← 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	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$49.6K	+$2.13K	1	0.04%	Increased
1502	TLCM Twin Lakes Capital Management Redwood Shores, California	$48.5K	+$193	3	0.04%	Increased
1503	EBA Eagle Bay Advisors New York	$48.5K	+$6.11K	3	0.02%	Increased
1504	MCM MV Capital Management Bethesda, Maryland	$47.1K	+$19.1K	4	0.01%	Increased
1505	WWM Wolff Wiese Magana Carslbad, California	$46.8K	+$747	2	0.04%	Increased
1506	AIM Arcadia Investment Management Kalamazoo, Michigan	$46.3K	+$17.2K	2	0.01%	Increased
1507	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$45.5K	$0	6	0.01%	Maintained
1508	CMP Coston McIsaac & Partners Bar Harbor, Maine	$45K	$0	4	0.02%	Maintained
1509	SM Sabby Management Miami Beach, Florida	$44.9K	-$44.3K	1	0.03%	Reduced
1510	RA RiverPark Advisors New York	$43.9K	+$55.7K	1	0.04%	New
1511	OC Oakworth Capital Birmingham, Alabama	$43K	-$38	4	0%	Reduced
1512	BLC Brown, Lisle/Cummings Providence, Rhode Island	$43K	+$263	2	0.02%	Increased
1513	CT Caldwell Trust Venice, Florida	$41.6K	-$188	4	0.01%	Reduced
1514	CSC Caldwell Sutter Capital Sausalito, California	$41.4K	$0	3	0.02%	Maintained
1515	WWP WR Wealth Planners Columbia, Missouri	$39.4K	+$825	3	0.02%	Increased
1516	CAS Coppell Advisory Solutions Coppell, Texas	$39.1K	-$3.6K	3	0.01%	Reduced
1517	CT Cambridge Trust Cambridge, Massachusetts	$38.3K	-$14.6K	4	0%	Reduced
1518	CAC Core Alternative Capital Peachtree Corners, Georgia	$37.9K	$0	3	0.01%	Maintained
1519	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$37K	$0	2	0.01%	Maintained
1520	CA Centerpoint Advisors Needham, Massachusetts	$37K	$0	2	0.02%	Maintained
1521	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$36K	-$3.77K	5	0%	Reduced
1522	AWA Authentikos Wealth Advisory Morgan Hill, California	$35.5K	+$39.8K	4	0.03%	New
1523	FRA Front Row Advisors Tiburon, California	$35.2K	$0	4	0.02%	Maintained
1524	MMG Monetary Management Group St Louis, Missouri	$35.1K	$0	2	0.01%	Maintained
1525	Legacy Financial Group (Iowa) Des Moines, Iowa	$35.1K	+$32.1K	3	0.01%	New