← 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
1576	ASBI American State Bank (Iowa) Sioux Center, Iowa	$32.8K	$0	2	0.02%	Maintained
1577	PWMG Private Wealth Management Group Princeton, New Jersey	$32.5K	+$28.8K	11	0.02%	New
1578	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$31.8K	+$28.8K	4	0.01%	New
1579	IGWM ICA Group Wealth Management Denver, Colorado	$31.4K	+$27K	5	0.01%	New
1580	ACA American Capital Advisory Ketchum, Idaho	$31.2K	+$26.3K	2	0.02%	New
1581	AIM Arcadia Investment Management Kalamazoo, Michigan	$31.1K	-$13.4K	2	0.01%	Reduced
1582	SAM S.A. Mason Holland, Michigan	$30.3K	+$26K	1	0.02%	New
1583	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$29.8K	$0	4	0.01%	Maintained
1584	JFA JNBA Financial Advisors Bloomington, Minnesota	$29.7K	-$45.2K	4	0%	Reduced
1585	TCPG Trivant Custom Portfolio Group San Diego, California	$29K	-$1.9M	3	0.02%	Reduced
1586	CB CNB Bank Clearfield, Pennsylvania	$27.8K	$0	3	0.01%	Maintained
1587	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$27.3K	+$674	5	0.01%	Increased
1588	NOI Newton One Investments Newark, Delaware	$27.1K	-$4.46K	1	0.01%	Reduced
1589	GA GoalVest Advisory New York	$26.5K	-$635K	1	0.01%	Reduced
1590	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$26.5K	-$12.7K	3	0%	Reduced
1591	NMM Naples Money Management Naples, Florida	$26.3K	+$25.8K	1	0.02%	New
1592	MFF Mango Five Family Reno, Nevada	$26.1K	+$22.3K	1	0.01%	New
1593	CIC Canal Insurance Company Greenville, South Carolina	$26K	-$35.5K	1	0.01%	Reduced
1594	FUBT First United Bank & Trust Oakland, Maryland	$25.8K	+$25.2K	1	0.01%	New
1595	KFI Key Financial Inc West Chester, Pennsylvania	$25.4K	-$9.9K	4	0.01%	Reduced
1596	HCP Hexagon Capital Partners Rogers, Arkansas	$25K	+$7.17K	6	0.01%	Increased
1597	Altshuler Shaham Tel Aviv, Israel	$24.8K	-$1.88K	1	0%	Reduced
1598	FFO Fortitude Family Office Scottsdale, Arizona	$24.2K	+$21.4K	5	0.02%	New
1599	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$24K	$0	1	0%	Maintained
1600	CB Centennial Bank Conway, Arkansas	$23.9K	-$589	1	0.01%	Reduced