← 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	HL HeadInvest LLC Portland, Maine	$101K	+$120K	4	0.02%	New
1452	HFM Hartford Financial Management Hartford, Connecticut	$99.8K	+$20.6K	3	0.03%	Increased
1453	Farther Finance Advisors San Francisco, California	$97.8K	+$27.6K	12	0.02%	Increased
1454	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$97.5K	$0	2	0%	Maintained
1455	PIM Platinum Investment Management Sydney Australia 2000, Australia	$94.7K	+$771	1	0%	Increased
1456	SS Sunbelt Securities Houston, Texas	$94.4K	+$3.59K	4	0.01%	Increased
1457	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$91.3K	-$221K	1	0.05%	Reduced
1458	MTIC Missouri Trust & Investment Company Springfield, Missouri	$91.1K	-$1.54K	2	0.04%	Reduced
1459	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$88.8K	+$26.5K	1	0.07%	Increased
1460	TFA Transamerica Financial Advisors St. Petersburg, Florida	$88K	+$3.48K	2	0.01%	Increased
1461	AAG Armstrong Advisory Group Needham, Massachusetts	$87.5K	+$8.17K	5	0.01%	Increased
1462	AP Atwood & Palmer Kansas City, Missouri	$87.1K	-$1.46K	3	0.01%	Reduced
1463	VCM Versant Capital Management Phoenix, Arizona	$84.1K	-$8.71K	12	0.03%	Reduced
1464	Chilton Capital Management Houston, Texas	$83.5K	-$22	2	0%	Reduced
1465	PGAM Princeton Global Asset Management Princeton, New Jersey	$82.4K	$0	3	0.02%	Maintained
1466	LB Legacy Bridge West Des Moines, Iowa	$82.3K	+$30.8K	2	0.06%	Increased
1467	BG Bollard Group Boston, Massachusetts	$81K	-$4.01M	2	0%	Reduced
1468	SWM Sugarloaf Wealth Management Duluth, Georgia	$80.1K	$0	4	0.02%	Maintained
1469	FCT First Community Trust Dubuque, Iowa	$78.6K	$0	3	0.09%	Maintained
1470	JFA JNBA Financial Advisors Bloomington, Minnesota	$71.4K	-$4.35K	3	0.01%	Reduced
1471	DAM Delta Asset Management Memphis, Tennessee	$70.2K	$0	4	0.01%	Maintained
1472	CJL Cyrus J. Lawrence New York	$70K	$0	1	0.02%	Maintained
1473	WSCM Wellington Shields Capital Management New York	$69.8K	$0	2	0.01%	Maintained
1474	OFI Invest Asset Management Paris, France	$68.8K	-$23.5M	1	0%	Reduced
1475	PBK Peoples Bank (Kansas) Pratt, Kansas	$68.3K	+$76.2K	2	0.06%	New