← 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	UHC Union Heritage Capital Bloomfield Hills, Michigan	$94.4K	$0	1	0.03%	Maintained
1552	PMFA Plante Moran Financial Advisors Southfield, Michigan	$92.3K	-$124K	4	0.01%	Reduced
1553	KTC Kentucky Trust Company Danville, Kentucky	$92.2K	+$96.7K	2	0.05%	New
1554	Bartlett & Co Wealth Management Cincinnati, Ohio	$90.6K	-$19.9K	5	0%	Reduced
1555	CIAM Caitong International Asset Management Hong Kong	$89.9K	+$89.8K	9	0.09%	New
1556	RIA Regal Investment Advisors Kentwood, Michigan	$89.5K	-$360	1	0.01%	Reduced
1557	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$89.1K	+$94.5K	6	0.01%	New
1558	MCF Advisors Covington, Kentucky	$87.4K	-$41.6K	5	0.01%	Reduced
1559	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$86K	$0	1	0.05%	Maintained
1560	DSC Duncker Streett & Co St. Louis, Missouri	$85.6K	-$2.15K	2	0.02%	Reduced
1561	CAL Capital Advisors Ltd Shaker Heights, Ohio	$85K	+$3.18K	7	0.01%	Increased
1562	SWM Sugarloaf Wealth Management Duluth, Georgia	$84.3K	$0	4	0.02%	Maintained
1563	KSB Kennebec Savings Bank Augusta, Maine	$83.8K	$0	2	0.08%	Maintained
1564	Catalyst Capital Advisors Huntington, New York	$83K	+$14.2K	1	0%	Increased
1565	IR IAT Reinsurance New York	$82.6K	$0	1	0.02%	Maintained
1566	MCM MV Capital Management Bethesda, Maryland	$80.6K	-$1.64K	7	0.01%	Reduced
1567	CFFP Center for Financial Planning Southfied, Michigan	$79.5K	$0	4	0.01%	Maintained
1568	APW Aventura Private Wealth Aventura, Florida	$78.8K	+$80.7K	1	0.04%	New
1569	CJL Cyrus J. Lawrence New York	$78K	$0	1	0.02%	Maintained
1570	VHAM Van Hulzen Asset Management El Dorado Hills, California	$77K	+$78.4K	2	0.01%	New
1571	MTIC Missouri Trust & Investment Company Springfield, Missouri	$76.2K	$0	2	0.03%	Maintained
1572	WWM Wolff Wiese Magana Carslbad, California	$74.2K	+$241	2	0.05%	Increased
1573	CBA Coastal Bridge Advisors Westport, Connecticut	$73.8K	$0	1	0.02%	Maintained
1574	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$73.7K	$0	2	0.04%	Maintained
1575	RA Rise Advisors Rochester, New York	$73.2K	+$75	3	0.04%	Increased