← 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	MAP Moody Aldrich Partners Marblehead, Massachusetts	$246K	-$3.44K	1	0.03%	Reduced
1252	BA Ballast Advisors Woodbury, Minnesota	$245K	+$209K	1	0.1%	New
1253	MA MBA Advisors Hermitage, Pennsylvania	$244K	+$208K	1	0.11%	New
1254	Great Valley Advisor Group Wilmington, Delaware	$243K	-$2.1K	1	0.02%	Reduced
1255	SW SkyOak Wealth Southfield, Michigan	$240K	+$230K	1	0.06%	New
1256	Ashton Thomas Private Wealth Scottsdale, Arizona	$239K	$0	1	0.04%	Maintained
1257	CCM Coerente Capital Management Toronto, Ontario, Canada	$239K	-$4.09M	1	0.05%	Reduced
1258	AF Alerus Financial Grand Forks, North Dakota	$237K	-$17.3K	1	0.02%	Reduced
1259	VCM Vivaldi Capital Management Chicago, Illinois	$236K	$0	1	0.05%	Maintained
1260	CS Comerica Securities Detroit, Michigan	$233K	-$605K	1	0.02%	Reduced
1261	HIA Harbor Investment Advisory Lutherville, Maryland	$231K	+$29.2K	7	0.03%	Increased
1262	HM Payson & Co Portland, Maine	$231K	-$102K	3	0.01%	Reduced
1263	SP Successful Portfolios Clearwater, Florida	$230K	$0	1	0.14%	Maintained
1264	OIS Okabena Investment Services Minneapolis, Minnesota	$228K	+$235K	1	0.11%	New
1265	WC Weil Company San Diego, California	$227K	+$223K	1	0.11%	New
1266	WSC Wellington Shields & Co New York	$227K	$0	1	0.07%	Maintained
1267	Gofen & Glossberg Chicago, Illinois	$226K	+$193K	1	0.01%	New
1268	ETM Euclidean Technologies Management Seattle, Washington	$224K	-$3.39M	1	0.18%	Reduced
1269	TCM Traynor Capital Management Malvern, Pennsylvania	$224K	$0	1	0.03%	Maintained
1270	BST Bath Savings Trust Bath, Maine	$222K	+$189K	1	0.03%	New
1271	Busey Bank Urbana, Illinois	$222K	-$28.4K	1	0.01%	Reduced
1272	Cannell & Spears New York	$222K	+$212K	1	0.02%	New
1273	IIC Ironwood Investment Counsel Scottsdale, Arizona	$222K	+$189K	1	0.06%	New
1274	RCM RB Capital Management Reno, Nevada	$222K	+$255K	1	0.08%	New
1275	FEM Fulcrum Equity Management Plano, Texas	$221K	+$20.1K	1	0.08%	Increased