← 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	MFW Mosaic Family Wealth St. Louis, Missouri	$40K	$0	2	0.01%	Maintained
1152	PWAG Polaris Wealth Advisory Group San Rafael, California	$40K	+$44.1K	1	0%	New
1153	SAM Shamrock Asset Management Dallas, Texas	$40K	+$32K	1	0.02%	New
1154	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$39K	$0	1	0%	Maintained
1155	WDL Well Done LLC Holland, Michigan	$38K	+$40.7K	2	0.01%	New
1156	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$37K	-$9.54K	4	0.03%	Reduced
1157	POIA Pin Oak Investment Advisors Houston, Texas	$37K	$0	3	0.03%	Maintained
1158	AFIA America First Investment Advisors Omaha, Nebraska	$35K	$0	1	0.01%	Maintained
1159	FBT First Bank & Trust Brookings, South Dakota	$35K	+$33.9K	1	0.03%	Increased
1160	TCCM Timber Creek Capital Management Boston, Massachusetts	$35K	+$36.2K	3	0.02%	Increased
1161	JFA JNBA Financial Advisors Bloomington, Minnesota	$34K	$0	2	0.01%	Maintained
1162	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$34K	+$3.98K	6	0.01%	Increased
1163	CBT Capital Bank & Trust Irvine, California	$33K	-$38K	2	0%	Reduced
1164	IP Intellectus Partners San Francisco, California	$33K	$0	1	0.01%	Maintained
1165	NWM Northwest Wealth Management Spencer, Iowa	$33K	+$34.6K	3	0.02%	New
1166	Frontier Capital Management Boston, Massachusetts	$32K	-$2.28K	1	0%	Reduced
1167	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$31K	$0	1	0.01%	Maintained
1168	Bartlett & Co Cincinnati, Ohio	$30K	$0	1	0%	Maintained
1169	Blackhill Capital Morristown, New Jersey	$30K	-$987	1	0.01%	Reduced
1170	Bartlett & Co Wealth Management Cincinnati, Ohio	$29.5K	+$29.5K	1	0%	New
1171	CAC Certified Advisory Corp Altamonte Springs, Florida	$28K	+$10.6K	2	0.02%	Increased
1172	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$28K	+$27.8K	2	0.01%	New
1173	MI Markston International White Plains, New York	$28K	$0	1	0%	Maintained
1174	TA Teton Advisors Rye, New York	$28K	-$28.6K	1	0%	Reduced
1175	EARNEST Partners Atlanta, Georgia	$26K	$0	5	0%	Maintained