← 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
1276	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$35K	$0	1	0.02%	Maintained
1277	RWB RMR Wealth Builders Montclair, New Jersey	$35K	+$29.5K	2	0.03%	New
1278	SA SRH Advisors Salina, Kansas	$35K	$0	2	0.11%	Maintained
1279	WCG Weaver Consulting Group Huntington Beach, California	$35K	$0	4	0.02%	Maintained
1280	CX Institutional Auburn, Indiana	$34K	$0	4	0.01%	Maintained
1281	FCB First Command Bank Fort Worth, Texas	$34K	$0	2	0.02%	Maintained
1282	FCFS First Command Financial Services Fort Worth, Texas	$34K	$0	2	0.02%	Maintained
1283	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$34K	$0	2	0.02%	Maintained
1284	SIC Samalin Investment Counsel Chappaqua, New York	$34K	+$29K	1	0.03%	New
1285	SLF Sun Life Financial Toronto, Ontario, Canada	$34K	-$128K	4	0.01%	Reduced
1286	EARNEST Partners Atlanta, Georgia	$33K	$0	5	0%	Maintained
1287	First Horizon Advisors Memphis, Tennessee	$33K	+$14.1K	2	0%	Increased
1288	BWA BDO Wealth Advisors Jacksonville, Florida	$32K	+$11.4K	2	0.01%	Increased
1289	LWA Lenox Wealth Advisors New York	$32K	+$29.6K	2	0.01%	New
1290	WB Webster Bank Waterbury, Connecticut	$30K	$0	1	0%	Maintained
1291	CFFP Center for Financial Planning Southfied, Michigan	$29K	+$25.8K	2	0.01%	New
1292	CHAM Clear Harbor Asset Management Stamford, Connecticut	$28.8K	+$25K	2	0.01%	New
1293	FP Financial Perspectives Minneapolis, Minnesota	$28.6K	+$26.8K	1	0.02%	New
1294	CFD Creative Financial Designs Kokomo, Indiana	$28K	-$6K	1	0.01%	Reduced
1295	JFA JNBA Financial Advisors Bloomington, Minnesota	$28K	$0	2	0.01%	Maintained
1296	MI Markston International White Plains, New York	$28K	$0	1	0%	Maintained
1297	Sageworth Trust Lancaster, Pennsylvania	$28K	+$16.7K	2	0%	Increased
1298	SFSIG San Francisco Sentry Investment Group San Francisco, California	$28K	-$87	2	0.01%	Reduced
1299	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$28K	+$24.1K	2	0%	New
1300	Bartlett & Co Wealth Management Cincinnati, Ohio	$27.4K	$0	1	0%	Maintained