← 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	PGAM Princeton Global Asset Management Princeton, New Jersey	$66K	$0	2	0.04%	Maintained
1177	Atlantic Union Bankshares Glen Allen, Virginia	$64K	-$1.26K	1	0.01%	Reduced
1178	APW Acima Private Wealth Richmond, Virginia	$61K	+$1.04K	1	0.05%	Increased
1179	GC Grace Capital Quincy, Massachusetts	$61K	+$57.6K	1	0.06%	New
1180	TCM Tradewinds Capital Management Bellingham, Washington	$61K	-$7.75K	3	0.02%	Reduced
1181	WC Weil Company San Diego, California	$61K	+$57.6K	1	0.05%	New
1182	MRCM M&R Capital Management Summit, New Jersey	$59K	$0	1	0.01%	Maintained
1183	Capital Analysts LLC Fort Washington, Pennsylvania	$58K	$0	2	0.01%	Maintained
1184	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$57K	-$88.6K	3	0.01%	Reduced
1185	NIM NuWave Investment Management Parsippany, New Jersey	$57K	+$44.2K	1	0.06%	Increased
1186	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$54K	-$9.85K	6	0.01%	Reduced
1187	PCTC Perkins Coie Trust Company Seattle, Washington	$53K	$0	2	0.02%	Maintained
1188	LIM Longfellow Investment Management Boston, Massachusetts	$52K	+$52.1K	1	0.02%	New
1189	AWW Alan W. Weber	$50.7K	$0	1	0.02%	Maintained
1190	ZB Zions Bancorporation Salt Lake City, Utah	$50K	-$1.7K	5	0.01%	Reduced
1191	AIC Ameritas Investment Company Lincoln, Nebraska	$47K	+$44.9K	4	0.01%	New
1192	KFS Kelly Financial Services Braintree, Massachusetts	$46.5K	$0	4	0.04%	Maintained
1193	CIA Cascade Investment Advisors Oregon City, Oregon	$46.2K	+$35.4K	1	0.04%	Increased
1194	BRF B. Riley Financial Los Angeles, California	$46K	$0	1	0.02%	Maintained
1195	DAM Delta Asset Management Memphis, Tennessee	$45K	$0	2	0.01%	Maintained
1196	JWM Janiczek Wealth Management Denver, Colorado	$44K	$0	1	0.02%	Maintained
1197	SWA Sutton Wealth Advisors Tampa, Florida	$43.8K	+$10.8K	6	0.02%	Increased
1198	ADL Asset Dedication LLC San Francisco, California	$43K	$0	4	0.01%	Maintained
1199	Magellan Asset Management Sydney, Australia	$43K	+$10.2K	1	0%	Increased
1200	Catalyst Capital Advisors Huntington, New York	$41K	+$24.9K	2	0%	Increased