← 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
1351	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$159K	-$1.56K	3	0%	Reduced
1352	CWM Cornerstone Wealth Management St. Peters, Missouri	$158K	-$20.5K	1	0.01%	Reduced
1353	PWG Portside Wealth Group Provo, Utah	$158K	+$148K	1	0.02%	New
1354	BFC Bedel Financial Consulting Indianapolis, Indiana	$157K	-$224K	1	0.01%	Reduced
1355	NewEdge Wealth Pittsburgh, Pennsylvania	$157K	+$163K	1	0%	New
1356	CWMA Capstone Wealth Management (Alabama) Tuscaloosa, Alabama	$156K	+$162K	1	0.07%	New
1357	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$156K	+$162K	1	0.01%	New
1358	Valeo Financial Advisors Carmel, Indiana	$156K	+$162K	1	0%	New
1359	EWP Elevation Wealth Partners Santa Rosa, California	$155K	+$63.5K	8	0.05%	Increased
1360	AR Altar Rock New York	$155K	+$161K	1	0.23%	New
1361	CTA Chesley Taft & Associates Chicago, Illinois	$154K	-$11.3K	1	0.01%	Reduced
1362	SC Swan Capital Pensacola, Florida	$153K	$0	3	0.05%	Maintained
1363	BFA Bill Few Associates Pittsburgh, Pennsylvania	$153K	+$6.05K	1	0.03%	Increased
1364	CWG Cornerstone Wealth Group Huntersville, North Carolina	$152K	+$158K	1	0.01%	New
1365	KLCM KG&L Capital Management Saint Francisville, Louisiana	$151K	-$6.98K	1	0.09%	Reduced
1366	JWCA J.W. Cole Advisors Tampa, Florida	$147K	+$153K	1	0%	New
1367	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$147K	$0	3	0.04%	Maintained
1368	AMI Amica Mutual Insurance Providence, Rhode Island	$147K	+$137K	1	0.01%	New
1369	SI Sava Infond Maribor, Slovenia	$147K	+$132K	1	0.01%	New
1370	LFS Littlejohn Financial Services Roseburg, Oregon	$147K	+$160K	1	0.11%	New
1371	KRW Kaufman Rossin Wealth Miami, Florida	$145K	+$151K	1	0.07%	New
1372	CSC Caldwell Sutter Capital Sausalito, California	$145K	+$40.9K	4	0.05%	Increased
1373	ECM Estabrook Capital Management New York	$145K	-$1.57K	1	0.02%	Reduced
1374	CI Ceera Investments Bellaire, Texas	$144K	+$37.1K	1	0.06%	Increased
1375	Tocqueville Asset Management New York	$144K	-$342K	1	0%	Reduced