← 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
1526	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$13K	-$7.55K	3	0.03%	Reduced
1527	SSC Syverson Strege & Co West Des Moines, Iowa	$13K	$0	1	0.01%	Maintained
1528	KFS Kelly Financial Services Braintree, Massachusetts	$12.2K	$0	6	0.01%	Maintained
1529	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$12K	-$273K	1	0.01%	Reduced
1530	FPFS First Personal Financial Services Charlotte, North Carolina	$12K	+$11.5K	2	0%	Increased
1531	FWM Focused Wealth Management Newburgh, New York	$12K	+$9.53K	3	0%	Increased
1532	LCM Logan Capital Management Newtown Square, Pennsylvania	$12K	-$4.47K	2	0%	Reduced
1533	OA Operose Advisors Milwaukee, Wisconsin	$12K	+$12.5K	1	0.01%	New
1534	SAM S.A. Mason Holland, Michigan	$12K	$0	1	0.01%	Maintained
1535	TIM Tortoise Investment Management White Plains, New York	$12K	-$178	3	0%	Reduced
1536	AWA Artemis Wealth Advisors New York	$11.4K	$0	1	0%	Maintained
1537	ADL Asset Dedication LLC San Francisco, California	$11K	+$10.9K	2	0%	Increased
1538	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$11K	$0	1	0.02%	Maintained
1539	DI Disciplined Investments Tulsa, Oklahoma	$11K	+$1.18K	11	0.01%	Increased
1540	MRCM M&R Capital Management Summit, New Jersey	$11K	-$681	1	0%	Reduced
1541	SC Siena Capital Cincinnati, Ohio	$11K	$0	1	0.01%	Maintained
1542	UIA Ulland Investment Advisors Minneapolis, Minnesota	$11K	$0	2	0.01%	Maintained
1543	ACM ACT Capital Management Wayne, Pennsylvania	$10K	$0	1	0.01%	Maintained
1544	AA Addison Advisors Middlebury, Vermont	$10K	+$4.85K	5	0.01%	Increased
1545	KC Kenfarb & Co Ashland, Kentucky	$10K	+$10.9K	2	0.01%	New
1546	OIA Optimum Investment Advisors Chicago, Illinois	$10K	-$14.3K	3	0.01%	Reduced
1547	PWS Paragon Wealth Strategies Jacksonville, Florida	$10K	+$10.7K	1	0.01%	New
1548	SIC SJS Investment Consulting Sylvania, Ohio	$10K	+$11.9K	12	0%	New
1549	TCWA Ten Capital Wealth Advisors Spokane, Washington	$10K	+$9.78K	1	0%	New
1550	BONH Bank of New Hampshire Laconia, New Hampshire	$9K	-$20.9K	2	0%	Reduced