← 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	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$63.5K	$0	1	0.03%	Maintained
1527	RA Rise Advisors Rochester, New York	$63K	+$3.96K	8	0.03%	Increased
1528	CA Centerpoint Advisors Needham, Massachusetts	$62K	+$7.84K	3	0.02%	Increased
1529	PWMG Private Wealth Management Group Princeton, New Jersey	$61.5K	+$11.5K	8	0.02%	Increased
1530	HM Payson & Co Portland, Maine	$61.5K	+$490	4	0%	Increased
1531	CG Curat Global Springfield, New Hampshire	$61.4K	+$8.7K	2	0.06%	Increased
1532	BMC Benin Management Corp Wilton, Connecticut	$61.3K	+$2.79K	1	0.02%	Increased
1533	NB NBT Bank Norwich, New York	$58.4K	$0	3	0%	Maintained
1534	ICM Ionic Capital Management New York	$57.9K	+$69.5K	1	0.02%	New
1535	PAM Paradigm Asset Management New York	$57.9K	$0	3	0.01%	Maintained
1536	MIM MTM Investment Management Spartanburg, South Carolina	$57.9K	+$64.9K	2	0.02%	New
1537	Groupe la Francaise Paris, France	$57.1K	+$4.14K	2	0%	Increased
1538	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$57K	$0	1	0.03%	Maintained
1539	BTD BankPlus Trust Department Jackson, Mississippi	$56.8K	$0	3	0.02%	Maintained
1540	Eastern Bank Boston, Massachusetts	$56.5K	-$5.85K	6	0%	Reduced
1541	CMP Coston McIsaac & Partners Bar Harbor, Maine	$56K	-$7.68K	4	0.01%	Reduced
1542	LAM Lummis Asset Management Fort Worth, Texas	$54.6K	$0	2	0.04%	Maintained
1543	MCF Advisors Covington, Kentucky	$54.6K	-$6.8K	4	0%	Reduced
1544	TCOT Trust Company of Toledo Holland, Ohio	$53.8K	+$59.8K	5	0.01%	New
1545	PK Pflug Koory Omaha, Nebraska	$53.7K	-$57.2K	4	0.03%	Reduced
1546	Waverly Advisors Birmingham, Alabama	$53.5K	-$222K	1	0%	Reduced
1547	CSC Caldwell Sutter Capital Sausalito, California	$51.4K	+$9.03K	4	0.02%	Increased
1548	KI Kapitalo Investimentos Sao Paulo, Brazil	$51.2K	-$58.8K	1	0.01%	Reduced
1549	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$51.2K	$0	3	0%	Maintained
1550	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$50.9K	+$17.9K	8	0%	Increased