← 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	WCM WealthBridge Capital Management Westerville, Ohio	$39K	+$49.8K	2	0.03%	New
1177	ADL Asset Dedication LLC San Francisco, California	$38K	+$9.52K	4	0.02%	Increased
1178	IDBONY Israel Discount Bank of New York New York	$38K	+$45.8K	1	0.03%	Increased
1179	Altshuler Shaham Tel Aviv, Israel	$37K	+$29.3K	1	0%	Increased
1180	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$37K	-$12.9K	3	0.02%	Reduced
1181	PCTC Perkins Coie Trust Company Seattle, Washington	$37K	$0	2	0.02%	Maintained
1182	Capital Analysts LLC Fort Washington, Pennsylvania	$36K	-$10.2K	2	0%	Reduced
1183	Capstone Investment Advisors New York	$36K	-$24.2K	1	0%	Reduced
1184	FHA Flagship Harbor Advisors Boston, Massachusetts	$36K	-$2.35K	7	0.01%	Reduced
1185	LPC Loeb Partners Corp New York	$36K	+$52.4K	3	0.02%	New
1186	FBT First Bank & Trust Brookings, South Dakota	$35K	+$7.79K	1	0.03%	Increased
1187	NWM Northwest Wealth Management Spencer, Iowa	$34K	$0	3	0.03%	Maintained
1188	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$34K	+$6.88K	6	0.01%	Increased
1189	MCM McKinley Capital Management Anchorage, Alaska	$33K	-$53.2K	1	0%	Reduced
1190	MFW Mosaic Family Wealth St. Louis, Missouri	$32K	$0	2	0.01%	Maintained
1191	WPC White Pine Capital Bloomington, Minnesota	$32K	$0	1	0.01%	Maintained
1192	First Horizon Advisors Memphis, Tennessee	$30K	-$7.66K	5	0%	Reduced
1193	APW Acima Private Wealth Richmond, Virginia	$29K	+$37.2K	2	0.03%	New
1194	CFA Clarfeld Financial Advisors Tarrytown, New York	$29K	+$33.2K	3	0.02%	New
1195	SFSIG San Francisco Sentry Investment Group San Francisco, California	$29K	+$8.15K	6	0.01%	Increased
1196	W WealthOne Albany, New York	$29K	+$29.5K	2	0.03%	New
1197	WAS WESPAC Advisors SoCal Pasadena, California	$28K	$0	1	0.02%	Maintained
1198	BCA Berman Capital Advisors Atlanta, Georgia	$27K	+$33.7K	6	0.01%	New
1199	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$27K	-$233K	1	0.03%	Reduced
1200	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$27K	$0	3	0.01%	Maintained