← 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
1451	WWM Wolff Wiese Magana Carslbad, California	$64.7K	+$207	3	0.03%	Increased
1452	CHC City Holding Co Charleston, West Virginia	$64.1K	-$8.18K	2	0.01%	Reduced
1453	Waldron Private Wealth Bridgeville, Pennsylvania	$63.9K	$0	1	0%	Maintained
1454	WIM Westside Investment Management Santa Monica, California	$63.6K	-$869	3	0.01%	Reduced
1455	KSB Kennebec Savings Bank Augusta, Maine	$63.6K	+$14K	2	0.05%	Increased
1456	NO Ninety One Cape Town, South Africa	$61.1K	$0	1	0%	Maintained
1457	MCM MV Capital Management Bethesda, Maryland	$60.6K	-$2.96K	6	0.01%	Reduced
1458	DF Downshift Financial Boulder, Colorado	$60.5K	+$64.3K	2	0.03%	New
1459	SA SRH Advisors Salina, Kansas	$60.4K	+$28.8K	3	0.02%	Increased
1460	LI LRI Investments Palm Beach Gardens, Florida	$60.4K	+$35.4K	7	0%	Increased
1461	KFA Kelleher Financial Advisors New York	$60.4K	+$1.79K	4	0.01%	Increased
1462	BIM Bullseye Investment Management Cincinnati, Ohio	$58.5K	$0	1	0.03%	Maintained
1463	Eastern Bank Boston, Massachusetts	$57.9K	-$874	6	0%	Reduced
1464	TC Truvestments Capital Sarasota, Florida	$54.2K	-$9.36K	3	0.01%	Reduced
1465	SSG Summit Securities Group New York	$53.3K	-$435K	3	0.01%	Reduced
1466	Edmond de Rothschild Holding Chambesy, Switzerland	$52.8K	$0	2	0%	Maintained
1467	PWMG Private Wealth Management Group Princeton, New Jersey	$51.4K	-$4.27K	6	0.01%	Reduced
1468	Bartlett & Co Wealth Management Cincinnati, Ohio	$51K	+$11K	5	0%	Increased
1469	CBT CoreFirst Bank & Trust Topeka, Kansas	$50.6K	-$12.4K	1	0.03%	Reduced
1470	Avanza Fonder Stockholm, Sweden	$50.3K	$0	1	0%	Maintained
1471	AI AXS Investments Port Chester, New York	$49.9K	-$10.4K	1	0.01%	Reduced
1472	LAM Lummis Asset Management Fort Worth, Texas	$49.3K	$0	2	0.03%	Maintained
1473	BG Bollard Group Boston, Massachusetts	$49K	-$5.48K	1	0%	Reduced
1474	TF Tompkins Financial Ithaca, New York	$48.4K	-$342	2	0%	Reduced
1475	NB NBT Bank Norwich, New York	$47.5K	-$4.21K	3	0%	Reduced