← 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
1226	Blackhill Capital Morristown, New Jersey	$32K	+$877	1	0.01%	Increased
1227	IP Intellectus Partners San Francisco, California	$32K	$0	1	0.01%	Maintained
1228	CAC Certified Advisory Corp Altamonte Springs, Florida	$30K	+$485	2	0.02%	Increased
1229	FRA Front Row Advisors Tiburon, California	$30K	+$7.18K	3	0.02%	Increased
1230	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$30K	$0	1	0.01%	Maintained
1231	Bartlett & Co Cincinnati, Ohio	$29K	$0	1	0%	Maintained
1232	CFN Cordasco Financial Network Naples, Florida	$29K	+$29.2K	3	0.03%	New
1233	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$29K	+$2.44K	3	0.01%	Increased
1234	PW Price Wealth Austin, Texas	$29K	+$14.5K	3	0.01%	Increased
1235	Bartlett & Co Wealth Management Cincinnati, Ohio	$28.6K	$0	1	0%	Maintained
1236	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$28K	$0	2	0.02%	Maintained
1237	CBT Capital Bank & Trust Irvine, California	$27K	-$5.88K	3	0%	Reduced
1238	FHA Flagship Harbor Advisors Boston, Massachusetts	$27K	+$27.1K	8	0.01%	New
1239	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$27K	-$5.23K	2	0.01%	Reduced
1240	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$27K	$0	1	0%	Maintained
1241	MI Markston International White Plains, New York	$27K	$0	1	0%	Maintained
1242	ADL Asset Dedication LLC San Francisco, California	$26K	+$7.82K	5	0.01%	Increased
1243	GFP Gryphon Financial Partners Columbus, Ohio	$25K	+$794	4	0.01%	Increased
1244	Allworth Financial Folsom, California	$23K	+$4.66K	4	0%	Increased
1245	MC Moors & Cabot Boston, Massachusetts	$23K	$0	1	0%	Maintained
1246	SA SRH Advisors Salina, Kansas	$23K	$0	2	0.09%	Maintained
1247	TA Teton Advisors Rye, New York	$23K	-$10.4K	1	0%	Reduced
1248	CHP Cable Hill Partners Portland, Oregon	$22K	+$6.32K	5	0.01%	Increased
1249	MCM MV Capital Management Bethesda, Maryland	$22K	+$1.38K	2	0.01%	Increased
1250	ED Exane Derivatives Paris, France	$21.5K	-$1.2M	1	0%	Reduced