← 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
1151	Bartlett & Co Cincinnati, Ohio	$30K	$0	1	0%	Maintained
1152	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$30K	-$24.9K	4	0.01%	Reduced
1153	PGA Premia Global Advisors Coral Gables, Florida	$30K	+$32K	2	0.03%	New
1154	WAS WESPAC Advisors SoCal Pasadena, California	$29K	$0	1	0.02%	Maintained
1155	GFP Gryphon Financial Partners Columbus, Ohio	$28K	+$25.4K	4	0.02%	New
1156	MI Markston International White Plains, New York	$28K	-$2.64K	1	0%	Reduced
1157	ED Exane Derivatives Paris, France	$27.2K	-$10.9K	1	0%	Reduced
1158	TSS Two Sigma Securities New York	$27K	-$923K	1	0%	Reduced
1159	EARNEST Partners Atlanta, Georgia	$26K	+$23.9K	5	0%	New
1160	PW Price Wealth Austin, Texas	$26K	+$26.2K	3	0.02%	New
1161	MC Moors & Cabot Boston, Massachusetts	$25K	+$3.05K	1	0%	Increased
1162	WOC West Oak Capital Westlake Village, California	$24.6K	-$9.55K	1	0.02%	Reduced
1163	DVM Dreman Value Management West Palm Beach, Florida	$24K	$0	2	0.01%	Maintained
1164	SA SRH Advisors Salina, Kansas	$23K	-$1K	2	0.09%	Reduced
1165	SWA Sutton Wealth Advisors Tampa, Florida	$22.1K	$0	4	0.02%	Maintained
1166	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$22K	+$9.83K	1	0%	Increased
1167	RA Rational Advisors Huntington, New York	$22K	-$415K	1	0.01%	Reduced
1168	CAC Certified Advisory Corp Altamonte Springs, Florida	$21K	+$21.5K	1	0.02%	New
1169	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$21K	$0	2	0%	Maintained
1170	TL TrueWealth LLC Atlanta, Georgia	$21K	+$20K	3	0.01%	New
1171	WAM Watermark Asset Management San Ramon, California	$21K	$0	2	0.01%	Maintained
1172	WA Winfield Associates Cleveland, Ohio	$21K	+$887	4	0.01%	Increased
1173	Capstone Investment Advisors New York	$20K	-$391K	1	0%	Reduced
1174	SFSIG San Francisco Sentry Investment Group San Francisco, California	$20K	-$4.83K	2	0.01%	Reduced
1175	TFS TrustCore Financial Services Brentwood, Tennessee	$20K	+$18.6K	3	0.01%	New