← 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	EI Ellevest Inc New York	$178K	+$71.4K	8	0.03%	Increased
1277	FWM Focused Wealth Management Newburgh, New York	$177K	$0	2	0.03%	Maintained
1278	Pendal Group Sydney, Australia	$175K	+$1.75K	1	0%	Increased
1279	Pathstone Family Office Englewood, New Jersey	$173K	+$55.2K	6	0.01%	Increased
1280	CT Caldwell Trust Venice, Florida	$172K	$0	4	0.03%	Maintained
1281	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$163K	+$153K	1	0.17%	New
1282	JWM Janiczek Wealth Management Denver, Colorado	$159K	+$89.7K	4	0.08%	Increased
1283	KFI Key Financial Inc West Chester, Pennsylvania	$155K	+$152K	2	0.12%	New
1284	BCA Berman Capital Advisors Atlanta, Georgia	$154K	-$45.1K	10	0.04%	Reduced
1285	TD Ameritrade Investment Management Omaha, Nebraska	$147K	+$61.1K	5	0%	Increased
1286	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$140K	+$5.18K	3	0%	Increased
1287	RWA Ropes Wealth Advisors Boston, Massachusetts	$136K	-$10.5K	5	0.02%	Reduced
1288	MAM Marquette Asset Management Minneapolis, Minnesota	$133K	$0	1	0.03%	Maintained
1289	VCM Versant Capital Management Phoenix, Arizona	$133K	-$20.2K	7	0.05%	Reduced
1290	Gradient Investments Arden Hills, Minnesota	$132K	-$5.22K	3	0.01%	Reduced
1291	TWM Tradition Wealth Management Edina, Minnesota	$129K	+$114K	3	0.03%	New
1292	SWA Sutton Wealth Advisors Tampa, Florida	$126K	+$2.2K	6	0.05%	Increased
1293	Edmond de Rothschild Holding Chambesy, Switzerland	$125K	$0	2	0%	Maintained
1294	CX Institutional Auburn, Indiana	$122K	+$23.3K	4	0.01%	Increased
1295	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$122K	-$524	7	0.04%	Reduced
1296	Salem Investment Counselors Winston Salem, North Carolina	$121K	$0	3	0.01%	Maintained
1297	GAM Gemmer Asset Management Walnut Creek, California	$114K	-$15K	7	0.02%	Reduced
1298	ICM Islay Capital Management Lubbock, Texas	$111K	$0	1	0.1%	Maintained
1299	BFC Bedel Financial Consulting Indianapolis, Indiana	$110K	$0	4	0.05%	Maintained
1300	FA Fortis Advisors Wayne, Pennsylvania	$109K	$0	1	0.1%	Maintained