← 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
1501	MHR Matthew Hamilton Rosenberg	$37.8K	-$44.5K	3	0.01%	Reduced
1502	HWP Highline Wealth Partners Sherman Oaks, California	$37.6K	+$24.7K	8	0.01%	Increased
1503	CBA Coastal Bridge Advisors Westport, Connecticut	$37.2K	+$37.6K	1	0%	New
1504	GA GFS Advisors Houston, Texas	$37.2K	$0	1	0%	Maintained
1505	Laurion Capital Management New York	$36.7K	+$61.4K	1	0%	New
1506	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$36.5K	-$2.18M	1	0%	Reduced
1507	AG AmeriFlex Group Las Vegas, Nevada	$36.2K	-$1.29K	7	0.01%	Reduced
1508	HFS Hughes Financial Services Herndon, Virginia	$36.1K	-$254	7	0%	Reduced
1509	Sculptor Capital New York	$36K	+$32.4K	1	0%	New
1510	SA Seneschal Advisors Tacoma, Washington	$35.4K	-$40	4	0.02%	Reduced
1511	APFP Action Point Financial Planning Grand Rapids, Michigan	$35.4K	+$36K	10	0%	New
1512	SMA Sage Mountain Advisors Atlanta, Georgia	$35.3K	$0	1	0%	Maintained
1513	IAS IMA Advisory Services Denver, Colorado	$35.3K	+$7.54K	3	0%	Increased
1514	MMG Monetary Management Group St Louis, Missouri	$34.8K	+$971	1	0.01%	Increased
1515	CT Clearstead Trust Portland, Maine	$34.1K	+$12K	3	0%	Increased
1516	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$33.7K	+$962	3	0.01%	Increased
1517	AWM Activest Wealth Management Aventure, Florida	$33.6K	+$8.02K	6	0.01%	Increased
1518	SWM SHP Wealth Management Plymouth, Massachusetts	$33.4K	-$2.69K	9	0%	Reduced
1519	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$32.4K	+$2.52K	8	0%	Increased
1520	DCM Davis Capital Management Jacksonville, Florida	$30.9K	+$30.7K	7	0.02%	Increased
1521	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$30.2K	-$6.29K	3	0%	Reduced
1522	WA WPG Advisers Baltimore, Maryland	$30.2K	+$4.69K	9	0.02%	Increased
1523	MEG Millstone Evans Group Boulder, Colorado	$29.6K	+$6.99K	5	0.02%	Increased
1524	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$29.3K	+$410	1	0.01%	Increased
1525	Vanguard National Trust Malvern, Pennsylvania	$29K	$0	1	0%	Maintained