← 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	TCG Transcendent Capital Group Edmond, Oklahoma	$105K	+$22.2K	3	0.05%	Increased
1477	BGAI Bruce G. Allen Investments Denver, Colorado	$103K	+$641	7	0.08%	Increased
1478	SNB Security National Bank Omaha, Nebraska	$103K	-$456K	3	0.01%	Reduced
1479	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$101K	$0	1	0.06%	Maintained
1480	CFO CVA Family Office Denver, Colorado	$99.2K	+$29.5K	6	0.02%	Increased
1481	Maven Securities St Helier, Jersey	$98.3K	-$622K	1	0%	Reduced
1482	KSB Kennebec Savings Bank Augusta, Maine	$97.4K	+$94.8K	2	0.1%	New
1483	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$96.8K	+$98.7K	1	0.06%	New
1484	WI Wintrust Investments Chicago, Illinois	$96K	-$1,000K	2	0.07%	Reduced
1485	HWA HHM Wealth Advisors Chattanooga, Tennessee	$95.8K	+$13.7K	4	0.01%	Increased
1486	DSC Duncker Streett & Co St. Louis, Missouri	$95.4K	+$2.02K	3	0.02%	Increased
1487	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$94.8K	$0	1	0.05%	Maintained
1488	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$92.8K	$0	1	0.02%	Maintained
1489	SWM Sugarloaf Wealth Management Duluth, Georgia	$90.9K	$0	4	0.02%	Maintained
1490	UHC Union Heritage Capital Bloomfield Hills, Michigan	$89.8K	$0	1	0.03%	Maintained
1491	CAL Capital Advisors Ltd Shaker Heights, Ohio	$89K	-$3.96K	10	0.01%	Reduced
1492	MCM MV Capital Management Bethesda, Maryland	$87K	+$824	7	0.01%	Increased
1493	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$86.6K	$0	3	0.03%	Maintained
1494	TFA Transamerica Financial Advisors St. Petersburg, Florida	$86K	-$4.36K	2	0.01%	Reduced
1495	CFFP Center for Financial Planning Southfied, Michigan	$85.6K	$0	4	0.01%	Maintained
1496	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$84.7K	+$7.82K	1	0.06%	Increased
1497	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$82.3K	-$71.5K	3	0.01%	Reduced
1498	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$81.8K	-$38K	2	0.04%	Reduced
1499	MTIC Missouri Trust & Investment Company Springfield, Missouri	$81.1K	$0	2	0.03%	Maintained
1500	Parallax Volatility Advisers San Francisco, California	$81K	-$627K	1	0%	Reduced