← 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
1176	HR Howe & Rusling Rochester, New York	$26K	+$27.5K	3	0%	Increased
1177	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$26K	+$29.8K	2	0.02%	New
1178	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$25K	$0	1	0%	Maintained
1179	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$24K	+$24.3K	2	0.01%	New
1180	WAS WESPAC Advisors SoCal Pasadena, California	$24K	-$805	1	0.01%	Reduced
1181	DVM Dreman Value Management West Palm Beach, Florida	$23K	$0	2	0.01%	Maintained
1182	GFP Gryphon Financial Partners Columbus, Ohio	$23K	-$5.11K	4	0.01%	Reduced
1183	SA SRH Advisors Salina, Kansas	$23K	$0	2	0.09%	Maintained
1184	Altshuler Shaham Tel Aviv, Israel	$21K	$0	1	0%	Maintained
1185	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$21K	+$3.04K	4	0.02%	Increased
1186	KPCM Kings Point Capital Management Great Neck, New York	$20K	$0	1	0%	Maintained
1187	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$20K	+$8.49K	2	0.01%	Increased
1188	SFSIG San Francisco Sentry Investment Group San Francisco, California	$20K	$0	2	0.01%	Maintained
1189	TFS TrustCore Financial Services Brentwood, Tennessee	$20K	$0	3	0.01%	Maintained
1190	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$19K	$0	2	0%	Maintained
1191	PS Portfolio Solutions Royal Oak, Michigan	$19K	$0	2	0%	Maintained
1192	ZB Zions Bancorporation Salt Lake City, Utah	$19K	-$14.8K	1	0%	Reduced
1193	FRA Front Row Advisors Tiburon, California	$18K	-$73.2K	2	0.01%	Reduced
1194	Global Retirement Partners San Rafael, California	$18K	+$1.32K	4	0.01%	Increased
1195	MCA Mercer Capital Advisers Little Silver, New Jersey	$18K	$0	1	0.01%	Maintained
1196	MC Moors & Cabot Boston, Massachusetts	$18K	-$3.58K	1	0%	Reduced
1197	Allworth Financial Folsom, California	$17K	$0	2	0%	Maintained
1198	FMB Field & Main Bank Henderson, Kentucky	$17K	$0	2	0.02%	Maintained
1199	OC Oakworth Capital Birmingham, Alabama	$17K	-$1.47K	2	0%	Reduced
1200	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$17K	+$8.03K	1	0.02%	Increased