← 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
1376	KP Keel Point Huntsville, Alabama	$143K	+$133K	1	0.01%	New
1377	LWM LeConte Wealth Management Maryville, Tennessee	$141K	+$132K	1	0.08%	New
1378	WC Westhampton Capital Winston-Salem, North Carolina	$141K	-$88K	1	0.06%	Reduced
1379	SFC SYM Financial Corp Winona Lake, Indiana	$140K	+$145K	1	0.01%	New
1380	Mount Yale Investment Advisors Denver, Colorado	$138K	-$295K	1	0%	Reduced
1381	Vestmark Advisory Solutions Wakefield, Massachusetts	$138K	-$753K	1	0%	Reduced
1382	CIM CIM Investment Management Pittsburgh, Pennsylvania	$137K	+$128K	1	0.03%	New
1383	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$137K	-$80.8K	1	0.01%	Reduced
1384	CPWM Cypress Point Wealth Management Dallas, Texas	$137K	+$127K	1	0.03%	New
1385	KAS KPP Advisory Services Louisville, Kentucky	$136K	-$14	1	0.02%	Reduced
1386	WP Waycross Partners Louisville, Kentucky	$136K	$0	1	0.01%	Maintained
1387	CAM Cacti Asset Management Atlanta, Georgia	$136K	$0	1	0.01%	Maintained
1388	NL NKCFO LLC Geneva, Illinois	$135K	+$20.9K	1	0.04%	Increased
1389	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$135K	$0	1	0.03%	Maintained
1390	TCM Triumph Capital Management Denver, Colorado	$132K	+$20.5K	7	0.02%	Increased
1391	WN Williams & Novak Westlake Village, California	$131K	-$60.6K	1	0.09%	Reduced
1392	TA Teton Advisors Rye, New York	$129K	$0	1	0.07%	Maintained
1393	Smithfield Trust Pittsburgh, Pennsylvania	$129K	-$50.5K	6	0.01%	Reduced
1394	KFAS Keating Financial Advisory Services Manhattan, Kansas	$128K	-$22.6K	10	0.02%	Reduced
1395	NFSG Newbridge Financial Services Group Boca Raton, Florida	$128K	+$37.8K	4	0.02%	Increased
1396	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$125K	$0	2	0.01%	Maintained
1397	Y.D. More Investments Ramat Gan, Israel	$124K	+$4.61K	1	0%	Increased
1398	SL Salomon & Ludwin Richmond, Virginia	$124K	-$5.55K	7	0.01%	Reduced
1399	Cassaday & Co Wealth Management Mclean, Virginia	$123K	-$431	6	0%	Reduced
1400	IFG Advisory Atlanta, Georgia	$122K	+$117K	9	0%	Increased