← 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
1451	DWA Dorsey Wright & Associates Pasadena, California	$81K	+$11.4K	1	0.02%	Increased
1452	PGAM Princeton Global Asset Management Princeton, New Jersey	$80K	$0	2	0.02%	Maintained
1453	WWM Wolff Wiese Magana Carslbad, California	$79K	$0	1	0.05%	Maintained
1454	FMP Financial Management Professionals Austin, Texas	$78K	$0	2	0.02%	Maintained
1455	HFM Hartford Financial Management Hartford, Connecticut	$78K	$0	2	0.02%	Maintained
1456	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$77K	+$3.27K	1	0%	Increased
1457	KPCM Kings Point Capital Management Great Neck, New York	$74K	-$45.2K	2	0.01%	Reduced
1458	Lincoln National Corp Radnor, Pennsylvania	$74K	+$6.75K	1	0%	Increased
1459	BWA BDO Wealth Advisors Jacksonville, Florida	$73K	$0	5	0.01%	Maintained
1460	DSC Duncker Streett & Co St. Louis, Missouri	$72K	$0	2	0.01%	Maintained
1461	ZIG Zullo Investment Group Scranton, Pennsylvania	$71K	+$69.5K	3	0.04%	New
1462	SC Sierra Capital Miami, Florida	$70K	+$2.87K	3	0.01%	Increased
1463	CWP Concord Wealth Partners Abingdon, Virginia	$69K	+$25.7K	6	0.02%	Increased
1464	GWS Glassman Wealth Services Vienna, Virginia	$69K	-$4.64K	10	0.01%	Reduced
1465	TLCM Twin Lakes Capital Management Redwood Shores, California	$68K	+$98	3	0.04%	Increased
1466	VCM Versant Capital Management Phoenix, Arizona	$68K	-$9.45K	8	0.02%	Reduced
1467	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$67K	+$1.27K	3	0.03%	Increased
1468	LWA Lenox Wealth Advisors New York	$65K	+$5.01K	5	0.01%	Increased
1469	DWP Destiny Wealth Partners Tavares, Florida	$62K	+$58.6K	2	0.01%	Increased
1470	TFO Tarbox Family Office Newport Beach, California	$62K	+$1.3K	6	0.01%	Increased
1471	WPC White Pine Capital Bloomington, Minnesota	$62K	$0	1	0.02%	Maintained
1472	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$60K	$0	4	0.01%	Maintained
1473	LAS Lloyd Advisory Services Suwanee, Georgia	$60K	+$57.5K	1	0.03%	New
1474	CAL Capital Advisors Ltd Shaker Heights, Ohio	$59K	+$40.1K	4	0.01%	Increased
1475	Chilton Capital Management Houston, Texas	$59K	+$58K	5	0%	New