← 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
1426	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$119K	-$65.9K	1	0%	Reduced
1427	Giverny Capital Montreal, Quebec, Canada	$114K	$0	1	0.01%	Maintained
1428	SC Schubert & Co Mckinney, Texas	$111K	+$106K	10	0.11%	New
1429	Edmond de Rothschild Holding Chambesy, Switzerland	$110K	-$19.7K	2	0%	Reduced
1430	SCA Sandy Cove Advisors Hingham, Massachusetts	$110K	+$104K	2	0.09%	New
1431	Hills Bank & Trust North Liberty, Iowa	$104K	$0	1	0.01%	Maintained
1432	PA PSI Advisors Tampa, Florida	$103K	+$4.97K	3	0.04%	Increased
1433	TD Ameritrade Investment Management Omaha, Nebraska	$103K	+$23.8K	3	0%	Increased
1434	Capital Analysts LLC Fort Washington, Pennsylvania	$102K	$0	2	0.01%	Maintained
1435	FA Fortis Advisors Wayne, Pennsylvania	$102K	$0	1	0.06%	Maintained
1436	CL CSS LLC Chicago, Illinois	$101K	+$103K	1	0%	New
1437	BC Burleson & Co Petaluma, California	$100K	+$66	3	0.01%	Increased
1438	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$94K	+$97.4K	1	0.08%	New
1439	FCT First Community Trust Dubuque, Iowa	$93.8K	+$88.6K	3	0.08%	New
1440	AIP Ahrens Investment Partners Lafayette, Louisiana	$93K	+$90.3K	3	0.04%	New
1441	MAM Mystic Asset Management Warwick, Rhode Island	$93K	+$89.3K	2	0.04%	New
1442	BLC Brown, Lisle/Cummings Providence, Rhode Island	$92.7K	+$90.8K	2	0.05%	New
1443	ME McIlrath & Eck Arlington, Washington	$92K	+$13.9K	2	0.02%	Increased
1444	SWM Sugarloaf Wealth Management Duluth, Georgia	$92K	-$9.24K	5	0.02%	Reduced
1445	CT Cambridge Trust Cambridge, Massachusetts	$89K	+$86K	5	0%	New
1446	CA Cornerstone Advisory Hunt Valley, Maryland	$86K	+$82.6K	3	0.01%	New
1447	HR Howe & Rusling Rochester, New York	$85K	$0	4	0.01%	Maintained
1448	TLFA True Link Financial Advisors San Francisco, California	$85K	$0	1	0.01%	Maintained
1449	ODG O'Dell Group Cincinnati, Ohio	$83K	$0	1	0.02%	Maintained
1450	AFS Annapolis Financial Services Annapolis, Maryland	$81K	+$5.18K	3	0.03%	Increased