← 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
1426	IAS Insigneo Advisory Services Miami, Florida	$216K	+$5.57K	1	0.02%	Increased
1427	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$215K	-$1.73K	1	0.06%	Reduced
1428	CCM Chickasaw Capital Management Memphis, Tennessee	$215K	-$10.2K	1	0.01%	Reduced
1429	Waldron Private Wealth Bridgeville, Pennsylvania	$215K	-$77K	1	0.01%	Reduced
1430	PCP Proficio Capital Partners Newton, Massachusetts	$214K	-$1.17K	1	0.02%	Reduced
1431	Regions Financial Corp Birmingham, Alabama	$214K	-$15.6K	1	0%	Reduced
1432	CIAM Caitong International Asset Management Hong Kong	$212K	+$120K	12	0.16%	Increased
1433	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$212K	+$205K	1	0.09%	New
1434	IWA Invera Wealth Advisors Bend, Oregon	$211K	+$204K	1	0.14%	New
1435	VF Vista Finance Clayton, Missouri	$210K	-$69.9K	1	0.18%	Reduced
1436	KCM Kendall Capital Management Rockville, Maryland	$210K	$0	1	0.06%	Maintained
1437	Smithfield Trust Pittsburgh, Pennsylvania	$210K	-$4.89K	7	0.01%	Reduced
1438	SS Sunbelt Securities Houston, Texas	$210K	+$98.5K	6	0.02%	Increased
1439	FMTC Farmers & Merchants Trust Company Long Beach, California	$208K	-$14.7K	1	0.05%	Reduced
1440	HC Hara Capital Bellevue, Washington	$208K	$0	2	0.14%	Maintained
1441	SAM Secure Asset Management Troy, Michigan	$207K	-$1.6M	1	0.04%	Reduced
1442	Ashton Thomas Private Wealth Scottsdale, Arizona	$207K	-$781K	1	0.01%	Reduced
1443	Northeast Financial Consultants Westport, Connecticut	$207K	$0	1	0.01%	Maintained
1444	Procyon Advisors Shelton, Connecticut	$207K	-$19.3K	1	0.01%	Reduced
1445	CT Chicago Trust Grayslake, Illinois	$204K	$0	1	0.04%	Maintained
1446	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$204K	+$2.68K	1	0.04%	Increased
1447	AC Avestar Capital New York	$204K	-$65.1K	1	0.02%	Reduced
1448	CHP Cable Hill Partners Portland, Oregon	$201K	+$198K	1	0.02%	New
1449	AWM Accurate Wealth Management Wesley Chapel, Florida	$200K	-$4.02K	1	0.04%	Reduced
1450	FBT First Bank & Trust Brookings, South Dakota	$200K	-$362K	1	0.04%	Reduced