ECM Estabrook Capital Management New York	$47.6K	+$44.9K	1	0.01%	New
1096	WP WealthPLAN Partners Omaha, Nebraska	$46.5K	+$45.7K	1	0.16%	New
1097	WIM Westside Investment Management Santa Monica, California	$46.2K	+$16.8K	4	0.02%	Increased
1098	IHT Wealth Management Chicago, Illinois	$46K	$0	3	0.03%	Maintained
1099	GAM Gemmer Asset Management Walnut Creek, California	$45K	-$29	5	0.02%	Reduced
1100	WA WealthTrust-Arizona Scottsdale, Arizona	$44K	-$1.9K	1	0.02%	Reduced