← 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	AW ACG Wealth Atlanta, Georgia	$35K	+$42.5K	4	0.01%	New
1502	CYG Clean Yield Group Norwich, Vermont	$35K	+$39.5K	1	0.01%	New
1503	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$35K	+$28.2K	4	0.01%	Increased
1504	MMG Monetary Management Group St Louis, Missouri	$35K	+$574	2	0.01%	Increased
1505	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$34K	$0	1	0.03%	Maintained
1506	Chilton Capital Management Houston, Texas	$34K	+$36K	3	0%	New
1507	CFO CVA Family Office Denver, Colorado	$34K	-$13.6K	3	0.01%	Reduced
1508	QPBE Quintet Private Bank (Europe) Luxembourg	$32.3K	+$20.1K	1	0%	New
1509	BWM BerganKDV Wealth Management Bloomington, Minnesota	$32K	+$120	4	0%	Increased
1510	EWM Endurance Wealth Management Providence, Rhode Island	$31K	$0	2	0%	Maintained
1511	Sageworth Trust Lancaster, Pennsylvania	$31K	+$548	4	0%	Increased
1512	SouthState Corp Winter Haven, Florida	$31K	-$20.4K	3	0%	Reduced
1513	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$30K	+$34K	1	0.03%	New
1514	Benjamin Edwards Inc Clayton, Missouri	$29K	-$28.2K	2	0.01%	Reduced
1515	CB CNB Bank Clearfield, Pennsylvania	$29K	+$7.01K	3	0.02%	Increased
1516	CCA Column Capital Advisors Indianapolis, Indiana	$29K	+$8.21K	4	0.01%	Increased
1517	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$29K	-$2.86K	3	0.02%	Reduced
1518	PA PSI Advisors Tampa, Florida	$29K	-$7.75K	4	0.01%	Reduced
1519	UFF USA Financial Formulas Ada, Michigan	$29K	-$63K	1	0.04%	Reduced
1520	NOI Newton One Investments Newark, Delaware	$28K	$0	1	0.02%	Maintained
1521	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$28K	+$9.02K	6	0.01%	Increased
1522	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$28K	+$27.8K	1	0.04%	New
1523	TC Trust Company Manhattan, Kansas	$28K	$0	2	0.01%	Maintained
1524	ASBI American State Bank (Iowa) Sioux Center, Iowa	$27.8K	$0	2	0.02%	Maintained
1525	BONH Bank of New Hampshire Laconia, New Hampshire	$27K	+$15.8K	2	0.01%	Increased