← 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	BFC Bedel Financial Consulting Indianapolis, Indiana	$72K	$0	3	0.05%	Maintained
1177	MRCM M&R Capital Management Summit, New Jersey	$72K	$0	1	0.02%	Maintained
1178	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$71K	+$67.1K	2	0%	Increased
1179	CCM Cribstone Capital Management Augusta, Maine	$70K	-$7.33K	2	0.03%	Reduced
1180	EMG ETF Managers Group Summit, New Jersey	$70K	+$104K	1	0.01%	New
1181	TF Tompkins Financial Ithaca, New York	$70K	$0	3	0.02%	Maintained
1182	EA Edge Advisors Atlanta, Georgia	$69K	-$4.41K	4	0.01%	Reduced
1183	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$69K	-$906	5	0.03%	Reduced
1184	PSC Prentiss Smith & Co Brattleboro, Vermont	$69K	$0	2	0.04%	Maintained
1185	AWW Alan W. Weber	$67.5K	+$52.1K	1	0.03%	New
1186	TCM Tradewinds Capital Management Bellingham, Washington	$67K	$0	2	0.03%	Maintained
1187	BWM BerganKDV Wealth Management Bloomington, Minnesota	$66K	+$67.8K	3	0.01%	New
1188	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$65K	-$11.4K	3	0.02%	Reduced
1189	PMFA Plante Moran Financial Advisors Southfield, Michigan	$65K	-$888	3	0.03%	Reduced
1190	VanEck Associates New York	$65K	-$10K	1	0%	Reduced
1191	HI Harrington Investments Napa, California	$64K	$0	1	0.05%	Maintained
1192	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$64K	-$16.2K	1	0.03%	Reduced
1193	SWA Sutton Wealth Advisors Tampa, Florida	$63.1K	$0	5	0.04%	Maintained
1194	DAM Delta Asset Management Memphis, Tennessee	$62K	$0	2	0.01%	Maintained
1195	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$62K	-$7.45K	2	0.01%	Reduced
1196	WB Webster Bank Waterbury, Connecticut	$62K	$0	2	0.01%	Maintained
1197	Capital Analysts LLC Fort Washington, Pennsylvania	$59K	+$59K	2	0.01%	New
1198	GAM Gemmer Asset Management Walnut Creek, California	$58K	-$954	4	0.02%	Reduced
1199	PCTC Perkins Coie Trust Company Seattle, Washington	$57K	-$10.1K	3	0.03%	Reduced
1200	First Horizon Advisors Memphis, Tennessee	$54K	-$2.98K	4	0%	Reduced