← 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
1301	FP Financial Perspectives Minneapolis, Minnesota	$22.1K	$0	1	0.01%	Maintained
1302	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$22K	-$128K	1	0%	Reduced
1303	JCM Jacobi Capital Management Pittston, Pennsylvania	$21K	-$17K	2	0%	Reduced
1304	JWM Jeppson Wealth Management Manhattan Beach, California	$21K	+$21.1K	2	0.02%	New
1305	NSB Norway Savings Bank Portland, Maine	$21K	+$23.1K	1	0.01%	New
1306	BAM Bellevue Asset Management Bellevue, Washington	$20K	+$604	4	0.01%	Increased
1307	LFG LifePlan Financial Group Dayton, Ohio	$20K	$0	2	0.01%	Maintained
1308	Credit Agricole Montrouge Cedex, France	$19K	$0	1	0%	Maintained
1309	FCB First Command Bank Fort Worth, Texas	$19K	$0	1	0.01%	Maintained
1310	FCFS First Command Financial Services Fort Worth, Texas	$19K	$0	1	0.01%	Maintained
1311	SA SRH Advisors Salina, Kansas	$19K	$0	2	0.04%	Maintained
1312	CAL Capital Advisors Ltd Shaker Heights, Ohio	$18K	-$18.7K	1	0%	Reduced
1313	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$18K	+$12.1K	2	0.02%	Increased
1314	CB CNB Bank Clearfield, Pennsylvania	$18K	$0	2	0.02%	Maintained
1315	HS Horan Securities Cincinnati, United States	$18K	$0	1	0.02%	Maintained
1316	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$18K	+$18.2K	6	0.02%	New
1317	RIM Rockbridge Investment Management Syracuse, New York	$17K	+$58	3	0%	Increased
1318	BWP Baldwin Wealth Partners Marion, Massachusetts	$16K	+$1.66K	1	0%	Increased
1319	HWM HighMark Wealth Management St. Paul, Minnesota	$16K	$0	1	0.01%	Maintained
1320	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$16K	$0	1	0.01%	Maintained
1321	SFSIG San Francisco Sentry Investment Group San Francisco, California	$16K	+$1.48K	3	0.01%	Increased
1322	Arkadios Wealth Advisors Atlanta, Georgia	$15.7K	-$2.8K	2	0.01%	Reduced
1323	RWM Raffa Wealth Management Washington, District of Columbia	$14.5K	+$5.31K	6	0.01%	Increased
1324	CPW Catalyst Private Wealth San Mateo, California	$14K	+$13.7K	3	0.01%	New
1325	Harding Loevner Bridgewater, New Jersey	$14K	$0	1	0%	Maintained