← 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	$120K	+$10.2K	6	0.03%	Increased
1327	KPCM Kings Point Capital Management Great Neck, New York	$120K	+$20.3K	2	0.01%	Increased
1328	Giverny Capital Montreal, Quebec, Canada	$115K	$0	1	0.01%	Maintained
1329	Gradient Investments Arden Hills, Minnesota	$115K	-$2.67K	4	0%	Reduced
1330	NICM Neo Ivy Capital Management New York	$115K	-$350K	1	0.13%	Reduced
1331	SSB Sandy Spring Bank Olney, Maryland	$106K	-$3K	3	0.01%	Reduced
1332	Hills Bank & Trust North Liberty, Iowa	$105K	+$109K	1	0.02%	New
1333	Capital Analysts LLC Fort Washington, Pennsylvania	$104K	$0	2	0.01%	Maintained
1334	FA Fortis Advisors Wayne, Pennsylvania	$102K	$0	1	0.06%	Maintained
1335	SWM Sugarloaf Wealth Management Duluth, Georgia	$101K	+$795	5	0.03%	Increased
1336	PPWM PFG Private Wealth Management Lutz, Florida	$100K	+$103K	2	0.06%	New
1337	BC Burleson & Co Petaluma, California	$98K	+$4.99K	3	0.01%	Increased
1338	NEAM New England Asset Management Farmington, Connecticut	$98K	$0	1	0%	Maintained
1339	KA Kercheville Advisors San Antonio, Texas	$97K	$0	1	0.05%	Maintained
1340	CFA Cahill Financial Advisors Edina, Minnesota	$96K	+$89.1K	2	0.02%	New
1341	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$96K	-$23.1K	8	0.03%	Reduced
1342	PA PSI Advisors Tampa, Florida	$95K	+$100K	2	0.04%	New
1343	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$92K	+$681	6	0.02%	Increased
1344	PIM Platinum Investment Management Sydney Australia 2000, Australia	$87K	+$3.41K	1	0%	Increased
1345	TLFA True Link Financial Advisors San Francisco, California	$85K	+$84.6K	1	0.01%	New
1346	ODG O'Dell Group Cincinnati, Ohio	$84K	+$75.3K	1	0.03%	New
1347	SIM Sonora Investment Management Tucson, Arizona	$84K	-$82K	3	0.01%	Reduced
1348	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$82K	+$78.8K	3	0.05%	Increased
1349	MCF Advisors Covington, Kentucky	$82K	+$8.36K	4	0.01%	Increased
1350	AFS Annapolis Financial Services Annapolis, Maryland	$81K	+$91K	1	0.03%	New