← 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	EARNEST Partners Atlanta, Georgia	$34K	$0	5	0%	Maintained
1402	BFG Baron Financial Group Fair Lawn, New Jersey	$33.6K	$0	1	0.02%	Maintained
1403	AWA Artemis Wealth Advisors New York	$33.4K	+$35.9K	1	0%	New
1404	NSB Norway Savings Bank Portland, Maine	$33K	$0	1	0.02%	Maintained
1405	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$32K	-$8.56K	1	0%	Reduced
1406	MCM Manchester Capital Management Manchester, Vermont	$32K	+$28.1K	6	0%	Increased
1407	RE RBC Europe London, United Kingdom	$31.7K	+$6.84K	3	0%	Increased
1408	FPB First PREMIER Bank Sioux Falls, South Dakota	$31K	$0	2	0.01%	Maintained
1409	JFA JNBA Financial Advisors Bloomington, Minnesota	$31K	$0	2	0%	Maintained
1410	TFM TFC Financial Management Boston, Massachusetts	$31K	$0	3	0.01%	Maintained
1411	JCM Jacobi Capital Management Pittston, Pennsylvania	$29K	+$6.12K	3	0%	Increased
1412	PWMG Prestige Wealth Management Group Flemington, New Jersey	$28K	$0	7	0.01%	Maintained
1413	Simon Quick Advisors Morristown, New Jersey	$28K	-$58.8K	2	0.01%	Reduced
1414	KFS Kelly Financial Services Braintree, Massachusetts	$27.6K	$0	5	0.02%	Maintained
1415	ASBI American State Bank (Iowa) Sioux Center, Iowa	$27.2K	$0	2	0.02%	Maintained
1416	Bartlett & Co Wealth Management Cincinnati, Ohio	$27.1K	$0	1	0%	Maintained
1417	Bartlett & Co Cincinnati, Ohio	$27K	$0	1	0%	Maintained
1418	Bogart Wealth LLC Mclean, Virginia	$27K	+$9.75K	1	0%	Increased
1419	CCA Column Capital Advisors Indianapolis, Indiana	$26K	-$745	5	0.01%	Reduced
1420	TC Trust Company Manhattan, Kansas	$26K	-$3.59K	2	0.01%	Reduced
1421	FRA Front Row Advisors Tiburon, California	$25K	$0	3	0.01%	Maintained
1422	HI Hudock Inc Williamsport, Pennsylvania	$25K	-$4.21K	2	0.01%	Reduced
1423	KIG Kowal Investment Group Brookfield, Wisconsin	$25K	+$26.3K	4	0.01%	New
1424	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$24K	$0	1	0.01%	Maintained
1425	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$24K	+$30.1K	1	0.02%	New