← 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
1076	CWM Chesapeake Wealth Management Williamsburg, Virginia	$228K	$0	1	0.11%	Maintained
1077	SP Successful Portfolios Clearwater, Florida	$228K	-$4.39K	1	0.27%	Reduced
1078	TC Trust Company Manhattan, Kansas	$228K	+$646	3	0.1%	Increased
1079	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$227K	+$229K	1	0.01%	New
1080	PO Private Ocean San Rafael, California	$225K	$0	3	0.1%	Maintained
1081	Addenda Capital Montreal, Quebec, Canada	$224K	$0	1	0.02%	Maintained
1082	Buckingham Strategic Wealth Clayton, Missouri	$222K	$0	1	0.04%	Maintained
1083	SAM Silphium Asset Management London, United Kingdom	$215K	+$167K	1	0.07%	New
1084	CB Chemical Bank Detroit, Michigan	$214K	+$223K	1	0.02%	New
1085	SLF Sun Life Financial Toronto, Ontario, Canada	$214K	+$204K	4	0.03%	Increased
1086	IFG Advisory Atlanta, Georgia	$213K	+$205K	1	0.04%	New
1087	Cetera Investment Advisers Schaumburg, Illinois	$212K	-$15.3K	1	0.04%	Reduced
1088	Park Avenue Securities New York	$211K	+$207K	1	0.04%	New
1089	AIM Avity Investment Management Greenwich, Connecticut	$209K	-$6.81K	1	0.03%	Reduced
1090	CCM Canal Capital Management Richmond, Virginia	$209K	+$203K	1	0.12%	New
1091	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$209K	+$200K	1	0.06%	New
1092	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$208K	+$200K	1	0.03%	New
1093	FIM Frontier Investment Management Dallas, Texas	$207K	+$202K	1	0.02%	New
1094	SWA SFMG Wealth Advisors Plano, Texas	$207K	+$856	1	0.03%	Increased
1095	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$206K	+$196K	1	0.03%	New
1096	Bragg Financial Advisors Charlotte, North Carolina	$203K	-$58.9K	1	0.03%	Reduced
1097	IWA Intercontinental Wealth Advisors San Antonio, Texas	$203K	+$205K	1	0.11%	New
1098	AWM Aries Wealth Management Portland, Maine	$202K	-$57.7K	1	0.19%	Reduced
1099	EA Evanston Advisors Schaumburg, Illinois	$202K	+$157K	1	0.05%	New
1100	SEC Seven Eight Capital New York	$202K	-$2.09M	1	0.01%	Reduced