← 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	AWM Aries Wealth Management Portland, Maine	$200K	-$55.2K	1	0.09%	Reduced
1302	TWM Tradition Wealth Management Edina, Minnesota	$195K	+$69.5K	4	0.03%	Increased
1303	CT Caldwell Trust Venice, Florida	$193K	$0	4	0.03%	Maintained
1304	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$190K	$0	1	0.22%	Maintained
1305	JWM Janiczek Wealth Management Denver, Colorado	$185K	-$2.75K	5	0.07%	Reduced
1306	FWM Focused Wealth Management Newburgh, New York	$183K	$0	2	0.03%	Maintained
1307	RDWM Red Door Wealth Management Memphis, Tennessee	$183K	+$156K	1	0.07%	New
1308	SWA Sutton Wealth Advisors Tampa, Florida	$176K	-$5.8K	6	0.06%	Reduced
1309	BAM Barrett Asset Management New York	$173K	$0	1	0.01%	Maintained
1310	SIM Sonora Investment Management Tucson, Arizona	$166K	+$80.3K	5	0.02%	Increased
1311	Salem Investment Counselors Winston Salem, North Carolina	$165K	+$49.9K	4	0.01%	Increased
1312	CFD Creative Financial Designs Kokomo, Indiana	$164K	+$149K	4	0.03%	Increased
1313	TD Ameritrade Investment Management Omaha, Nebraska	$164K	+$13.8K	5	0%	Increased
1314	AWA Arete Wealth Advisors Chicago, Illinois	$162K	+$156K	1	0.02%	New
1315	EI Ellevest Inc New York	$162K	+$33.2K	8	0.02%	Increased
1316	KFI Key Financial Inc West Chester, Pennsylvania	$155K	+$11.6K	3	0.09%	Increased
1317	MAM Marquette Asset Management Minneapolis, Minnesota	$155K	$0	1	0.03%	Maintained
1318	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$152K	+$157K	1	0.01%	New
1319	EBA Eagle Bay Advisors New York	$151K	+$143K	4	0.12%	New
1320	TCI Wealth Advisors Tucson, Arizona	$148K	+$15.9K	12	0.03%	Increased
1321	HCM Highlander Capital Management Short Hills, New Jersey	$146K	-$5.61K	3	0.07%	Reduced
1322	Brown Brothers Harriman & Co New York	$140K	-$35.5K	5	0%	Reduced
1323	Gradient Investments Arden Hills, Minnesota	$138K	+$3.46K	4	0%	Increased
1324	GAM Gemmer Asset Management Walnut Creek, California	$135K	+$2.99K	7	0.02%	Increased
1325	SSB Sandy Spring Bank Olney, Maryland	$133K	+$14.4K	4	0.01%	Increased