← 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	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$44K	+$7.31K	6	0.01%	Increased
1177	ACS Archford Capital Strategies Swansea, Illinois	$42K	+$16.2K	2	0.02%	Increased
1178	DSC Duncker Streett & Co St. Louis, Missouri	$42K	-$24.8K	2	0.01%	Reduced
1179	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$42K	+$37.3K	1	0%	New
1180	PCTC Perkins Coie Trust Company Seattle, Washington	$42K	$0	2	0.02%	Maintained
1181	LCS Levin Capital Strategies New York	$41K	+$63.2K	1	0%	New
1182	NWM Northwest Wealth Management Spencer, Iowa	$40K	+$648	3	0.03%	Increased
1183	PGA Premia Global Advisors Coral Gables, Florida	$39K	+$43.3K	2	0.04%	New
1184	Brinker Capital Investments Berwyn, Pennsylvania	$38K	+$26.4K	2	0%	Increased
1185	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$38K	+$35.3K	4	0.04%	New
1186	SWA Sutton Wealth Advisors Tampa, Florida	$37.1K	-$3.79K	4	0.02%	Reduced
1187	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$37K	-$5.04K	1	0.02%	Reduced
1188	WPC White Pine Capital Bloomington, Minnesota	$37K	$0	1	0.01%	Maintained
1189	ADL Asset Dedication LLC San Francisco, California	$36K	-$4.58K	4	0.01%	Reduced
1190	FBT First Bank & Trust Brookings, South Dakota	$36K	-$7.88K	1	0.03%	Reduced
1191	MFW Mosaic Family Wealth St. Louis, Missouri	$36K	$0	2	0.01%	Maintained
1192	TC Trust Company Manhattan, Kansas	$36K	-$107K	2	0.02%	Reduced
1193	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$35K	+$8.83K	2	0.01%	Increased
1194	Gradient Investments Arden Hills, Minnesota	$34K	-$6.11M	1	0%	Reduced
1195	Mondrian Investment Partners London, United Kingdom	$34K	$0	1	0%	Maintained
1196	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$33K	-$13K	1	0.02%	Reduced
1197	WAS WESPAC Advisors SoCal Pasadena, California	$31K	-$874	1	0.02%	Reduced
1198	SA SRH Advisors Salina, Kansas	$30K	$0	2	0.11%	Maintained
1199	BWM BerganKDV Wealth Management Bloomington, Minnesota	$29K	+$19	3	0.01%	Increased
1200	Catalyst Capital Advisors Huntington, New York	$29K	-$761K	2	0%	Reduced