← 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	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$105K	+$35.4K	2	0.06%	Increased
1477	PWM Partnership Wealth Management Towson, Maryland	$105K	-$2.31M	2	0.08%	Reduced
1478	EWP Elevation Wealth Partners Santa Rosa, California	$104K	$0	2	0.05%	Maintained
1479	Y.D. More Investments Ramat Gan, Israel	$104K	+$110K	1	0.01%	New
1480	SM Sabby Management Miami Beach, Florida	$102K	+$117K	1	0.07%	New
1481	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$102K	$0	3	0.04%	Maintained
1482	HWA HHM Wealth Advisors Chattanooga, Tennessee	$98.3K	+$98.2K	2	0.01%	Increased
1483	AIM Arcadia Investment Management Kalamazoo, Michigan	$96.2K	-$30.3K	2	0.02%	Reduced
1484	FF Friedenthal Financial Marlton, New Jersey	$96.1K	+$98.8K	2	0.06%	New
1485	NFSG Newbridge Financial Services Group Boca Raton, Florida	$92.8K	-$55.2K	4	0.03%	Reduced
1486	CoreCap Advisors Southfield, Michigan	$90K	-$631K	4	0.01%	Reduced
1487	BGAI Bruce G. Allen Investments Denver, Colorado	$90K	+$293	5	0.08%	Increased
1488	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$89.2K	+$7.06K	1	0.05%	Increased
1489	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$88.1K	$0	1	0.06%	Maintained
1490	MTIC Missouri Trust & Investment Company Springfield, Missouri	$87.4K	$0	2	0.03%	Maintained
1491	UHC Union Heritage Capital Bloomfield Hills, Michigan	$86.4K	$0	1	0.03%	Maintained
1492	SWM Sugarloaf Wealth Management Duluth, Georgia	$85.8K	$0	4	0.02%	Maintained
1493	CB Chris Bulman Roseville, California	$84.6K	+$89.5K	1	0.06%	New
1494	PGAM Princeton Global Asset Management Princeton, New Jersey	$84.2K	+$1.97K	4	0.02%	Increased
1495	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$82.6K	-$19.5K	1	0.02%	Reduced
1496	TFA Transamerica Financial Advisors St. Petersburg, Florida	$79K	$0	2	0.01%	Maintained
1497	CAL Capital Advisors Ltd Shaker Heights, Ohio	$78K	+$9.38K	8	0.01%	Increased
1498	DSC Duncker Streett & Co St. Louis, Missouri	$77.7K	$0	2	0.01%	Maintained
1499	MCM MV Capital Management Bethesda, Maryland	$76.6K	+$4.79K	7	0.01%	Increased
1500	GCM Gladius Capital Management Chicago, Illinois	$75.2K	+$7.7K	1	0.01%	Increased