← 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	PWAG Polaris Wealth Advisory Group San Rafael, California	$43K	+$42.4K	1	0%	New
1227	Mondrian Investment Partners London, United Kingdom	$42K	$0	1	0%	Maintained
1228	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$41K	-$8.12K	3	0.01%	Reduced
1229	JWM Janiczek Wealth Management Denver, Colorado	$41K	$0	1	0.02%	Maintained
1230	ZB Zions Bancorporation Salt Lake City, Utah	$41K	+$36.2K	2	0.01%	Increased
1231	ONST Old North State Trust Greensboro, North Carolina	$40K	+$43.2K	2	0.04%	New
1232	MCM MV Capital Management Bethesda, Maryland	$38K	+$10.3K	3	0.01%	Increased
1233	ADL Asset Dedication LLC San Francisco, California	$37K	+$13.6K	4	0.01%	Increased
1234	FRA Front Row Advisors Tiburon, California	$37K	+$7.95K	4	0.03%	Increased
1235	WPC White Pine Capital Bloomington, Minnesota	$37K	$0	1	0.01%	Maintained
1236	POIA Pin Oak Investment Advisors Houston, Texas	$36K	$0	3	0.03%	Maintained
1237	TCCM Timber Creek Capital Management Boston, Massachusetts	$36K	$0	3	0.02%	Maintained
1238	AFIA America First Investment Advisors Omaha, Nebraska	$35K	$0	1	0.01%	Maintained
1239	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$35K	-$15.2K	6	0.01%	Reduced
1240	IP Intellectus Partners San Francisco, California	$33K	$0	1	0.01%	Maintained
1241	Fuller & Thaler Asset Management San Mateo, California	$31K	-$10.1M	1	0%	Reduced
1242	NWM Northwest Wealth Management Spencer, Iowa	$31K	$0	3	0.02%	Maintained
1243	SA SRH Advisors Salina, Kansas	$31K	+$9.7K	2	0.11%	Increased
1244	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$30K	$0	1	0%	Maintained
1245	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$29K	$0	1	0.01%	Maintained
1246	SFSIG San Francisco Sentry Investment Group San Francisco, California	$29K	+$9.27K	4	0.01%	Increased
1247	CBT Capital Bank & Trust Irvine, California	$28K	$0	3	0%	Maintained
1248	Catalyst Capital Advisors Huntington, New York	$28K	+$5.15K	2	0%	Increased
1249	CAC Certified Advisory Corp Altamonte Springs, Florida	$28K	+$70	2	0.01%	Increased
1250	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$27K	$0	2	0.02%	Maintained