← 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
1551	MASECO Private Wealth London,	$20.4K	-$1.46K	1	0%	Reduced
1552	OAJ Ogorek Anthony Joseph Williamsville, New York	$20K	+$8.38K	3	0.01%	Increased
1553	MMCM Murphy & Mullick Capital Management Smithtown, New York	$19.3K	$0	2	0.01%	Maintained
1554	OC Oakworth Capital Birmingham, Alabama	$19.3K	+$10.4K	5	0%	Increased
1555	RFS Richardson Financial Services Medway, Massachusetts	$19K	-$7.26K	2	0.01%	Reduced
1556	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$18.8K	$0	4	0.01%	Maintained
1557	DF Dunhill Financial London, United Kingdom	$18.5K	-$677	6	0%	Reduced
1558	Montag & Associates Atlanta, Georgia	$18.1K	+$1.73K	2	0%	Increased
1559	MLA MB, Levis & Associates Center Valley, Pennsylvania	$18.1K	+$3.63K	3	0.01%	Increased
1560	KFI Key Financial Inc West Chester, Pennsylvania	$18.1K	$0	5	0%	Maintained
1561	CBT Crews Bank & Trust Wauchula, Florida	$18K	-$251	2	0%	Reduced
1562	AW Avion Wealth The Woodlands, Texas	$18K	+$8.45K	6	0%	Increased
1563	CJ Caitlin John Brighton, Michigan	$17.7K	-$8.82K	5	0.01%	Reduced
1564	TM Torren Management San Diego, California	$17.6K	$0	3	0.01%	Maintained
1565	FC Financial Consulate Hunt Valley, Maryland	$17.4K	+$2.63K	5	0%	Increased
1566	HPBT Hickory Point Bank & Trust Decatur, Illinois	$17.2K	-$171	4	0.01%	Reduced
1567	HAP Harbor Asset Planning Belmont, Massachusetts	$17.1K	$0	2	0.01%	Maintained
1568	BFS Bare Financial Services Gap, Pennsylvania	$17.1K	+$7.85K	8	0%	Increased
1569	HWA HHM Wealth Advisors Chattanooga, Tennessee	$17.1K	$0	3	0%	Maintained
1570	EFMH E Fund Management (HK) Central, Hong Kong	$17.1K	+$6.97K	2	0.01%	Increased
1571	CTA Colonial Trust Advisors Spartanburg, South Carolina	$16.9K	+$13.1K	4	0%	Increased
1572	BONH Bank of New Hampshire Laconia, New Hampshire	$16.7K	$0	2	0%	Maintained
1573	ATC Adirondack Trust Company Saratoga Springs, New York	$16.7K	-$508	1	0.01%	Reduced
1574	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$16.6K	+$1.66K	1	0.01%	Increased
1575	AT Arlington Trust Birmingham, Alabama	$16.5K	-$1.7K	3	0%	Reduced