← 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	MCA McGuire Capital Advisors Bethany, Oklahoma	$20.9K	-$101K	1	0.01%	Reduced
1577	WA Westfuller Advisors New York	$20.9K	-$13.8K	3	0.01%	Reduced
1578	S Sachetta Lynnfield, Massachusetts	$20.8K	-$3.29K	5	0.01%	Reduced
1579	KFI Key Financial Inc West Chester, Pennsylvania	$20.8K	$0	5	0%	Maintained
1580	MAM Meeder Asset Management Dublin, Ohio	$20.7K	+$13.7K	1	0%	Increased
1581	AFG Albion Financial Group Salt Lake City, Utah	$20.4K	+$21K	2	0%	Increased
1582	AT Arlington Trust Birmingham, Alabama	$20.1K	+$12.2K	5	0%	Increased
1583	Capital Analysts LLC Fort Washington, Pennsylvania	$20K	-$491	5	0%	Reduced
1584	HAP Harbor Asset Planning Belmont, Massachusetts	$19.6K	-$3.77K	2	0.02%	Reduced
1585	HWA HHM Wealth Advisors Chattanooga, Tennessee	$19.6K	-$106K	3	0%	Reduced
1586	CBT Crews Bank & Trust Wauchula, Florida	$19.6K	+$4.68K	2	0%	Increased
1587	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$19.1K	+$1.18K	3	0%	Increased
1588	PWMG Prestige Wealth Management Group Flemington, New Jersey	$18.6K	-$4.46K	7	0%	Reduced
1589	MASECO Private Wealth London,	$18.6K	-$34.1K	1	0%	Reduced
1590	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$18.4K	+$20.5K	2	0.01%	New
1591	CYG Clean Yield Group Norwich, Vermont	$18.3K	-$394K	1	0.01%	Reduced
1592	MTIC Missouri Trust & Investment Company Springfield, Missouri	$18.3K	-$22.5K	1	0.01%	Reduced
1593	KG Kilter Group Rhinebeck, New York	$18.2K	+$10.8K	8	0.01%	Increased
1594	FRA Front Row Advisors Tiburon, California	$18.1K	$0	3	0.01%	Maintained
1595	CT Caldwell Trust Venice, Florida	$18K	$0	3	0%	Maintained
1596	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$18K	$0	4	0.01%	Maintained
1597	MEG Millstone Evans Group Boulder, Colorado	$18K	-$6.34K	3	0.01%	Reduced
1598	HPBT Hickory Point Bank & Trust Decatur, Illinois	$17.8K	+$19.3K	4	0.01%	New
1599	SI Sapience Investments Newport Beach, California	$17.8K	-$416K	1	2.3%	Reduced
1600	AA Addison Advisors Middlebury, Vermont	$17.7K	-$1.88K	4	0%	Reduced