← 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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$164K	+$82.9K	3	0%	Increased
1277	CT Caldwell Trust Venice, Florida	$162K	$0	4	0.02%	Maintained
1278	KFI Key Financial Inc West Chester, Pennsylvania	$159K	$0	2	0.1%	Maintained
1279	APP Alpha Paradigm Partners Chicago, Illinois	$157K	-$72.8K	2	0.06%	Reduced
1280	SWA Sutton Wealth Advisors Tampa, Florida	$153K	+$1.2K	6	0.06%	Increased
1281	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$149K	$0	1	0.22%	Maintained
1282	TD Ameritrade Investment Management Omaha, Nebraska	$147K	$0	5	0%	Maintained
1283	VCM Versant Capital Management Phoenix, Arizona	$144K	-$7.85K	8	0.05%	Reduced
1284	HCM Highlander Capital Management Short Hills, New Jersey	$138K	-$72.2K	3	0.07%	Reduced
1285	PCM Pinz Capital Management New York	$136K	+$131K	1	0.04%	New
1286	Gradient Investments Arden Hills, Minnesota	$135K	-$8.52K	3	0%	Reduced
1287	Edmond de Rothschild Holding Chambesy, Switzerland	$127K	$0	2	0%	Maintained
1288	TWM Tradition Wealth Management Edina, Minnesota	$124K	-$17K	1	0.02%	Reduced
1289	MAM Marquette Asset Management Minneapolis, Minnesota	$122K	$0	1	0.03%	Maintained
1290	TCI Wealth Advisors Tucson, Arizona	$122K	+$45.3K	10	0.05%	Increased
1291	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$120K	-$6.37K	8	0.04%	Reduced
1292	GWSG GPS Wealth Strategies Group Centennial, Colorado	$119K	+$115K	5	0.04%	New
1293	Salem Investment Counselors Winston Salem, North Carolina	$118K	-$2.47K	3	0.01%	Reduced
1294	WPA West Paces Advisors Atlanta, Georgia	$118K	+$106K	4	0.05%	Increased
1295	FA Fortis Advisors Wayne, Pennsylvania	$113K	$0	1	0.08%	Maintained
1296	BC Burleson & Co Petaluma, California	$110K	+$106K	2	0.02%	New
1297	EI Ellevest Inc New York	$108K	-$60.9K	9	0.01%	Reduced
1298	GAM Gemmer Asset Management Walnut Creek, California	$108K	-$660	7	0.02%	Reduced
1299	SSB Sandy Spring Bank Olney, Maryland	$106K	$0	3	0.01%	Maintained
1300	FC FORA Capital Miami, Florida	$104K	-$3.04M	2	0.03%	Reduced