← 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
1401	TFA Transamerica Financial Advisors St. Petersburg, Florida	$122K	+$22.1K	11	0.01%	Increased
1402	CFO CVA Family Office Denver, Colorado	$118K	-$6.22K	7	0.01%	Reduced
1403	DSC Duncker Streett & Co St. Louis, Missouri	$116K	$0	2	0.02%	Maintained
1404	FIA FNY Investment Advisers New York	$115K	-$16.9K	1	0.04%	Reduced
1405	FFC First Financial Corp Terre Haute, Indiana	$115K	-$600	2	0.04%	Reduced
1406	OL OneFund LLC Saint Petersburg, Florida	$114K	-$2.72K	3	0.06%	Reduced
1407	PWA Principia Wealth Advisory Dallas, Texas	$112K	+$4K	6	0.06%	Increased
1408	Geneos Wealth Management Englewood, Colorado	$111K	-$111	3	0%	Reduced
1409	BIA Bell Investment Advisors Oakland, California	$109K	+$15.8K	10	0.02%	Increased
1410	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$109K	$0	1	0%	Maintained
1411	AF Alerus Financial Grand Forks, North Dakota	$102K	-$3.79K	3	0%	Reduced
1412	SAS Stelac Advisory Services New York	$101K	+$105K	1	0.02%	New
1413	HM Payson & Co Portland, Maine	$100K	-$7.74K	5	0%	Reduced
1414	CAM Costello Asset Management Feasterville, Pennsylvania	$98.2K	+$36.4K	4	0.03%	Increased
1415	RFA Reyes Financial Architecture San Diego, California	$97.6K	+$42.7K	1	0.05%	Increased
1416	UBV United Bank (Virginia) Vienna, Virginia	$96.8K	+$87.2K	1	0.01%	New
1417	OCWP Owl Creek Wealth Partners Denver, Colorado	$91.1K	+$3.26K	9	0.03%	Increased
1418	CSB City State Bank Norwalk, Iowa	$89.5K	$0	3	0.02%	Maintained
1419	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$89K	$0	2	0.05%	Maintained
1420	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$88.9K	$0	3	0.02%	Maintained
1421	PB Pinnacle Bancorp Beatrice, Nebraska	$88.1K	+$3.37K	4	0.02%	Increased
1422	Nikko Asset Management Americas New York	$86K	+$92.2K	1	0%	New
1423	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$85.6K	-$24.9K	7	0.01%	Reduced
1424	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$81.6K	+$20.3K	1	0.05%	Increased
1425	NCNMGF Nano-Cap New Millennium Growth Fund Staten Island, New York	$81.5K	+$136K	1	0.06%	New