← 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
1326	GWSG GPS Wealth Strategies Group Centennial, Colorado	$132K	+$5.17K	5	0.03%	Increased
1327	Edmond de Rothschild Holding Chambesy, Switzerland	$127K	$0	2	0%	Maintained
1328	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$127K	-$992	8	0.04%	Reduced
1329	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$126K	$0	1	0.1%	Maintained
1330	Allworth Financial Folsom, California	$124K	+$16.4K	3	0%	Increased
1331	TI Truehand Inc Strafford, New Hampshire	$123K	$0	1	0.07%	Maintained
1332	PMAS PNC Managed Account Solutions Houston, Texas	$114K	+$117K	2	0.02%	New
1333	TSS Two Sigma Securities New York	$113K	+$95.9K	1	0%	New
1334	Belpointe Asset Management Reno, Nevada	$112K	+$106K	1	0.01%	New
1335	BC Burleson & Co Petaluma, California	$109K	+$37	2	0.02%	Increased
1336	Capital Analysts LLC Fort Washington, Pennsylvania	$109K	+$13.5K	2	0.01%	Increased
1337	FA Fortis Advisors Wayne, Pennsylvania	$109K	$0	1	0.06%	Maintained
1338	Giverny Capital Montreal, Quebec, Canada	$108K	$0	1	0.01%	Maintained
1339	SWM Sugarloaf Wealth Management Duluth, Georgia	$107K	+$6.73K	5	0.03%	Increased
1340	BWA BDO Wealth Advisors Jacksonville, Florida	$106K	+$22.9K	6	0.01%	Increased
1341	NEAM New England Asset Management Farmington, Connecticut	$106K	-$109K	1	0%	Reduced
1342	PIM Platinum Investment Management Sydney Australia 2000, Australia	$104K	+$98.4K	1	0%	New
1343	WPA West Paces Advisors Atlanta, Georgia	$103K	-$21.7K	4	0.04%	Reduced
1344	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$101K	+$12.9K	7	0.02%	Increased
1345	NR Newfound Research Wellesley Hills, Massachusetts	$98K	+$3.78K	1	0.19%	Increased
1346	South Dakota Investment Council Sioux Falls, South Dakota	$97K	-$309K	1	0%	Reduced
1347	KPCM Kings Point Capital Management Great Neck, New York	$94K	-$10.4K	1	0.01%	Reduced
1348	PGAM Princeton Global Asset Management Princeton, New Jersey	$90K	$0	2	0.03%	Maintained
1349	HFM Hartford Financial Management Hartford, Connecticut	$89K	$0	2	0.02%	Maintained
1350	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$88K	+$11.2K	2	0.05%	Increased