← 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	NCFG New Century Financial Group Princeton, New Jersey	$235K	+$6.27K	1	0.09%	Increased
1377	CT Chicago Trust Grayslake, Illinois	$234K	+$215K	1	0.04%	New
1378	JCM Jag Capital Management St Louis, Missouri	$234K	+$2.94K	1	0.03%	Increased
1379	Sage Rhino Capital Menlo Park, California	$233K	+$210K	1	0.05%	New
1380	E Fund Management Guangzhou, China	$233K	+$213K	1	0.01%	New
1381	Gateway Wealth Partners Appleton, Wisconsin	$232K	+$191K	1	0.06%	New
1382	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$232K	+$4.25K	5	0.11%	Increased
1383	HCA Hyperion Capital Advisors New York	$230K	+$207K	1	0.11%	New
1384	CBT CoreFirst Bank & Trust Topeka, Kansas	$229K	+$221K	3	0.13%	New
1385	Holistic Planning Nacogdoches, Texas	$229K	+$215K	1	0.1%	New
1386	TIA Trust Investment Advisors Indianapolis, Indiana	$228K	+$206K	1	0.15%	New
1387	MHR Matthew Hamilton Rosenberg	$228K	$0	5	0.06%	Maintained
1388	Smithfield Trust Pittsburgh, Pennsylvania	$228K	+$8.49K	7	0.01%	Increased
1389	HC Hara Capital Bellevue, Washington	$227K	+$208K	2	0.14%	New
1390	Claret Asset Management Montreal, Quebec, Canada	$227K	+$204K	1	0.04%	New
1391	First Heartland Consultants Lake St. Louis, Missouri	$227K	+$214K	1	0.02%	New
1392	SWM Seed Wealth Management Evanston, Illinois	$227K	+$214K	1	0.18%	New
1393	Alaska Wealth Advisors Anchorage, Alaska	$227K	$0	1	0.03%	Maintained
1394	HBK Sorce Advisory Erie, Pennsylvania	$225K	-$125K	1	0.01%	Reduced
1395	Ironwood Investment Counsel Scottsdale, Arizona	$225K	+$206K	1	0.04%	New
1396	Versant Capital Management Phoenix, Arizona	$224K	+$27.7K	11	0.05%	Increased
1397	XML Financial Bethesda, Maryland	$224K	+$211K	1	0.02%	New
1398	One Capital Management Westlake Village, California	$223K	$0	1	0.01%	Maintained
1399	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$222K	+$203K	4	0.01%	Increased
1400	Alpha Omega Wealth Management Richmond, Virginia	$220K	+$10.3K	1	0.04%	Increased