← 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
1476	SG StoneX Group New York	$46.8K	-$267K	1	0%	Reduced
1477	PWM Peterson Wealth Management Sparks, Nevada	$46.4K	$0	2	0.02%	Maintained
1478	FA Fedenia Advisers Madison, Wisconsin	$46.3K	+$47.2K	3	0.01%	New
1479	GBT Grove Bank & Trust Miami, Florida	$45.5K	-$207	7	0%	Reduced
1480	CWM Copia Wealth Management Bend, Oregon	$44.9K	$0	1	0.03%	Maintained
1481	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$44.7K	-$740	6	0.01%	Reduced
1482	JCM J2 Capital Management Troy, Michigan	$43.8K	+$40.9K	1	0.03%	New
1483	CPG Cornerstone Planning Group Fairfield, New Jersey	$42.9K	+$6.39K	10	0.01%	Increased
1484	CIA Cape Investment Advisory Mcdonough, Georgia	$42.8K	+$42.6K	4	0.01%	New
1485	DSC Daytona Street Capital Saint Louis, Missouri	$42.8K	-$10.8K	1	0.03%	Reduced
1486	MIM MTM Investment Management Spartanburg, South Carolina	$42.7K	$0	4	0.01%	Maintained
1487	LC Lavaca Capital Houston, Texas	$41.6K	+$868	2	0%	Increased
1488	TCOV Trust Company of Vermont Brattleboro, Vermont	$41.3K	+$44.2K	4	0%	New
1489	SGFG Silver Grove Financial Group Orchard Park, New York	$41.3K	+$41.1K	8	0.02%	Increased
1490	CT Coastline Trust Providence, Rhode Island	$41.1K	$0	2	0%	Maintained
1491	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$41K	$0	1	0.01%	Maintained
1492	Salem Investment Counselors Winston Salem, North Carolina	$40.4K	-$640	6	0%	Reduced
1493	PWA Physician Wealth Advisors Midvale, Utah	$40.3K	+$11.2K	9	0%	Increased
1494	PK Pflug Koory Omaha, Nebraska	$40.2K	$0	3	0.02%	Maintained
1495	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$39.1K	$0	3	0.03%	Maintained
1496	CIEC Crédit Industriel et Commercial Paris France, France	$38.9K	-$11.1K	1	0%	Reduced
1497	MFP Meramec Financial Planners Saint Louis, Missouri	$38.7K	-$327	2	0.01%	Reduced
1498	TCOT Trust Company of Toledo Holland, Ohio	$38.5K	+$5.23K	3	0%	Increased
1499	BTD BankPlus Trust Department Jackson, Mississippi	$38K	+$498	2	0.01%	Increased
1500	KHCM Kettle Hill Capital Management New York	$37.9K	+$38.3K	1	0.01%	New