← 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
MI
Markston International
New York
$27K $0 1 0% Maintained
1177
SA
SRH Advisors
Kansas
$27K $0 2 0.09% Maintained
1178
KFS
Kelly Financial Services
Massachusetts
$26.9K $0 4 0.02% Maintained
1179
WPC
White Pine Capital
Minnesota
$26K $0 1 0.01% Maintained
1180
EWA
Evolution Wealth Advisors
Florida
$25K +$23.1K 3 0.01% New
1181
MSFP
Mark Sheptoff Financial Planning
Connecticut
$25K -$8.38K 2 0.02% Reduced
1182
NCM
Next Capital Management
New York
$25K +$26.6K 5 0.02% New
1183
FRA
Front Row Advisors
California
$24K -$848 4 0.02% Reduced
1184
LA
Legacy Advisors
Pennsylvania
$23K -$49.8K 1 0.02% Reduced
1185
PWMG
Prestige Wealth Management Group
New Jersey
$23K $0 2 0.01% Maintained
1186
TF
Tompkins Financial
New York
$23K -$19.9K 2 0% Reduced
1187
CX Institutional
CX Institutional
Indiana
$22K +$11.1K 4 0% Increased
1188
PO
Private Ocean
California
$22K -$102K 1 0.01% Reduced
1189
WB
Webster Bank
Connecticut
$22K -$29K 1 0% Reduced
1190
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$21.2K -$53.9K 1 0% Reduced
1191
Bartlett & Co
Bartlett & Co
Ohio
$21K -$54K 1 0% Reduced
1192
H
Hexavest
Quebec, Canada
$20K -$167K 2 0% Reduced
1193
SFSIG
San Francisco Sentry Investment Group
California
$20K -$2.37K 2 0.01% Reduced
1194
GWS
Glassman Wealth Services
Virginia
$19K +$1.27K 7 0.01% Increased
1195
HDIM
Hanson & Doremus Investment Management
Vermont
$19K +$282 2 0.01% Increased
1196
First Horizon Advisors
First Horizon Advisors
Tennessee
$18K -$2.97K 4 0% Reduced
1197
HS
Horan Securities
United States
$17K +$18.1K 1 0.02% New
1198
LWM
Lenox Wealth Management
Ohio
$17K -$1.31K 2 0.01% Reduced
1199
BWA
BDO Wealth Advisors
Florida
$16K $0 1 0% Maintained
1200
CB
CNB Bank
Pennsylvania
$16K $0 2 0.01% Maintained