← 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	Mondrian Investment Partners London, United Kingdom	$38K	$0	1	0%	Maintained
1202	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$38K	$0	1	0.02%	Maintained
1203	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$37K	+$2.54K	3	0.01%	Increased
1204	TF TimeScale Financial Danvers, Massachusetts	$37K	$0	2	0.01%	Maintained
1205	CBT Capital Bank & Trust Irvine, California	$36K	+$21.1K	5	0%	Increased
1206	CFD Creative Financial Designs Kokomo, Indiana	$36K	+$4.52K	2	0.02%	Increased
1207	TC Trust Company Manhattan, Kansas	$36K	$0	2	0.03%	Maintained
1208	AJ Ashburton (Jersey) St Helier, Jersey	$34K	$0	1	0.02%	Maintained
1209	QCMC Quantum Capital Management (California) San Francisco, California	$34K	+$31.6K	2	0.02%	New
1210	TC Truvestments Capital Sarasota, Florida	$34K	$0	2	0.02%	Maintained
1211	BWM BerganKDV Wealth Management Bloomington, Minnesota	$31K	$0	3	0.01%	Maintained
1212	CYG Clean Yield Group Norwich, Vermont	$31K	$0	2	0.01%	Maintained
1213	SA SRH Advisors Salina, Kansas	$31K	$0	2	0.1%	Maintained
1214	CX Institutional Auburn, Indiana	$30K	+$6.25K	4	0%	Increased
1215	WCG Weaver Consulting Group Huntington Beach, California	$30K	$0	4	0.02%	Maintained
1216	EARNEST Partners Atlanta, Georgia	$29K	$0	5	0%	Maintained
1217	PWMG Prestige Wealth Management Group Flemington, New Jersey	$29K	+$1.21K	3	0.02%	Increased
1218	FCB First Command Bank Fort Worth, Texas	$28K	$0	2	0.01%	Maintained
1219	FCFS First Command Financial Services Fort Worth, Texas	$28K	$0	2	0.01%	Maintained
1220	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$28K	$0	2	0.01%	Maintained
1221	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$27K	$0	2	0.02%	Maintained
1222	MI Markston International White Plains, New York	$27K	$0	1	0%	Maintained
1223	JFA JNBA Financial Advisors Bloomington, Minnesota	$26K	-$9.76K	2	0.01%	Reduced
1224	Bartlett & Co Cincinnati, Ohio	$25K	$0	1	0%	Maintained
1225	WB Webster Bank Waterbury, Connecticut	$25K	$0	1	0%	Maintained