← 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	DAC Dividend Assets Capital Ridgeland, South Carolina	$58K	$0	2	0.01%	Maintained
1477	JEST JTC Employer Solutions Trustee St Helier, Jersey	$58K	$0	1	0.01%	Maintained
1478	SouthState Corp Winter Haven, Florida	$57K	+$10.9K	2	0%	Increased
1479	TCM Tradewinds Capital Management Bellingham, Washington	$55K	$0	2	0.01%	Maintained
1480	FPB First PREMIER Bank Sioux Falls, South Dakota	$52K	+$23K	2	0.01%	Increased
1481	IFS Intelligent Financial Strategies Excelsior, Minnesota	$52K	+$51.9K	1	0.05%	New
1482	EIP Ellis Investment Partners Berwyn, Pennsylvania	$51K	-$22.6K	1	0.01%	Reduced
1483	MW Milestone Wealth Buffalo, New York	$51K	+$48.6K	1	0.04%	New
1484	FIA FNY Investment Advisers New York	$49K	-$1.72M	1	0.03%	Reduced
1485	WBC West Branch Capital Amherst, Massachusetts	$49K	$0	2	0.02%	Maintained
1486	TCWM Total Clarity Wealth Management St. Charles, Illinois	$46K	+$943	3	0.02%	Increased
1487	CFO CVA Family Office Denver, Colorado	$45K	-$4.17K	2	0.01%	Reduced
1488	NIC Northwest Investment Counselors Lake Oswego, Oregon	$45K	+$41.7K	2	0.01%	New
1489	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$43K	+$44.6K	4	0.01%	New
1490	FRA Front Row Advisors Tiburon, California	$41K	+$14.5K	4	0.02%	Increased
1491	HNWAG High Net Worth Advisory Group Naples, Florida	$41K	+$39.3K	1	0.01%	New
1492	MAM McCarthy Asset Management Redwood Shores, California	$41K	+$44	3	0.03%	Increased
1493	AP Atwood & Palmer Kansas City, Missouri	$39K	+$1.54K	2	0%	Increased
1494	EWM Endurance Wealth Management Providence, Rhode Island	$38K	$0	2	0%	Maintained
1495	M1FG Mach-1 Financial Group Rogers, Arkansas	$38K	+$34.7K	1	0.02%	New
1496	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$37K	-$60K	4	0.01%	Reduced
1497	DAM Delta Asset Management Memphis, Tennessee	$36K	$0	2	0%	Maintained
1498	AIL AGF Investments LLC Toronto, Ontario, Canada	$35K	-$523K	1	0%	Reduced
1499	MMG Monetary Management Group St Louis, Missouri	$35K	-$22.2K	2	0.01%	Reduced
1500	ONST Old North State Trust Greensboro, North Carolina	$35K	-$7.21K	2	0.03%	Reduced