← 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	Ninety One Cape Town, South Africa	$51.3K	-$430K	1	0%	Reduced
1502	WSFG Wall Street Financial Group Carlinville, Illinois	$49.2K	+$54.7K	2	0.03%	New
1503	M MOTCO San Antonio, Texas	$48.9K	-$15.4K	3	0%	Reduced
1504	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$48.5K	-$454	6	0.01%	Reduced
1505	Edmond de Rothschild Holding Chambesy, Switzerland	$48.5K	-$46.7K	2	0%	Reduced
1506	MIM MTM Investment Management Spartanburg, South Carolina	$47.3K	$0	4	0.01%	Maintained
1507	BG Bollard Group Boston, Massachusetts	$47K	-$5.6K	1	0%	Reduced
1508	Ikarian Capital Dallas, Texas	$46.4K	$0	1	0%	Maintained
1509	University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$45.3K	+$40K	1	0.01%	New
1510	Lavaca Capital Houston, Texas	$45.1K	+$1.92K	2	0.01%	Increased
1511	Grove Bank & Trust Miami, Florida	$44.9K	-$11K	7	0.01%	Reduced
1512	BGAI Bruce G. Allen Investments Denver, Colorado	$44.9K	-$13.3K	5	0.03%	Reduced
1513	KAS Kemnay Advisory Services New York	$43.5K	+$20K	2	0.01%	Increased
1514	CAM Costello Asset Management Feasterville, Pennsylvania	$43.3K	-$3.69K	4	0.02%	Reduced
1515	LAM Lummis Asset Management Fort Worth, Texas	$43.3K	+$26.5K	2	0.03%	Increased
1516	Crédit Industriel et Commercial Paris France, France	$43.2K	+$28.3K	1	0%	Increased
1517	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$43.2K	+$46.5K	9	0.04%	Increased
1518	BTD BankPlus Trust Department Jackson, Mississippi	$43.1K	-$3.67K	1	0.01%	Reduced
1519	Waldron Private Wealth Bridgeville, Pennsylvania	$42.6K	$0	1	0%	Maintained
1520	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$41.1K	$0	3	0.03%	Maintained
1521	Colonial Trust Spartanburg, South Carolina	$40.6K	-$3.35K	5	0.01%	Reduced
1522	PK Pflug Koory Omaha, Nebraska	$40.6K	-$2.95K	3	0.02%	Reduced
1523	JTBR James T. Borello RIA East Dundee, Illinois	$39.5K	+$15.7K	4	0.01%	Increased
1524	SHP Wealth Management Plymouth, Massachusetts	$38.4K	+$14.1K	10	0%	Increased
1525	AG AmeriFlex Group Las Vegas, Nevada	$38.2K	+$1.88K	6	0.02%	Increased