← 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	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$335K	$0	2	0.03%	Maintained
1127	ST Somerset Trust Somerset, Pennsylvania	$335K	-$7.41K	1	0.14%	Reduced
1128	CFGS Concourse Financial Group Securities Birmingham, Alabama	$329K	-$90.5K	7	0.02%	Reduced
1129	S Surevest Los Angeles, California	$328K	$0	1	0.1%	Maintained
1130	CIM Cambria Investment Management Manhattan Beach, California	$326K	+$271K	1	0.06%	New
1131	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$322K	+$109K	4	0.08%	Increased
1132	PB Pinnacle Bancorp Beatrice, Nebraska	$319K	-$31.1K	3	0.15%	Reduced
1133	Spire Wealth Management Mclean, Virginia	$317K	+$313K	6	0.01%	New
1134	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$317K	+$264K	1	0.1%	New
1135	Avior Wealth Management Omaha, Nebraska	$315K	+$12.3K	5	0.03%	Increased
1136	BMC Benin Management Corp Wilton, Connecticut	$315K	+$29.1K	1	0.11%	Increased
1137	AI AXS Investments Port Chester, New York	$312K	+$323K	1	0.11%	New
1138	HM Payson & Co Portland, Maine	$312K	+$23.4K	4	0.01%	Increased
1139	Burgundy Asset Management Toronto, Ontario, Canada	$311K	$0	1	0%	Maintained
1140	CCM Campbell Capital Management Miami, Florida	$310K	$0	1	0.14%	Maintained
1141	WC Woodstock Corp Boston, Massachusetts	$309K	$0	1	0.04%	Maintained
1142	IFS Ifrah Financial Services Little Rock, Arkansas	$308K	-$36.4K	1	0.09%	Reduced
1143	CA Calton & Associates Tampa, Florida	$307K	-$3.01K	1	0.06%	Reduced
1144	TWM TriaGen Wealth Management Calabasas, California	$305K	$0	1	0.18%	Maintained
1145	Venture Visionary Partners Sylvania, Ohio	$304K	+$29.5K	1	0.03%	Increased
1146	OFS OneAscent Financial Services Birmingham, Alabama	$303K	+$20.7K	1	0.3%	Increased
1147	NRI NFP Retirement Inc Aliso Viejo, California	$299K	-$3.18K	1	0.13%	Reduced
1148	CH Canton Hathaway Providence, Rhode Island	$297K	$0	1	0.09%	Maintained
1149	DP Dearborn Partners Chicago, Illinois	$297K	$0	1	0.01%	Maintained
1150	FCA FinTrust Capital Advisors Greenville, South Carolina	$297K	-$11K	6	0.09%	Reduced