← 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	SL Salomon & Ludwin Richmond, Virginia	$88K	+$2.27K	2	0.02%	Increased
1127	MCM Manchester Capital Management Manchester, Vermont	$83K	+$20K	3	0.01%	Increased
1128	TCCM Timber Creek Capital Management Boston, Massachusetts	$83K	-$28	3	0.06%	Reduced
1129	FGAM Financial Gravity Asset Management Lakeway, Texas	$81K	+$77.6K	8	0.07%	New
1130	GAM Gemmer Asset Management Walnut Creek, California	$81K	+$4.38K	5	0.02%	Increased
1131	HFM Hartford Financial Management Hartford, Connecticut	$79K	$0	3	0.03%	Maintained
1132	KPCM Kings Point Capital Management Great Neck, New York	$78K	+$11K	2	0.02%	Increased
1133	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$77K	$0	2	0.03%	Maintained
1134	Bartlett & Co Wealth Management Cincinnati, Ohio	$76.1K	+$221	3	0%	Increased
1135	Bartlett & Co Cincinnati, Ohio	$76K	+$221	3	0%	Increased
1136	FPFS First Personal Financial Services Charlotte, North Carolina	$76K	-$820	3	0.02%	Reduced
1137	TCI Wealth Advisors Tucson, Arizona	$76K	-$27.7K	3	0.03%	Reduced
1138	CFA Carroll Financial Associates Charlotte, North Carolina	$75K	+$13.8K	5	0.01%	Increased
1139	AWW Alan W. Weber	$73.5K	$0	1	0.03%	Maintained
1140	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$73K	+$113K	1	0.01%	New
1141	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$71K	+$59.1K	1	0.02%	New
1142	Harding Loevner Bridgewater, New Jersey	$70K	-$6.46M	1	0%	Reduced
1143	BWM Baystate Wealth Management Boston, Massachusetts	$68K	+$436	3	0.01%	Increased
1144	BRF B. Riley Financial Los Angeles, California	$66K	+$67.6K	1	0.03%	New
1145	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$66K	-$71.4K	3	0.04%	Reduced
1146	TCM Tradewinds Capital Management Bellingham, Washington	$65K	$0	3	0.02%	Maintained
1147	TC Truvestments Capital Sarasota, Florida	$64K	+$72.9K	3	0.05%	New
1148	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$63K	$0	1	0.03%	Maintained
1149	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$62K	+$3.78K	6	0.01%	Increased
1150	PGAM Princeton Global Asset Management Princeton, New Jersey	$62K	$0	2	0.04%	Maintained