← 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	HCM Highlander Capital Management Short Hills, New Jersey	$137K	$0	4	0.06%	Maintained
1477	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$137K	$0	2	0%	Maintained
1478	TFA Toth Financial Advisory Leesburg, Virginia	$136K	-$40.7K	3	0.02%	Reduced
1479	ECM Estabrook Capital Management New York	$133K	$0	2	0.02%	Maintained
1480	TD Ameritrade Investment Management Omaha, Nebraska	$132K	+$137K	1	0%	Increased
1481	Geneos Wealth Management Englewood, Colorado	$118K	+$8.78K	6	0.01%	Increased
1482	ODG O'Dell Group Cincinnati, Ohio	$117K	+$103K	1	0.03%	New
1483	SS Sunbelt Securities Houston, Texas	$111K	+$63.5K	3	0.02%	Increased
1484	AP Arlington Partners Birmingham, Alabama	$110K	-$15.9K	3	0.02%	Reduced
1485	Vanguard Capital Wealth Advisors Denver, Colorado	$108K	+$114K	1	0.1%	New
1486	TFA Transamerica Financial Advisors St. Petersburg, Florida	$106K	-$9.28K	2	0.01%	Reduced
1487	VCM Versant Capital Management Phoenix, Arizona	$104K	+$17.2K	13	0.03%	Increased
1488	Chilton Capital Management Houston, Texas	$103K	+$794	3	0.01%	Increased
1489	SWM Sugarloaf Wealth Management Duluth, Georgia	$102K	-$645	4	0.02%	Reduced
1490	PGAM Princeton Global Asset Management Princeton, New Jersey	$102K	$0	3	0.03%	Maintained
1491	HFM Hartford Financial Management Hartford, Connecticut	$101K	-$39.4K	2	0.02%	Reduced
1492	RTC Riverview Trust Company Vancouver, Washington	$101K	+$14.4K	6	0.09%	Increased
1493	AAG Armstrong Advisory Group Needham, Massachusetts	$98.9K	+$9.15K	4	0.01%	Increased
1494	AW Avion Wealth The Woodlands, Texas	$95K	+$72.5K	4	0.02%	Increased
1495	BCM Basso Capital Management Stamford, Connecticut	$94.2K	+$101K	1	0.1%	New
1496	CT Colonial Trust Spartanburg, South Carolina	$92.4K	-$105K	3	0.02%	Reduced
1497	Farther Finance Advisors San Francisco, California	$92.1K	+$14.7K	14	0.02%	Increased
1498	BWA BDO Wealth Advisors Jacksonville, Florida	$92K	+$15.4K	6	0.01%	Increased
1499	SSG Summit Securities Group New York	$92K	-$46.7K	4	0.01%	Reduced
1500	JFA JNBA Financial Advisors Bloomington, Minnesota	$92K	+$74.7K	3	0.01%	Increased