← 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
1651	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$10.5K	$0	1	0%	Maintained
1652	MSG Main Street Group Glen Allen, Virginia	$10.5K	-$1.26K	3	0%	Reduced
1653	RWPA Richard W. Paul & Associates Novi, Michigan	$10.5K	+$72	2	0%	Increased
1654	BONH Bank of New Hampshire Laconia, New Hampshire	$10.4K	$0	2	0%	Maintained
1655	ATC Adirondack Trust Company Saratoga Springs, New York	$10.4K	$0	1	0%	Maintained
1656	AFIA America First Investment Advisors Omaha, Nebraska	$10.3K	$0	1	0%	Maintained
1657	KFS Kelly Financial Services Braintree, Massachusetts	$10.1K	$0	5	0%	Maintained
1658	FWA FSC Wealth Advisors Fishkill, New York	$10.1K	$0	1	0.01%	Maintained
1659	PP PFS Partners Mine Hill, New Jersey	$9.61K	-$5.07K	3	0.01%	Reduced
1660	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$9.42K	+$1.97K	1	0%	Increased
1661	IGWM ICA Group Wealth Management Denver, Colorado	$9.37K	-$15.3K	1	0.01%	Reduced
1662	OW Olistico Wealth Tulsa, Oklahoma	$9.27K	+$11.4K	1	0.01%	New
1663	SA SRH Advisors Salina, Kansas	$9.2K	-$226	2	0%	Reduced
1664	NCM Northwest Capital Management Lake Oswego, Oregon	$9.17K	$0	1	0%	Maintained
1665	MLA MB, Levis & Associates Center Valley, Pennsylvania	$9.13K	$0	1	0%	Maintained
1666	FMP Financial Management Professionals Austin, Texas	$9K	-$25K	4	0%	Reduced
1667	MTC Matrix Trust Company Denver, Colorado	$9K	+$13.3K	1	0%	New
1668	CAC Core Alternative Capital Peachtree Corners, Georgia	$8.93K	$0	3	0%	Maintained
1669	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$8.71K	+$1.18K	10	0%	Increased
1670	GG Gleason Group Prospect, Kentucky	$8.67K	+$9.17K	1	0%	New
1671	Bogart Wealth LLC Mclean, Virginia	$8.44K	+$5.68K	1	0%	Increased
1672	CFG CKW Financial Group Honolulu, Hawaii	$8K	$0	2	0%	Maintained
1673	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$8K	$0	2	0%	Maintained
1674	FPB First PREMIER Bank Sioux Falls, South Dakota	$8K	$0	1	0%	Maintained
1675	Stonehage Fleming Financial Services St. Helier, Jersey	$7.91K	-$1.06M	2	0%	Reduced