← 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	ADIM Alpha DNA Investment Management Columbia, Maryland	$67K	+$8.46K	6	0.08%	Increased
1327	DAC Dividend Assets Capital Ridgeland, South Carolina	$66K	$0	2	0.01%	Maintained
1328	ACM Allred Capital Management Dallas, Texas	$64K	+$65.4K	3	0.03%	New
1329	DWA Dorsey Wright & Associates Pasadena, California	$64K	+$86.4K	3	0.75%	Increased
1330	DSC Duncker Streett & Co St. Louis, Missouri	$64K	$0	2	0.01%	Maintained
1331	SC Sierra Capital Miami, Florida	$63K	+$65.1K	1	0.01%	New
1332	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$61K	+$9.57K	2	0.04%	Increased
1333	GWS Glassman Wealth Services Vienna, Virginia	$61K	+$5.38K	8	0.01%	Increased
1334	KA Kercheville Advisors San Antonio, Texas	$59K	+$52.8K	1	0.03%	New
1335	MMG Monetary Management Group St Louis, Missouri	$59K	+$3.54K	2	0.02%	Increased
1336	TFO Tarbox Family Office Newport Beach, California	$58K	-$5.4K	6	0.01%	Reduced
1337	TLCM Twin Lakes Capital Management Redwood Shores, California	$58K	+$58.6K	3	0.04%	New
1338	ME McIlrath & Eck Arlington, Washington	$57K	+$32.4K	3	0.02%	Increased
1339	ZB Zions Bancorporation Salt Lake City, Utah	$57K	+$26.4K	6	0.01%	Increased
1340	TCTC Holdings Dallas, Texas	$56K	$0	1	0%	Maintained
1341	NIC Northwest Investment Counselors Lake Oswego, Oregon	$52K	+$52.5K	1	0.01%	New
1342	TFM TFC Financial Management Boston, Massachusetts	$52K	$0	3	0.02%	Maintained
1343	ADL Asset Dedication LLC San Francisco, California	$51K	$0	3	0.01%	Maintained
1344	DAM Delta Asset Management Memphis, Tennessee	$50K	$0	2	0.01%	Maintained
1345	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$48K	$0	3	0.01%	Maintained
1346	ONST Old North State Trust Greensboro, North Carolina	$48K	$0	2	0.04%	Maintained
1347	EIP Ellis Investment Partners Berwyn, Pennsylvania	$47K	+$354	1	0.01%	Increased
1348	LWA Lenox Wealth Advisors New York	$47K	-$9.62K	2	0.01%	Reduced
1349	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$46K	+$47.2K	1	0.03%	New
1350	CFO CVA Family Office Denver, Colorado	$44K	-$16.7K	4	0.02%	Reduced