← 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	ED Exane Derivatives Paris, France	$93.2K	-$20.2K	3	0.03%	Reduced
1427	FCT First Community Trust Dubuque, Iowa	$93K	$0	3	0.09%	Maintained
1428	UFF USA Financial Formulas Ada, Michigan	$93K	+$88.4K	1	0.1%	New
1429	NEAM New England Asset Management Farmington, Connecticut	$92K	-$93.7K	1	0%	Reduced
1430	ME McIlrath & Eck Arlington, Washington	$91K	$0	2	0.03%	Maintained
1431	LAS Lloyd Advisory Services Suwanee, Georgia	$90K	+$31.4K	1	0.04%	Increased
1432	BLC Brown, Lisle/Cummings Providence, Rhode Island	$87.1K	-$597	2	0.04%	Reduced
1433	SWM Sugarloaf Wealth Management Duluth, Georgia	$87K	$0	5	0.02%	Maintained
1434	ZIG Zullo Investment Group Scranton, Pennsylvania	$82K	+$7.56K	4	0.04%	Increased
1435	GWS Glassman Wealth Services Vienna, Virginia	$81K	+$11.6K	11	0.01%	Increased
1436	MCF Advisors Covington, Kentucky	$81K	+$82.3K	4	0.01%	New
1437	BWA BDO Wealth Advisors Jacksonville, Florida	$80K	+$12.6K	6	0.01%	Increased
1438	AFS Annapolis Financial Services Annapolis, Maryland	$78K	-$5K	1	0.03%	Reduced
1439	AC Apogem Capital New York	$78K	+$77.1K	1	0.05%	New
1440	PGAM Princeton Global Asset Management Princeton, New Jersey	$78K	$0	2	0.02%	Maintained
1441	VCM Versant Capital Management Phoenix, Arizona	$78K	+$10.9K	7	0.03%	Increased
1442	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$77K	+$54.8K	3	0.04%	Increased
1443	AP Atwood & Palmer Kansas City, Missouri	$76K	+$38.3K	2	0.01%	Increased
1444	HFM Hartford Financial Management Hartford, Connecticut	$76K	+$1.23K	3	0.02%	Increased
1445	WWM Wolff Wiese Magana Carslbad, California	$74K	+$242	1	0.05%	Increased
1446	DSC Duncker Streett & Co St. Louis, Missouri	$70K	$0	2	0.01%	Maintained
1447	SC Sierra Capital Miami, Florida	$68K	$0	3	0.01%	Maintained
1448	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$66K	-$51.4K	1	0%	Reduced
1449	TLCM Twin Lakes Capital Management Redwood Shores, California	$65K	+$130	3	0.04%	Increased
1450	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$63K	-$3.41K	3	0.03%	Reduced