← 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
1126	IFS Ifrah Financial Services Little Rock, Arkansas	$238K	-$3.82K	1	0.08%	Reduced
1127	OFS OneAscent Financial Services Birmingham, Alabama	$238K	+$210K	1	0.13%	New
1128	WC Woodstock Corp Boston, Massachusetts	$233K	$0	1	0.04%	Maintained
1129	Lincoln National Corp Radnor, Pennsylvania	$228K	+$213K	1	0.01%	New
1130	Global Retirement Partners San Rafael, California	$226K	+$6.13K	4	0.03%	Increased
1131	AC Athanor Capital New York	$224K	-$4.83M	1	0.01%	Reduced
1132	FHA Flagship Harbor Advisors Boston, Massachusetts	$224K	+$12.8K	6	0.04%	Increased
1133	Chicago Partners Investment Group Chicago, Illinois	$223K	+$200K	1	0.03%	New
1134	Summit Trail Advisors New York	$223K	-$240K	1	0.13%	Reduced
1135	Bailard Foster City, California	$222K	+$214K	1	0.01%	New
1136	CCT Country Club Trust Kansas City, Missouri	$220K	+$197K	1	0.02%	New
1137	HCM Hollencrest Capital Management Newport Beach, California	$219K	+$194K	1	0.02%	New
1138	IIM Ironwood Investment Management Boston, Massachusetts	$219K	+$185K	1	0.15%	New
1139	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$218K	-$26.5K	1	0.02%	Reduced
1140	SP Successful Portfolios Clearwater, Florida	$217K	+$183K	1	0.19%	New
1141	Dynamic Advisor Solutions Phoenix, Arizona	$215K	+$182K	1	0.03%	New
1142	WSC Wellington Shields & Co New York	$215K	+$181K	1	0.1%	New
1143	CCA Checchi Capital Advisers Beverly Hills, California	$213K	+$198K	1	0.03%	New
1144	CWM Chicago Wealth Management Chicago, Illinois	$213K	+$199K	1	0.2%	New
1145	HR Hayden Royal Charlotte, North Carolina	$213K	+$200K	1	0.11%	New
1146	CFW CA Family Wealth Beverly Hills, California	$210K	+$191K	1	0.14%	New
1147	FWSM First Wilshire Securities Management Pasadena, California	$210K	-$273K	1	0.08%	Reduced
1148	Todd Asset Management Louisville, Kentucky	$210K	+$203K	1	0.01%	New
1149	RWA Ropes Wealth Advisors Boston, Massachusetts	$208K	+$28.6K	3	0.04%	Increased
1150	BAM Boyar Asset Management New York	$206K	-$5.01K	1	0.15%	Reduced