← 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	TI Truehand Inc Strafford, New Hampshire	$97K	$0	1	0.06%	Maintained
1302	Allworth Financial Folsom, California	$95K	+$40.5K	3	0%	Increased
1303	SWM Sugarloaf Wealth Management Duluth, Georgia	$92K	$0	5	0.03%	Maintained
1304	PGAM Princeton Global Asset Management Princeton, New Jersey	$91K	$0	2	0.03%	Maintained
1305	GCM Gables Capital Management Miami, Florida	$89K	+$98.6K	1	0.05%	New
1306	HFM Hartford Financial Management Hartford, Connecticut	$89K	$0	2	0.02%	Maintained
1307	RIA RPG Investment Advisory Pleasanton, California	$88K	-$27K	1	0.02%	Reduced
1308	KPCM Kings Point Capital Management Great Neck, New York	$87K	-$4.67M	2	0.01%	Reduced
1309	Capital Analysts LLC Fort Washington, Pennsylvania	$86K	+$12K	2	0.01%	Increased
1310	MCF Advisors Covington, Kentucky	$86K	$0	2	0.01%	Maintained
1311	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$86K	$0	1	0.05%	Maintained
1312	Giverny Capital Montreal, Quebec, Canada	$85K	$0	1	0.01%	Maintained
1313	FPFS First Personal Financial Services Charlotte, North Carolina	$83K	$0	2	0.02%	Maintained
1314	HR Howe & Rusling Rochester, New York	$82K	+$27	2	0.01%	Increased
1315	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$81K	-$1.29K	6	0.02%	Reduced
1316	CB Community Bank Dewitt, New York	$79K	$0	2	0.01%	Maintained
1317	First Horizon Advisors Memphis, Tennessee	$75K	+$22K	4	0%	Increased
1318	BWA BDO Wealth Advisors Jacksonville, Florida	$73K	-$327K	5	0.01%	Reduced
1319	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$73K	+$28.3K	2	0.04%	Increased
1320	NR Newfound Research Wellesley Hills, Massachusetts	$73K	-$4.01K	1	0.17%	Reduced
1321	Simon Quick Advisors Morristown, New Jersey	$72K	$0	2	0.02%	Maintained
1322	TCM Tradewinds Capital Management Bellingham, Washington	$72K	$0	3	0.01%	Maintained
1323	SIM Sonora Investment Management Tucson, Arizona	$71K	$0	3	0.01%	Maintained
1324	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$70K	+$1.94K	10	0.01%	Increased
1325	AP Atwood & Palmer Kansas City, Missouri	$68K	$0	2	0.01%	Maintained