← 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
1251	MMG Monetary Management Group St Louis, Missouri	$53K	+$712	2	0.02%	Increased
1252	TCTC Holdings Dallas, Texas	$52K	+$49.3K	1	0%	New
1253	Magellan Asset Management Sydney, Australia	$49K	-$5.81K	1	0%	Reduced
1254	EWP Engrave Wealth Partners The Woodlands, Texas	$48K	+$1.54K	3	0.04%	Increased
1255	JIR James Investment Research Alpha, Ohio	$48K	+$42K	1	0%	Increased
1256	CFO CVA Family Office Denver, Colorado	$46K	-$10.3K	1	0.04%	Reduced
1257	TFO Tarbox Family Office Newport Beach, California	$46K	-$150K	7	0.01%	Reduced
1258	DAM Delta Asset Management Memphis, Tennessee	$45K	$0	2	0.01%	Maintained
1259	AJ Ashburton (Jersey) St Helier, Jersey	$43K	$0	1	0.02%	Maintained
1260	LWM Liberty Wealth Management Oakland, California	$43K	-$1.96K	3	0.03%	Reduced
1261	Capital Analysts LLC Fort Washington, Pennsylvania	$42K	-$17.4K	3	0%	Reduced
1262	LWA Lenox Wealth Advisors New York	$42K	+$2.57K	2	0.01%	Increased
1263	Simon Quick Advisors Morristown, New Jersey	$42K	+$37.8K	2	0.02%	Increased
1264	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$42K	-$35.9K	3	0.66%	Reduced
1265	WCG Weaver Consulting Group Huntington Beach, California	$41K	+$9.95K	5	0.02%	Increased
1266	PC PA Capital Richmond, Virginia	$40K	+$4.77K	1	0.03%	Increased
1267	TF TimeScale Financial Danvers, Massachusetts	$40K	$0	2	0.01%	Maintained
1268	JWM Janiczek Wealth Management Denver, Colorado	$39K	$0	1	0.02%	Maintained
1269	Country Trust Bank Bloomington, Illinois	$38K	$0	1	0%	Maintained
1270	PWMG Prestige Wealth Management Group Flemington, New Jersey	$37K	-$6.92K	8	0.01%	Reduced
1271	CWP CFM Wealth Partners Austin, Texas	$36K	-$37K	1	0.01%	Reduced
1272	EARNEST Partners Atlanta, Georgia	$36K	$0	5	0%	Maintained
1273	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$36K	+$1.07K	1	0.02%	Increased
1274	SLF Sun Life Financial Toronto, Ontario, Canada	$36K	-$164	4	0.01%	Reduced
1275	QCMC Quantum Capital Management (California) San Francisco, California	$35K	$0	2	0.02%	Maintained