← 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
1401	AIM Anchor Investment Management Columbia, South Carolina	$232K	-$9.01K	4	0.03%	Reduced
1402	GCMG Gyroscope Capital Management Group Naples, Florida	$231K	$0	1	0.06%	Maintained
1403	SIG Sargent Investment Group Bethesda, Maryland	$228K	-$6.54K	1	0.06%	Reduced
1404	Arkadios Wealth Advisors Atlanta, Georgia	$228K	+$198K	1	0.03%	New
1405	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$228K	-$6.62K	1	0.12%	Reduced
1406	Thompson Siegel & Walmsley Richmond, Virginia	$228K	-$35.1K	1	0%	Reduced
1407	EM Excalibur Management Waltham, Massachusetts	$226K	+$223K	1	0.12%	New
1408	Callan Family Office Radnor, Pennsylvania	$226K	$0	1	0.05%	Maintained
1409	MAG MRA Advisory Group Parsippany, New Jersey	$226K	+$223K	1	0.16%	New
1410	SRSA S.R. Schill & Associates Mercer Island, Washington	$226K	$0	1	0.1%	Maintained
1411	HM Payson & Co Portland, Maine	$225K	-$76.7K	4	0.01%	Reduced
1412	TC Trust Company Manhattan, Kansas	$224K	-$3.26K	2	0.03%	Reduced
1413	One Capital Management Westlake Village, California	$223K	$0	1	0.01%	Maintained
1414	FC Fusion Capital Mt. Pleasant, South Carolina	$222K	+$240K	1	0.13%	New
1415	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$222K	-$8.51K	3	0.05%	Reduced
1416	MA MKT Advisors Escondido, California	$222K	$0	1	0.17%	Maintained
1417	CFD Creative Financial Designs Kokomo, Indiana	$222K	+$62.3K	7	0.03%	Increased
1418	WCA Westover Capital Advisors Wilmington, Delaware	$222K	-$440K	1	0.08%	Reduced
1419	CWM Cornerstone Wealth Management St. Peters, Missouri	$220K	+$217K	1	0.02%	New
1420	CIS Connors Investor Services Wyomissing, Pennsylvania	$219K	$0	1	0.03%	Maintained
1421	Cantor Fitzgerald New York	$219K	+$217K	1	0%	New
1422	HWA Heartwood Wealth Advisors Richmond, Virginia	$219K	$0	1	0.03%	Maintained
1423	CB Cadence Bank Tupelo, Mississippi	$219K	+$216K	1	0.02%	New
1424	TC Truvestments Capital Sarasota, Florida	$218K	-$220K	5	0.12%	Reduced
1425	DWMG DB Wealth Management Group San Diego, California	$217K	$0	2	0.14%	Maintained