← 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	EWM Executive Wealth Management Brighton, Michigan	$128K	+$2.36K	4	0.02%	Increased
1102	AP Atwood & Palmer Kansas City, Missouri	$127K	$0	4	0.02%	Maintained
1103	PO Private Ocean San Rafael, California	$127K	$0	2	0.03%	Maintained
1104	KPW Kore Private Wealth New York	$126K	+$12.1K	3	0.03%	Increased
1105	OBGC O'Brien Greene & Co Media, Pennsylvania	$125K	$0	1	0.06%	Maintained
1106	RE RBC Europe London, United Kingdom	$125K	-$30.5K	4	0.01%	Reduced
1107	VCM Versant Capital Management Phoenix, Arizona	$121K	+$42.2K	10	0.05%	Increased
1108	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$119K	-$155K	1	0.01%	Reduced
1109	TFA Toth Financial Advisory Leesburg, Virginia	$119K	-$559K	2	0.03%	Reduced
1110	Salem Investment Counselors Winston Salem, North Carolina	$114K	+$98.3K	3	0.01%	New
1111	Avior Wealth Management Omaha, Nebraska	$112K	-$6.98K	3	0.02%	Reduced
1112	FIB First Interstate Bank Billings, Montana	$112K	+$66.4K	3	0.03%	Increased
1113	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$112K	+$367	2	0%	Increased
1114	SIM Sonora Investment Management Tucson, Arizona	$110K	-$5.27K	6	0.01%	Reduced
1115	MMG Monetary Management Group St Louis, Missouri	$109K	-$733	2	0.04%	Reduced
1116	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$109K	+$103K	1	0.05%	Increased
1117	Smithfield Trust Pittsburgh, Pennsylvania	$106K	-$917	4	0.01%	Reduced
1118	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$105K	+$15K	4	0.04%	Increased
1119	Edmond de Rothschild Holding Chambesy, Switzerland	$105K	-$12.1K	2	0%	Reduced
1120	BAM Bruderman Asset Management Locust Valley, New York	$104K	-$104K	4	0.02%	Reduced
1121	SBL Sargent Bickham Lagudis Boulder, Colorado	$100K	+$2.76K	3	0.01%	Increased
1122	ONST Old North State Trust Greensboro, North Carolina	$98K	+$35.2K	2	0.07%	Increased
1123	HMS Hanseatic Management Services Albuquerque, New Mexico	$92K	-$885K	1	0.1%	Reduced
1124	RFM Royal Fund Management Lady Lake, Florida	$89K	+$3.71K	2	0.03%	Increased
1125	BFC Bedel Financial Consulting Indianapolis, Indiana	$88K	+$21.7K	3	0.06%	Increased