← 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	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$60K	+$15K	6	0.02%	Increased
1127	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$59K	+$64.7K	1	0.05%	New
1128	BWM Baystate Wealth Management Boston, Massachusetts	$59K	+$465	3	0.01%	Increased
1129	MRCM M&R Capital Management Summit, New Jersey	$59K	$0	1	0.01%	Maintained
1130	TCM Tradewinds Capital Management Bellingham, Washington	$59K	$0	3	0.02%	Maintained
1131	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$58K	+$902	6	0.01%	Increased
1132	Krane Funds Advisors New York	$57K	+$59.4K	1	0%	New
1133	PGAM Princeton Global Asset Management Princeton, New Jersey	$57K	$0	2	0.03%	Maintained
1134	EH Employers Holdings Reno, Nevada	$56K	+$51.8K	1	0.03%	New
1135	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$55K	-$2.26K	1	0.01%	Reduced
1136	AWW Alan W. Weber	$53K	$0	1	0.02%	Maintained
1137	APW Acima Private Wealth Richmond, Virginia	$52K	+$5.05K	1	0.04%	Increased
1138	Capital Analysts LLC Fort Washington, Pennsylvania	$51K	$0	2	0.01%	Maintained
1139	FBT First Bank & Trust Brookings, South Dakota	$51K	+$18.6K	1	0.04%	Increased
1140	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$51K	$0	1	0.06%	Maintained
1141	NSIM North Star Investment Management Chicago, Illinois	$50K	-$399K	1	0.01%	Reduced
1142	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$50K	+$462	4	0.04%	Increased
1143	AP Advisors Preferred Rockville, Maryland	$49K	+$55K	1	0.02%	New
1144	ZB Zions Bancorporation Salt Lake City, Utah	$49K	-$2.39K	5	0.01%	Reduced
1145	BRF B. Riley Financial Los Angeles, California	$48K	$0	1	0.02%	Maintained
1146	PCTC Perkins Coie Trust Company Seattle, Washington	$46K	+$8.71K	2	0.02%	Increased
1147	DSC Duncker Streett & Co St. Louis, Missouri	$45K	$0	2	0.01%	Maintained
1148	PDM Penn Davis McFarland Dallas, Texas	$45K	$0	1	0.02%	Maintained
1149	GSWM Golden State Wealth Management Santa Ana, California	$41K	+$26.9K	1	0.01%	Increased
1150	TPWA TRUE Private Wealth Advisors Salem, Oregon	$40K	+$43.4K	2	0.01%	New