← 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	AJ Ashburton (Jersey) St Helier, Jersey	$39K	+$39.6K	1	0.02%	New
1152	DAM Delta Asset Management Memphis, Tennessee	$39K	-$4.36K	2	0.01%	Reduced
1153	JWM Janiczek Wealth Management Denver, Colorado	$39K	$0	1	0.02%	Maintained
1154	Magellan Asset Management Sydney, Australia	$39K	-$17.5K	1	0%	Reduced
1155	ACS Archford Capital Strategies Swansea, Illinois	$38K	$0	2	0.01%	Maintained
1156	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$38K	+$1.16K	1	0.02%	Increased
1157	ADL Asset Dedication LLC San Francisco, California	$37K	$0	4	0.01%	Maintained
1158	Atlantic Union Bankshares Glen Allen, Virginia	$36K	+$38.5K	1	0%	New
1159	SWA Sutton Wealth Advisors Tampa, Florida	$35.1K	-$1.84K	4	0.02%	Reduced
1160	JFA JNBA Financial Advisors Bloomington, Minnesota	$35K	+$10.2K	3	0.01%	Increased
1161	CYG Clean Yield Group Norwich, Vermont	$34K	+$10.7K	2	0.01%	Increased
1162	Mondrian Investment Partners London, United Kingdom	$33K	$0	1	0%	Maintained
1163	LCS Levin Capital Strategies New York	$32K	$0	1	0%	Maintained
1164	TF TimeScale Financial Danvers, Massachusetts	$32K	+$34.6K	2	0.01%	New
1165	TC Trust Company Manhattan, Kansas	$32K	$0	2	0.03%	Maintained
1166	CFD Creative Financial Designs Kokomo, Indiana	$30K	-$17.4K	2	0.02%	Reduced
1167	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$30K	-$2.97K	3	0.01%	Reduced
1168	FCB First Command Bank Fort Worth, Texas	$29K	+$18.9K	2	0.01%	Increased
1169	FCFS First Command Financial Services Fort Worth, Texas	$29K	+$18.9K	2	0.01%	Increased
1170	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$29K	-$149K	1	0%	Reduced
1171	TC Truvestments Capital Sarasota, Florida	$29K	-$31.7K	2	0.02%	Reduced
1172	BWM BerganKDV Wealth Management Bloomington, Minnesota	$28K	$0	3	0.01%	Maintained
1173	WCG Weaver Consulting Group Huntington Beach, California	$28K	$0	4	0.02%	Maintained
1174	AFIA America First Investment Advisors Omaha, Nebraska	$27K	$0	1	0.01%	Maintained
1175	EARNEST Partners Atlanta, Georgia	$27K	$0	5	0%	Maintained