← 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
1326	TCM Tradewinds Capital Management Bellingham, Washington	$71K	$0	3	0.02%	Maintained
1327	DSC Duncker Streett & Co St. Louis, Missouri	$70K	$0	2	0.01%	Maintained
1328	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$69K	+$8.8K	8	0.01%	Increased
1329	CCA Childress Capital Advisors Houston, Texas	$65K	+$60.3K	5	0.04%	New
1330	DAC Dividend Assets Capital Ridgeland, South Carolina	$65K	+$62.9K	2	0.01%	New
1331	LOIM Liberty One Investment Management Libertyville, Illinois	$65K	+$18.4K	1	0.01%	Increased
1332	TFO Tarbox Family Office Newport Beach, California	$65K	-$845	7	0.01%	Reduced
1333	HMS Hanseatic Management Services Albuquerque, New Mexico	$64K	-$104K	1	0.14%	Reduced
1334	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$64K	+$60.8K	5	0.03%	New
1335	ADIM Alpha DNA Investment Management Columbia, Maryland	$62K	+$64K	6	0.07%	New
1336	CFO CVA Family Office Denver, Colorado	$61K	+$12.3K	1	0.04%	Increased
1337	LWA Lenox Wealth Advisors New York	$61K	+$13K	3	0.01%	Increased
1338	GWS Glassman Wealth Services Vienna, Virginia	$58K	+$11.7K	5	0.01%	Increased
1339	Allworth Financial Folsom, California	$57K	$0	3	0%	Maintained
1340	First Horizon Advisors Memphis, Tennessee	$57K	-$5.1K	5	0%	Reduced
1341	AWG Altus Wealth Group Colorado Springs, Colorado	$54K	+$53.1K	2	0.05%	New
1342	TCTC Holdings Dallas, Texas	$54K	$0	1	0%	Maintained
1343	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$54K	-$1.33K	3	0.03%	Reduced
1344	ADL Asset Dedication LLC San Francisco, California	$53K	$0	3	0.01%	Maintained
1345	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$53K	-$694K	1	0.06%	Reduced
1346	CWP Concord Wealth Partners Abingdon, Virginia	$52K	+$48.5K	3	0.04%	New
1347	MMG Monetary Management Group St Louis, Missouri	$51K	$0	2	0.02%	Maintained
1348	DAM Delta Asset Management Memphis, Tennessee	$50K	$0	2	0.01%	Maintained
1349	PCTC Perkins Coie Trust Company Seattle, Washington	$50K	$0	2	0.02%	Maintained
1350	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$47K	$0	1	0.03%	Maintained