← 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
1151	CFA Carroll Financial Associates Charlotte, North Carolina	$51K	-$16K	2	0.01%	Reduced
1152	CA Claro Advisors Boston, Massachusetts	$51K	+$48.2K	3	0.04%	New
1153	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$51K	+$211	5	0.03%	Increased
1154	WA WealthTrust-Arizona Scottsdale, Arizona	$49K	+$21.6K	3	0.03%	Increased
1155	DAM Delta Asset Management Memphis, Tennessee	$48K	$0	2	0.01%	Maintained
1156	ONST Old North State Trust Greensboro, North Carolina	$48K	+$25.8K	2	0.05%	Increased
1157	Pacer Advisors Malvern, Pennsylvania	$48K	-$6.63M	1	0%	Reduced
1158	WB Webster Bank Waterbury, Connecticut	$48K	$0	2	0.01%	Maintained
1159	BWM Baystate Wealth Management Boston, Massachusetts	$47K	+$453	3	0.01%	Increased
1160	SFS Strategic Financial Services Utica, New York	$47K	+$67.2K	1	0.01%	New
1161	DWM Doyle Wealth Management St. Petersburg, Florida	$46K	+$57.4K	3	0.01%	New
1162	Magellan Asset Management Sydney, Australia	$46K	+$19.9K	1	0%	Increased
1163	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$45K	-$462K	1	0.01%	Reduced
1164	CCM Cribstone Capital Management Augusta, Maine	$45K	$0	2	0.02%	Maintained
1165	JWM Janiczek Wealth Management Denver, Colorado	$45K	$0	1	0.02%	Maintained
1166	PWMG Prestige Wealth Management Group Flemington, New Jersey	$45K	+$53.8K	8	0.03%	New
1167	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$44K	$0	2	0.04%	Maintained
1168	TF Tompkins Financial Ithaca, New York	$44K	-$9.86K	3	0.01%	Reduced
1169	Pathstone Family Office Englewood, New Jersey	$43K	+$55K	1	0.01%	Increased
1170	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$42K	-$4.13K	6	0.01%	Reduced
1171	CC Claybrook Capital Wellesley, Massachusetts	$41K	+$46K	2	0.01%	New
1172	FIB First Interstate Bank Billings, Montana	$41K	$0	2	0.01%	Maintained
1173	WDL Well Done LLC Holland, Michigan	$41K	+$46K	2	0.01%	New
1174	AIM Arcadia Investment Management Kalamazoo, Michigan	$40K	+$40.5K	1	0.01%	New
1175	SWA Sutton Wealth Advisors Tampa, Florida	$39.6K	-$1.84K	5	0.03%	Reduced