← 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
1126	PSC Prentiss Smith & Co Brattleboro, Vermont	$64K	+$60.2K	2	0.03%	Increased
1127	TCM Tradewinds Capital Management Bellingham, Washington	$64K	$0	3	0.03%	Maintained
1128	ACS Archford Capital Strategies Swansea, Illinois	$62K	+$61.3K	2	0.03%	New
1129	HFP Holistic Financial Partners Indianapolis, Indiana	$61K	+$1.1K	2	0.05%	Increased
1130	AIS AlphaOne Investment Services West Chester, Pennsylvania	$60K	+$59K	2	0.02%	New
1131	DAM Delta Asset Management Memphis, Tennessee	$60K	-$2K	2	0.01%	Reduced
1132	FIB First Interstate Bank Billings, Montana	$60K	-$65.6K	2	0.01%	Reduced
1133	First Horizon Advisors Memphis, Tennessee	$59K	-$5.03K	4	0.01%	Reduced
1134	WB Webster Bank Waterbury, Connecticut	$59K	$0	2	0.01%	Maintained
1135	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$58K	-$1.71K	3	0.03%	Reduced
1136	Destination Wealth Management Walnut Creek, California	$56K	+$31.2K	2	0%	New
1137	GAM Gemmer Asset Management Walnut Creek, California	$55K	+$1.5K	5	0.02%	Increased
1138	WA WealthTrust-Arizona Scottsdale, Arizona	$55K	$0	1	0.03%	Maintained
1139	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$53K	-$14.8K	3	0.02%	Reduced
1140	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$51K	$0	1	0.01%	Maintained
1141	VCM Vigilant Capital Management Portland, Maine	$50K	-$1.33K	2	0.01%	Reduced
1142	WCM Whitener Capital Management Rocky Mount, North Carolina	$50K	+$53.5K	3	0.04%	Increased
1143	SMG Spectrum Management Group Indianapolis, Indiana	$49K	-$1K	1	0.02%	Reduced
1144	Magellan Asset Management Sydney, Australia	$48K	+$14.6K	1	0%	Increased
1145	SWA Sutton Wealth Advisors Tampa, Florida	$46.2K	+$21.6K	5	0.03%	Increased
1146	PGA Premia Global Advisors Coral Gables, Florida	$45K	+$2.46K	2	0.04%	Increased
1147	SIS Sound Income Strategies Ft Lauderdale, Florida	$44K	+$47.2K	3	0.03%	Increased
1148	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$40K	-$2.17K	2	0.01%	Reduced
1149	H Hexavest Montreal, Quebec, Canada	$40K	$0	1	0%	Maintained
1150	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$40K	-$50.1K	1	0.03%	Reduced