← 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
1301	Csenge Advisory Group Clearwater, Florida	$201K	+$7.62K	1	0.01%	Increased
1302	AIA Arbor Investment Advisors Winston Salem, North Carolina	$201K	+$199K	1	0.02%	New
1303	AT American Trust Lexington, Kentucky	$200K	+$164K	1	0.02%	New
1304	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$200K	+$207K	1	0.02%	New
1305	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$198K	$0	1	0.12%	Maintained
1306	CFO Cambient Family Office Ada, Michigan	$197K	+$184K	1	0.02%	New
1307	5NPW 55 North Private Wealth Winter Park, Florida	$197K	+$204K	1	0.04%	New
1308	Wilmington Savings Fund Society Wilmington, Delaware	$197K	-$28.1K	9	0%	Reduced
1309	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$196K	+$37.3K	1	0.01%	Increased
1310	Needham Investment Management New York	$194K	$0	1	0.01%	Maintained
1311	PAM Parvin Asset Management Sioux Falls, South Dakota	$194K	-$119K	2	0.15%	Reduced
1312	FBT First Bank & Trust Brookings, South Dakota	$191K	+$7.87K	1	0.03%	Increased
1313	ARGA Investment Management Stamford, Connecticut	$190K	+$178K	1	0%	New
1314	MCM Manchester Capital Management Manchester, Vermont	$189K	+$13.1K	6	0.02%	Increased
1315	MPM MBB Public Markets Chicago, Illinois	$189K	$0	1	0.02%	Maintained
1316	HC Hara Capital Bellevue, Washington	$188K	$0	3	0.1%	Maintained
1317	KA Kovack Advisors Ft. Lauderdale, Florida	$187K	+$18.4K	1	0.01%	Increased
1318	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$185K	+$22.9K	6	0.05%	Increased
1319	QFW QTR Family Wealth Lake Mary, Florida	$184K	+$191K	1	0.06%	New
1320	TCMG TSP Capital Management Group Summit, New Jersey	$184K	+$191K	1	0.04%	New
1321	BWM Brown Wealth Management Naperville, Illinois	$183K	+$170K	1	0.04%	New
1322	SB Strategic Blueprint Atlanta, Georgia	$183K	+$21.4K	1	0.01%	Increased
1323	TWP Triad Wealth Partners Lawrence, Kansas	$181K	+$169K	1	0.01%	New
1324	TCM TT Capital Management Coto De Caza, California	$181K	+$44.7K	1	0.14%	Increased
1325	VWM Vermillion Wealth Management Rosemount, Minnesota	$180K	+$45K	4	0.04%	Increased