← 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	TCI Wealth Advisors Tucson, Arizona	$107K	-$340	4	0.04%	Reduced
1202	WEC Winslow Evans & Crocker Boston, Massachusetts	$106K	$0	4	0.03%	Maintained
1203	BFC Bedel Financial Consulting Indianapolis, Indiana	$102K	$0	4	0.06%	Maintained
1204	RFM Royal Fund Management Lady Lake, Florida	$102K	$0	3	0.03%	Maintained
1205	MAM Marquette Asset Management Minneapolis, Minnesota	$97K	$0	1	0.03%	Maintained
1206	FBT First Bank & Trust Brookings, South Dakota	$96K	-$31.9K	2	0.07%	Reduced
1207	TFA Toth Financial Advisory Leesburg, Virginia	$92K	$0	1	0.02%	Maintained
1208	SSB Sandy Spring Bank Olney, Maryland	$90K	-$3.28K	3	0.01%	Reduced
1209	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$89K	-$3.6K	1	0.04%	Reduced
1210	HFM Hartford Financial Management Hartford, Connecticut	$88K	-$1K	2	0.03%	Reduced
1211	PGAM Princeton Global Asset Management Princeton, New Jersey	$87K	+$11.5K	3	0.04%	Increased
1212	GAM Gemmer Asset Management Walnut Creek, California	$86K	-$6.08K	4	0.02%	Reduced
1213	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$86K	-$161	4	0.06%	Reduced
1214	FPFS First Personal Financial Services Charlotte, North Carolina	$85K	$0	4	0.03%	Maintained
1215	BCM Brooktree Capital Management Gand Rapids, Michigan	$84K	+$84.9K	2	0.08%	New
1216	TCCM Timber Creek Capital Management Boston, Massachusetts	$82K	$0	3	0.05%	Maintained
1217	MCM Manchester Capital Management Manchester, Vermont	$81K	$0	2	0.01%	Maintained
1218	Harding Loevner Bridgewater, New Jersey	$79K	$0	1	0%	Maintained
1219	Prime Capital Investment Advisors Overland Park, Kansas	$79K	+$73.8K	2	0.01%	Increased
1220	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$78K	+$85.6K	1	0.07%	New
1221	MRCM M&R Capital Management Summit, New Jersey	$77K	$0	1	0.02%	Maintained
1222	TI Truehand Inc Strafford, New Hampshire	$77K	$0	1	0.06%	Maintained
1223	AP Atwood & Palmer Kansas City, Missouri	$75K	-$19.5K	2	0.01%	Reduced
1224	ZB Zions Bancorporation Salt Lake City, Utah	$74K	+$15.2K	5	0.01%	Increased
1225	Allworth Financial Folsom, California	$73K	+$62.3K	5	0%	Increased