← 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	IWS Insight Wealth Strategies San Ramon, California	$281K	+$16.2K	1	0.04%	Increased
1202	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$281K	-$84.6K	2	0.02%	Reduced
1203	WA1 Wimmer Associates 1 Pasadena, California	$281K	+$21.3K	1	0.17%	Increased
1204	Calamos Wealth Management Naperville, Illinois	$280K	$0	1	0.02%	Maintained
1205	CC Courier Capital Buffalo, New York	$279K	-$218K	1	0.03%	Reduced
1206	PCM Palouse Capital Management Spokane, Washington	$278K	-$1.05K	1	0.12%	Reduced
1207	Wolverine Asset Management Chicago, Illinois	$278K	-$1.12M	1	0%	Reduced
1208	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$272K	+$1.69K	1	0.2%	Increased
1209	DWMG DB Wealth Management Group San Diego, California	$271K	$0	2	0.17%	Maintained
1210	Avior Wealth Management Omaha, Nebraska	$270K	-$2.1K	5	0.02%	Reduced
1211	CFGS Concourse Financial Group Securities Birmingham, Alabama	$268K	-$2.29K	8	0.02%	Reduced
1212	TPA Trivium Point Advisory Westport, Connecticut	$268K	+$12.6K	1	0.06%	Increased
1213	BC Bridgefront Capital Austin, Texas	$266K	-$913K	1	0.28%	Reduced
1214	HIA Harbor Investment Advisory Lutherville, Maryland	$266K	+$35.8K	7	0.04%	Increased
1215	Stock Yards Bank & Trust Louisville, Kentucky	$266K	$0	1	0.02%	Maintained
1216	FCA FinTrust Capital Advisors Greenville, South Carolina	$265K	+$16.2K	8	0.07%	Increased
1217	CIS Connors Investor Services Wyomissing, Pennsylvania	$264K	$0	1	0.03%	Maintained
1218	DACG Donor Advised Charitable Giving San Francisco, California	$262K	+$272K	1	0.05%	New
1219	PCG Private Capital Group West Hartford, Connecticut	$262K	+$20K	7	0.06%	Increased
1220	BA Ballast Advisors Woodbury, Minnesota	$261K	$0	1	0.11%	Maintained
1221	Horizon Investments Charlotte, North Carolina	$261K	-$422K	1	0.01%	Reduced
1222	MA MBA Advisors Hermitage, Pennsylvania	$261K	$0	1	0.19%	Maintained
1223	ST Somerset Trust Somerset, Pennsylvania	$260K	-$3.52K	1	0.11%	Reduced
1224	TCM Traynor Capital Management Malvern, Pennsylvania	$258K	$0	1	0.04%	Maintained
1225	AWM Altium Wealth Management Purchase, New York	$256K	+$40.4K	1	0.02%	Increased