← 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
1676	AF Alerus Financial Grand Forks, North Dakota	$3.05K	-$16.8K	2	0%	Reduced
1677	CFG CKW Financial Group Honolulu, Hawaii	$3K	-$3.37K	1	0%	Reduced
1678	Penserra Capital Management Orinda, California	$3K	-$213K	1	0%	Reduced
1679	SC Sawyer & Company Boston, Massachusetts	$3K	$0	1	0%	Maintained
1680	WB Webster Bank Waterbury, Connecticut	$2.98K	-$354	1	0%	Reduced
1681	FGA Fortis Group Advisors Westwood, New Jersey	$2.89K	$0	4	0%	Maintained
1682	VWA Valued Wealth Advisors Holladay, Utah	$2.74K	$0	1	0%	Maintained
1683	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$2.74K	+$2.73K	1	0%	New
1684	PP Pacifica Partners Surrey, Canada	$2.7K	+$2.68K	1	0%	New
1685	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.67K	-$9.95K	3	0%	Reduced
1686	HIA HFM Investment Advisors Glassboro, New Jersey	$2.63K	-$577	6	0%	Reduced
1687	AP Aspect Partners Fairfax, Virginia	$2.52K	-$1.47K	1	0%	Reduced
1688	CWM Crowley Wealth Management Wilmington, Delaware	$2.19K	$0	1	0%	Maintained
1689	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.13K	-$19.8K	3	0%	Reduced
1690	GPFA Game Plan Financial Advisors Westlake, Ohio	$2.13K	$0	1	0%	Maintained
1691	STB S&T Bank Indiana, Pennsylvania	$2.13K	+$2.2K	1	0%	New
1692	GA Guerra Advisors Miami, Florida	$2.11K	+$2.03K	2	0%	New
1693	ACA American Capital Advisory Ketchum, Idaho	$2.08K	+$307	4	0%	Increased
1694	NL NVWM LLC Yardley, Pennsylvania	$2.05K	+$709	2	0%	Increased
1695	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2K	$0	1	0%	Maintained
1696	NWM Navigoe Wealth Management Redondo Beach, California	$2K	-$2.78K	1	0%	Reduced
1697	RTC Riverview Trust Company Vancouver, Washington	$1.99K	-$13	1	0%	Reduced
1698	WestEnd Advisors Charlotte, North Carolina	$1.94K	-$570	4	0%	Reduced
1699	FCT First Community Trust Dubuque, Iowa	$1.92K	-$3.98K	2	0%	Reduced
1700	FLFS Family Legacy Financial Solutions Cary, North Carolina	$1.92K	$0	1	0%	Maintained