← 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	NCFG New Century Financial Group Princeton, New Jersey	$214K	+$215K	1	0.09%	New
1402	MHR Matthew Hamilton Rosenberg	$214K	-$7.76K	5	0.06%	Reduced
1403	IC Innealta Capital Austin, Texas	$214K	+$240K	9	0.07%	New
1404	Sargent Investment Group Bethesda, Maryland	$214K	+$6.06K	1	0.04%	Increased
1405	GeoWealth Management Chicago, Illinois	$213K	+$221K	2	0.01%	Increased
1406	American Trust Lexington, Kentucky	$213K	-$60K	1	0.02%	Reduced
1407	Aaron Wealth Advisors Chicago, Illinois	$212K	+$224K	1	0.03%	New
1408	SA SL Advisors Westfield, New Jersey	$212K	-$16.3K	1	0.42%	Reduced
1409	FAG Fortitude Advisory Group Gig Harbor, Washington	$211K	+$7.82K	1	0.13%	Increased
1410	TC TradeLink Capital Chicago, Illinois	$211K	+$223K	1	0.61%	New
1411	PWP Phillips Wealth Planners Starkville, Mississippi	$210K	-$13.4K	1	0.22%	Reduced
1412	Kingswood Wealth Advisors San Diego, California	$210K	+$17.5K	1	0.02%	Increased
1413	JWM Janiczek Wealth Management Denver, Colorado	$210K	-$24.4K	6	0.04%	Reduced
1414	CWM Chicago Wealth Management Chicago, Illinois	$208K	$0	1	0.12%	Maintained
1415	DWM Dopkins Wealth Management Williamsville, New York	$208K	$0	1	0.13%	Maintained
1416	PAA Peregrine Asset Advisers Portland, Oregon	$208K	$0	1	0.08%	Maintained
1417	Shay Capital New York	$208K	-$2.7M	1	0.03%	Reduced
1418	Chesley Taft & Associates Chicago, Illinois	$208K	$0	1	0.01%	Maintained
1419	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$207K	$0	6	0.11%	Maintained
1420	Chilton Capital Management Houston, Texas	$207K	+$51.1K	5	0.01%	Increased
1421	MFWM Motley Fool Wealth Management Alexandria, Virginia	$206K	-$2.03K	1	0.01%	Reduced
1422	Fort Point Capital Partners San Francisco, California	$206K	$0	1	0.03%	Maintained
1423	SCM Stevens Capital Management Radnor, Pennsylvania	$206K	-$1.66M	1	0.07%	Reduced
1424	WealthPlan Investment Management Omaha, Nebraska	$205K	+$256	1	0.03%	Increased
1425	MA MBA Advisors Hermitage, Pennsylvania	$203K	$0	1	0.1%	Maintained