← 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	NIC Northwest Investment Counselors Lake Oswego, Oregon	$43K	$0	2	0.01%	Maintained
1477	TFO Tarbox Family Office Newport Beach, California	$43K	-$18.3K	7	0.01%	Reduced
1478	HNWAG High Net Worth Advisory Group Naples, Florida	$40K	$0	1	0.01%	Maintained
1479	Bartlett & Co Cincinnati, Ohio	$37K	+$38.5K	3	0%	New
1480	FQ First Quadrant Glendale, California	$37K	-$911K	1	0.21%	Reduced
1481	PA PSI Advisors Tampa, Florida	$37K	-$61.3K	3	0.02%	Reduced
1482	Bartlett & Co Wealth Management Cincinnati, Ohio	$36.7K	+$38.5K	3	0%	New
1483	EWM Endurance Wealth Management Providence, Rhode Island	$36K	$0	2	0%	Maintained
1484	M1FG Mach-1 Financial Group Rogers, Arkansas	$36K	$0	1	0.02%	Maintained
1485	MAM McCarthy Asset Management Redwood Shores, California	$36K	+$30	3	0.03%	Increased
1486	MMG Monetary Management Group St Louis, Missouri	$34K	-$597	2	0.01%	Reduced
1487	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$34K	+$32.8K	1	0.03%	New
1488	BFG Baron Financial Group Fair Lawn, New Jersey	$32.3K	$0	1	0.02%	Maintained
1489	BWM BerganKDV Wealth Management Bloomington, Minnesota	$32K	$0	3	0%	Maintained
1490	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$32K	+$34.7K	1	0.03%	New
1491	CWP Concord Wealth Partners Abingdon, Virginia	$32K	-$38K	6	0.01%	Reduced
1492	Sageworth Trust Lancaster, Pennsylvania	$32K	-$2K	3	0%	Reduced
1493	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$31K	$0	1	0%	Maintained
1494	ECM Engine Capital Management New York	$30K	$0	1	0.01%	Maintained
1495	GCM Gables Capital Management Miami, Florida	$30K	+$7.82K	1	0.02%	Increased
1496	NOI Newton One Investments Newark, Delaware	$30K	+$31.3K	1	0.02%	New
1497	NSB Norway Savings Bank Portland, Maine	$30K	$0	1	0.01%	Maintained
1498	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$30K	+$30.7K	3	0.02%	New
1499	SC Seldon Capital San Francisco, California	$29K	$0	1	0.02%	Maintained
1500	ASBI American State Bank (Iowa) Sioux Center, Iowa	$26.9K	$0	2	0.02%	Maintained