← 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	CSC Caldwell Sutter Capital Sausalito, California	$44.4K	-$3.09K	3	0.02%	Reduced
1502	Ameritas Advisory Services Lincoln, Nebraska	$43.8K	-$157K	4	0%	Reduced
1503	PWA Physician Wealth Advisors Midvale, Utah	$41.7K	+$18.6K	6	0.01%	Increased
1504	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$41.6K	-$58.1K	1	0%	Reduced
1505	FFO Fortitude Family Office Scottsdale, Arizona	$40.9K	-$533	10	0.01%	Reduced
1506	TCOT Trust Company of Toledo Holland, Ohio	$40.3K	-$8.99K	3	0%	Reduced
1507	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$39.9K	-$1.97M	2	0%	Reduced
1508	SMA Sage Mountain Advisors Atlanta, Georgia	$39.3K	+$35K	1	0%	New
1509	Salem Investment Counselors Winston Salem, North Carolina	$38.3K	-$2.14M	5	0%	Reduced
1510	IAS IMA Advisory Services Denver, Colorado	$38K	+$13K	1	0%	Increased
1511	BI Binnacle Investments Urbandale, Iowa	$38K	+$13.7K	5	0.02%	Increased
1512	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$37.5K	+$37.7K	4	0%	New
1513	CT Coastline Trust Providence, Rhode Island	$37.4K	$0	2	0%	Maintained
1514	PA Pineridge Advisors St. Charles, Missouri	$37K	-$57.7K	1	0.01%	Reduced
1515	AG AmeriFlex Group Las Vegas, Nevada	$36K	-$103K	3	0.01%	Reduced
1516	MMG Monetary Management Group St Louis, Missouri	$35.9K	$0	1	0.01%	Maintained
1517	CAM Clarity Asset Management Ames, Iowa	$35.8K	-$719	1	0.02%	Reduced
1518	PPC Park Place Capital Homewood, Alabama	$35.6K	-$3.79K	1	0.01%	Reduced
1519	SA Seneschal Advisors Tacoma, Washington	$35.3K	+$32.9K	3	0.03%	New
1520	RS Rakuten Securities Tokyo, Japan	$34.5K	+$20.5K	5	0.01%	Increased
1521	CT Colonial Trust Spartanburg, South Carolina	$32.5K	+$1.53K	4	0%	Increased
1522	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$31.5K	-$17.5K	8	0%	Reduced
1523	CWP Concord Wealth Partners Abingdon, Virginia	$30.6K	-$189	3	0%	Reduced
1524	RF Rossby Financial Melbourne, Florida	$30.4K	+$383	2	0.01%	Increased
1525	OC Oakworth Capital Birmingham, Alabama	$30.2K	-$1.88K	4	0%	Reduced