← 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
1226	PLU Performa Ltd (US) Charleston, South Carolina	$72K	-$322K	1	0.07%	Reduced
1227	Procyon Advisors Shelton, Connecticut	$72K	+$69.5K	4	0.04%	New
1228	EI Ellevest Inc New York	$71K	+$66.3K	4	0.02%	Increased
1229	DSC Duncker Streett & Co St. Louis, Missouri	$70K	+$63.1K	2	0.01%	New
1230	TCM Tradewinds Capital Management Bellingham, Washington	$70K	$0	3	0.02%	Maintained
1231	APW Acima Private Wealth Richmond, Virginia	$69K	$0	1	0.05%	Maintained
1232	MFG Magnus Financial Group New York	$68K	-$32.6K	1	0.01%	Reduced
1233	ADL Asset Dedication LLC San Francisco, California	$67K	+$16.7K	4	0.02%	Increased
1234	Capital Analysts LLC Fort Washington, Pennsylvania	$67K	$0	2	0.01%	Maintained
1235	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$65K	+$57.6K	2	0.06%	New
1236	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$64K	+$57.1K	2	0.09%	New
1237	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$63K	-$638	6	0.01%	Reduced
1238	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$63K	-$11.6K	6	0.02%	Reduced
1239	PDM Penn Davis McFarland Dallas, Texas	$62K	$0	1	0.02%	Maintained
1240	PCTC Perkins Coie Trust Company Seattle, Washington	$61K	$0	2	0.03%	Maintained
1241	EWP Engrave Wealth Partners The Woodlands, Texas	$58K	+$55.7K	2	0.06%	New
1242	Atlantic Union Bankshares Glen Allen, Virginia	$57K	$0	1	0.01%	Maintained
1243	CWP CFM Wealth Partners Austin, Texas	$57K	+$50.6K	1	0.02%	New
1244	Fidelity International Hamilton, Bermuda	$57K	-$479K	4	0%	Reduced
1245	RIA RPG Investment Advisory Pleasanton, California	$56K	+$49.4K	1	0.01%	New
1246	LIM Longfellow Investment Management Boston, Massachusetts	$53K	$0	1	0.02%	Maintained
1247	DAM Delta Asset Management Memphis, Tennessee	$52K	-$29	2	0.01%	Reduced
1248	JWM Janiczek Wealth Management Denver, Colorado	$52K	$0	1	0.02%	Maintained
1249	EIP Ellis Investment Partners Berwyn, Pennsylvania	$51K	+$26.2K	1	0.02%	Increased
1250	PA PSI Advisors Tampa, Florida	$50K	+$43.5K	2	0.03%	New