← 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
1726	AF Arrow Financial Glens Falls, New York	$3.83K	+$2.81K	2	0%	Increased
1727	DF Dunhill Financial London, United Kingdom	$3.81K	+$3.43K	5	0%	New
1728	GFL Granite FO LLC Bedford, New Hampshire	$3.73K	+$3.1K	2	0%	Increased
1729	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$3.67K	+$3.59K	1	0%	New
1730	GEA Glen Eagle Advisors Kingston, New Jersey	$3.53K	$0	2	0%	Maintained
1731	CTC Cetera Trust Company St. Paul, Minnesota	$3.17K	+$3.07K	1	0%	New
1732	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$3.1K	-$418	3	0%	Reduced
1733	JPWM Jamison Private Wealth Management Milton, Georgia	$3.08K	+$2.03K	2	0%	Increased
1734	LIWM Long Island Wealth Management Melville, New York	$3K	+$2.31K	1	0%	New
1735	MFA McClarren Financial Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1736	PVH Psagot Value Holdings Tel Aviv, Israel	$3K	-$402K	2	0%	Reduced
1737	NFA Northwest Financial Advisors Herndon, Virginia	$2.86K	+$2.46K	2	0%	New
1738	Bank Julius Baer & Co Zurich, Switzerland	$2.52K	-$140K	1	0%	Reduced
1739	SJIM St. Johns Investment Management Jacksonville, Florida	$2.27K	$0	1	0%	Maintained
1740	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$2.22K	+$1.9K	1	0%	New
1741	FRA Frank Rimerman Advisors Palo Alto, California	$2.17K	+$2.06K	2	0%	New
1742	NMG New Millennium Group Sandy, Utah	$2.16K	$0	2	0%	Maintained
1743	M MOTCO San Antonio, Texas	$2.13K	+$1.59K	3	0%	Increased
1744	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$2.11K	$0	1	0%	Maintained
1745	LWA Lowe Wealth Advisors Columbia, Maryland	$2.02K	$0	1	0%	Maintained
1746	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2K	$0	1	0%	Maintained
1747	WIA Wetzel Investment Advisors Indianapolis, Indiana	$2K	+$1.95K	3	0%	New
1748	SouthState Corp Winter Haven, Florida	$1.99K	-$1.63K	1	0%	Reduced
1749	AFG Albion Financial Group Salt Lake City, Utah	$1.94K	$0	2	0%	Maintained
1750	KA Kozak & Associates Highlands Ranch, Colorado	$1.93K	$0	1	0%	Maintained