← 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
1201	LC Landaas & Company Milwaukee, Wisconsin	$54K	+$53.8K	2	0.04%	New
1202	FIB First Interstate Bank Billings, Montana	$53K	-$9.31K	2	0.01%	Reduced
1203	SMG Spectrum Management Group Indianapolis, Indiana	$52K	$0	1	0.02%	Maintained
1204	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$51K	+$51K	2	0.04%	New
1205	FBT First Bank & Trust Brookings, South Dakota	$50K	+$16.2K	1	0.04%	Increased
1206	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$50K	+$12.2K	8	0.02%	Increased
1207	WA WealthTrust-Arizona Scottsdale, Arizona	$50K	-$3.8K	1	0.03%	Reduced
1208	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$49K	-$10.5K	3	0.03%	Reduced
1209	Magellan Asset Management Sydney, Australia	$47K	$0	1	0%	Maintained
1210	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$46K	+$5.46K	5	0.03%	Increased
1211	Mondrian Investment Partners London, United Kingdom	$44K	-$45.8K	1	0%	Reduced
1212	H Hexavest Montreal, Quebec, Canada	$43K	$0	1	0%	Maintained
1213	JWM Janiczek Wealth Management Denver, Colorado	$42K	+$39.7K	1	0.02%	New
1214	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$42K	$0	1	0.03%	Maintained
1215	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$41K	$0	1	0%	Maintained
1216	MFW Mosaic Family Wealth St. Louis, Missouri	$41K	$0	2	0.02%	Maintained
1217	SAM Shamrock Asset Management Dallas, Texas	$40K	-$7.86K	1	0.02%	Reduced
1218	CIA CSat Investment Advisory Detroit, Michigan	$39K	+$38.6K	3	0.02%	New
1219	POIA Pin Oak Investment Advisors Houston, Texas	$37K	$0	3	0.03%	Maintained
1220	TCCM Timber Creek Capital Management Boston, Massachusetts	$37K	$0	3	0.02%	Maintained
1221	AFIA America First Investment Advisors Omaha, Nebraska	$34K	$0	1	0.01%	Maintained
1222	NWM Northwest Wealth Management Spencer, Iowa	$34K	$0	3	0.03%	Maintained
1223	WPC White Pine Capital Bloomington, Minnesota	$34K	-$341K	1	0.01%	Reduced
1224	JFA JNBA Financial Advisors Bloomington, Minnesota	$33K	$0	2	0.01%	Maintained
1225	ACS Archford Capital Strategies Swansea, Illinois	$32K	-$33.5K	2	0.01%	Reduced