← 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
1101	JCM Jacobi Capital Management Pittston, Pennsylvania	$18K	+$17.8K	1	0.01%	New
1102	Gradient Investments Arden Hills, Minnesota	$17K	-$19.5K	1	0%	Reduced
1103	HMS Hanseatic Management Services Albuquerque, New Mexico	$17K	+$7.45K	1	0.01%	Increased
1104	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$17K	+$95	4	0.01%	Increased
1105	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$15K	$0	3	0.02%	Maintained
1106	SIA SeaBridge Investment Advisors Summit, New Jersey	$15K	+$15.1K	1	0%	New
1107	Allworth Financial Folsom, California	$14K	+$5.89K	2	0%	Increased
1108	SIG Stanford Investment Group Mountain View, California	$14K	$0	1	0.01%	Maintained
1109	KPCM Kings Point Capital Management Great Neck, New York	$13K	$0	1	0%	Maintained
1110	KLI Kelman-Lazarov Inc Memphis, Tennessee	$12.1K	+$11.2K	1	0.01%	New
1111	AIM Advantage Investment Management Cedar Rapids, Iowa	$12K	$0	1	0.01%	Maintained
1112	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$12K	$0	2	0.01%	Maintained
1113	BC Barnett & Company Chattanooga, Tennessee	$10K	$0	1	0.01%	Maintained
1114	CBT Central Bank & Trust Lexington, Kentucky	$10K	$0	1	0%	Maintained
1115	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$10K	$0	1	0.03%	Maintained
1116	GWS Glassman Wealth Services Vienna, Virginia	$10K	+$9.16K	1	0.01%	New
1117	MUS Mitsubishi UFJ Securities Tokyo, Japan	$9K	-$63.5K	1	0.02%	Reduced
1118	BAM Brave Asset Management Summit, New Jersey	$8K	$0	1	0.01%	Maintained
1119	DOA D'Orazio & Associates Falls Church, Virginia	$8K	+$75	1	0%	Increased
1120	FMP Financial Management Professionals Austin, Texas	$8K	+$7.78K	1	0%	New
1121	LWM LBA Wealth Management Jacksonville, Florida	$8K	$0	1	0%	Maintained
1122	PSC Prentiss Smith & Co Brattleboro, Vermont	$8K	-$4K	1	0%	Reduced
1123	VIA Vantage Investment Advisors State College, Pennsylvania	$8K	$0	1	0%	Maintained
1124	CA CapWealth Advisors Franklin, Tennessee	$7K	$0	1	0%	Maintained
1125	LNB Ledyard National Bank	$7K	$0	1	0%	Maintained