← 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
1501	BWM BerganKDV Wealth Management Bloomington, Minnesota	$34K	-$12K	3	0%	Reduced
1502	Sageworth Trust Lancaster, Pennsylvania	$34K	-$25.2K	5	0%	Reduced
1503	SFM Signet Financial Management Parsippany, New Jersey	$34K	+$33.1K	4	0.01%	New
1504	GCM Gables Capital Management Miami, Florida	$33K	+$33.3K	1	0.02%	New
1505	NSB Norway Savings Bank Portland, Maine	$33K	$0	1	0.01%	Maintained
1506	ECM Engine Capital Management New York	$32K	+$28.8K	1	0.01%	New
1507	FPWM FSB Premier Wealth Management Waterloo, Iowa	$32K	+$32.8K	2	0.01%	New
1508	PMFA Plante Moran Financial Advisors Southfield, Michigan	$32K	+$15.3K	4	0.01%	Increased
1509	BFG Baron Financial Group Fair Lawn, New Jersey	$31.2K	$0	1	0.02%	Maintained
1510	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$30K	+$28K	2	0.01%	New
1511	JFA JNBA Financial Advisors Bloomington, Minnesota	$30K	$0	2	0%	Maintained
1512	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$30K	$0	1	0%	Maintained
1513	MCM Manchester Capital Management Manchester, Vermont	$30K	-$3.44K	6	0%	Reduced
1514	SC Seldon Capital San Francisco, California	$29K	+$27.5K	1	0.02%	New
1515	Benjamin Edwards Inc Clayton, Missouri	$28K	+$19.7K	2	0.01%	Increased
1516	JC JBF Capital Aspen, Colorado	$28K	+$33.7K	1	0.01%	New
1517	NICM Neo Ivy Capital Management New York	$28K	-$88.9K	2	0.04%	Reduced
1518	TFM TFC Financial Management Boston, Massachusetts	$28K	$0	3	0.01%	Maintained
1519	ASBI American State Bank (Iowa) Sioux Center, Iowa	$27.4K	$0	2	0.02%	Maintained
1520	Bogart Wealth LLC Mclean, Virginia	$27K	$0	1	0%	Maintained
1521	TC Trust Company Manhattan, Kansas	$27K	$0	2	0.01%	Maintained
1522	IAG Investmark Advisory Group Shelton, Connecticut	$26K	+$24.6K	2	0.02%	New
1523	KFS Kelly Financial Services Braintree, Massachusetts	$25.5K	$0	5	0.01%	Maintained
1524	BWP Baldwin Wealth Partners Marion, Massachusetts	$25K	+$3.11K	1	0%	Increased
1525	LFG Leverty Financial Group Hudson, Wisconsin	$25K	+$26.9K	1	0.02%	New