← 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
1476	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$67K	+$39.9K	1	0.02%	New
1477	ANBT American National Bank & Trust Wichita Falls, Texas	$65.6K	-$804K	3	0.01%	Reduced
1478	CAL Capital Advisors Ltd Shaker Heights, Ohio	$65K	+$6.66K	8	0.01%	Increased
1479	Livforsakringsbolaget Skandia Stockholm, Sweden	$64.5K	$0	3	0.01%	Maintained
1480	TFA Toth Financial Advisory Leesburg, Virginia	$64.4K	-$53.9K	2	0.01%	Reduced
1481	NFSG Newbridge Financial Services Group Boca Raton, Florida	$63.8K	-$15.5K	4	0.03%	Reduced
1482	NIC Northwest Investment Counselors Lake Oswego, Oregon	$63.2K	-$1.46K	2	0.02%	Reduced
1483	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$62.9K	+$31	3	0.05%	Increased
1484	HT Headlands Technologies Chicago, Illinois	$62.2K	-$361K	4	0.03%	Reduced
1485	MFS McNamara Financial Services Marshfield, Massachusetts	$62.1K	$0	1	0.02%	Maintained
1486	CIC Canal Insurance Company Greenville, South Carolina	$58K	$0	1	0.02%	Maintained
1487	VAG VisionPoint Advisory Group Dallas, Texas	$57.7K	+$31.3K	5	0.02%	Increased
1488	WBC West Branch Capital Amherst, Massachusetts	$56.4K	$0	4	0.03%	Maintained
1489	Independent Financial Group San Diego, California	$56K	-$5.16K	1	0%	Reduced
1490	SM Sciencast Management Princeton, New Jersey	$55.1K	+$57.8K	1	0.03%	New
1491	Capital Analysts LLC Fort Washington, Pennsylvania	$55K	-$8.11K	3	0%	Reduced
1492	DSC Duncker Streett & Co St. Louis, Missouri	$54.4K	-$11.9K	2	0.01%	Reduced
1493	CT Colonial Trust Spartanburg, South Carolina	$53.5K	-$23K	3	0.01%	Reduced
1494	YU Yale University New Haven, Connecticut	$52.7K	+$55.1K	1	0.05%	New
1495	Jones Financial Companies Des Peres, Missouri	$52.5K	-$3.27K	1	0%	Reduced
1496	SC Stephens Consulting Flint, Michigan	$51.8K	$0	2	0.02%	Maintained
1497	AFS Annapolis Financial Services Annapolis, Maryland	$51.6K	$0	2	0.01%	Maintained
1498	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$51.5K	$0	2	0.03%	Maintained
1499	CWP Concord Wealth Partners Abingdon, Virginia	$51.2K	-$827	4	0.01%	Reduced
1500	PAM Paradigm Asset Management New York	$50.6K	+$41.3K	2	0.01%	Increased