← 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	CBA Coastal Bridge Advisors Westport, Connecticut	$205K	+$1.21K	1	0.06%	Increased
1152	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$205K	+$199K	1	0.03%	New
1153	FSC Full Sail Capital Oklahoma City, Oklahoma	$205K	-$486K	1	0.03%	Reduced
1154	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$205K	$0	1	0.1%	Maintained
1155	Krilogy Financial St. Louis, Missouri	$204K	+$204K	1	0.03%	New
1156	NIM NuWave Investment Management Parsippany, New Jersey	$202K	+$28.9K	4	0.31%	Increased
1157	BIA Barry Investment Advisors New Bedford, Massachusetts	$200K	+$205K	1	0.07%	New
1158	IHT Wealth Management Chicago, Illinois	$200K	+$6.09K	1	0.02%	Increased
1159	FHA Flagship Harbor Advisors Boston, Massachusetts	$198K	+$8.62K	8	0.03%	Increased
1160	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$198K	$0	1	0.18%	Maintained
1161	Clearstead Advisors Cleveland, Ohio	$197K	+$14.9K	4	0.02%	Increased
1162	TFS TrustCore Financial Services Brentwood, Tennessee	$196K	+$157K	3	0.03%	Increased
1163	SBL Sargent Bickham Lagudis Boulder, Colorado	$189K	-$1.78M	2	0.02%	Reduced
1164	TFA Toth Financial Advisory Leesburg, Virginia	$189K	-$15K	2	0.04%	Reduced
1165	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$181K	+$193K	3	0.06%	Increased
1166	PCC Park Circle Company Baltimore, Maryland	$179K	+$152K	1	0.2%	New
1167	Smithfield Trust Pittsburgh, Pennsylvania	$178K	+$27.1K	7	0.01%	Increased
1168	MHR Matthew Hamilton Rosenberg	$176K	+$37	2	0.13%	Increased
1169	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$176K	$0	1	0.11%	Maintained
1170	HIA Harbor Investment Advisory Lutherville, Maryland	$174K	-$18.3K	6	0.03%	Reduced
1171	BCA Berman Capital Advisors Atlanta, Georgia	$171K	+$8.18K	7	0.05%	Increased
1172	AIM AIA Investment Management Singapore	$169K	+$26.6K	4	0.04%	Increased
1173	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$156K	-$299K	2	0.14%	Reduced
1174	PCM Palouse Capital Management Spokane, Washington	$155K	-$23.7K	1	0.09%	Reduced
1175	FBT First Bank & Trust Brookings, South Dakota	$153K	+$52.8K	2	0.1%	Increased