← 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
1201	Lido Advisors Los Angeles, California	$255K	-$326K	1	0%	Reduced
1202	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$254K	+$79	1	0.04%	Increased
1203	SB Sunflower Bank Dallas, Texas	$254K	+$18K	1	0.04%	Increased
1204	Great Valley Advisor Group Wilmington, Delaware	$253K	+$238K	1	0.02%	New
1205	CIS Connors Investor Services Wyomissing, Pennsylvania	$252K	+$261K	1	0.03%	New
1206	CIA CSat Investment Advisory Detroit, Michigan	$249K	+$70.4K	4	0.21%	Increased
1207	AGA Accuvest Global Advisors Provo, Utah	$248K	+$280K	1	0.13%	New
1208	Ashton Thomas Private Wealth Scottsdale, Arizona	$247K	+$6.22K	1	0.04%	Increased
1209	Stratos Wealth Partners Beachwood, Ohio	$247K	+$20.6K	1	0.01%	Increased
1210	AA AlphaCentric Advisors San Juan, Puerto Rico	$246K	-$7.43K	2	0.08%	Reduced
1211	PCG Private Capital Group West Hartford, Connecticut	$246K	-$49.4K	7	0.06%	Reduced
1212	PDM Penn Davis McFarland Dallas, Texas	$244K	+$203K	1	0.05%	New
1213	IAM Infusive Asset Management New York	$243K	+$28.5K	2	0.06%	Increased
1214	RiverFront Investment Group Richmond, Virginia	$241K	+$43.6K	1	0.01%	Increased
1215	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$240K	$0	1	0.03%	Maintained
1216	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$239K	-$9.27M	1	0.01%	Reduced
1217	MAP Moody Aldrich Partners Marblehead, Massachusetts	$239K	+$39.2K	1	0.03%	Increased
1218	AA Aufman Associates Sewickley, Pennsylvania	$238K	-$124K	1	0.2%	Reduced
1219	SP Successful Portfolios Clearwater, Florida	$238K	$0	1	0.16%	Maintained
1220	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$237K	+$197K	1	0.01%	New
1221	SB Simmons Bank Pine Bluff, Arkansas	$237K	-$12.4K	1	0.02%	Reduced
1222	WSC Wellington Shields & Co New York	$234K	-$354	1	0.08%	Reduced
1223	Ferguson Wellman Capital Management Portland, Oregon	$233K	$0	1	0.01%	Maintained
1224	MSR Main Street Research Lakeville, Connecticut	$233K	-$4.41K	1	0.02%	Reduced
1225	WMC Westwood Management Corporation Chicago, Illinois	$233K	-$602K	1	0.02%	Reduced