← 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	CBT CoreFirst Bank & Trust Topeka, Kansas	$84.4K	-$33.7K	2	0.05%	Reduced
1452	Delta Asset Management Memphis, Tennessee	$84.2K	$0	4	0.01%	Maintained
1453	PPA Pilgrim Partners Asia Singapore	$83.9K	+$110K	2	0.04%	New
1454	Newbridge Financial Services Group Boca Raton, Florida	$83.7K	+$86.9K	2	0.01%	Increased
1455	DSC Duncker Streett & Co St. Louis, Missouri	$81.7K	$0	2	0.01%	Maintained
1456	Kelleher Financial Advisors New York	$81.6K	+$81.2K	3	0.02%	New
1457	Evermay Wealth Management Arlington, Virginia	$80.2K	$0	2	0.01%	Maintained
1458	MWA Medallion Wealth Advisors Farmington, Connecticut	$79.1K	-$26.4K	3	0.03%	Reduced
1459	Chilton Capital Management Houston, Texas	$78.7K	-$66.9K	3	0%	Reduced
1460	MV Capital Management Bethesda, Maryland	$77.5K	+$6.2K	6	0.01%	Increased
1461	Sigma Planning Corp Ann Arbor, Michigan	$76K	-$140K	1	0%	Reduced
1462	CVA Family Office Denver, Colorado	$76K	-$635	4	0.01%	Reduced
1463	Advisornet Financial Minnetonka, Minnesota	$74.3K	-$32.7K	4	0%	Reduced
1464	Truvestments Capital Sarasota, Florida	$74.2K	+$23.6K	4	0.01%	Increased
1465	GWSG GPS Wealth Strategies Group Centennial, Colorado	$72.3K	-$66K	4	0.01%	Reduced
1466	University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$72K	$0	1	0.01%	Maintained
1467	Atwood & Palmer Kansas City, Missouri	$68.5K	-$8.99K	3	0%	Reduced
1468	Transamerica Financial Advisors St. Petersburg, Florida	$68.1K	+$37.4K	8	0.01%	Increased
1469	KSB Kennebec Savings Bank Augusta, Maine	$67.8K	$0	2	0.06%	Maintained
1470	BGAI Bruce G. Allen Investments Denver, Colorado	$67.6K	-$2.96K	5	0.05%	Reduced
1471	Hemington Wealth Management Falls Church, Virginia	$67K	+$2.81K	8	0.01%	Increased
1472	HM Payson & Co Portland, Maine	$66.3K	-$228	3	0%	Reduced
1473	QC Quantessence Capital New York	$65.9K	-$200K	1	0.02%	Reduced
1474	Westside Investment Management Santa Monica, California	$64.4K	+$24.4K	5	0.01%	Increased
1475	BMC Benin Management Corp Wilton, Connecticut	$63.5K	-$16.1K	1	0.02%	Reduced