← 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
1526	CA Centerpoint Advisors Needham, Massachusetts	$29K	+$7.46K	2	0.01%	Increased
1527	CAM Chesapeake Asset Management New York	$27.7K	-$91.8K	2	0.02%	Reduced
1528	SWP Strategic Wealth Partners Independence, Ohio	$27.3K	$0	2	0%	Maintained
1529	SC Stance Capital Boston, Massachusetts	$26.8K	+$27.8K	1	0.01%	New
1530	CT Colonial Trust Spartanburg, South Carolina	$26.2K	-$15.9K	3	0%	Reduced
1531	First Command Advisory Services Fort Worth, Texas	$26.1K	+$25K	4	0%	Increased
1532	Kayne Anderson Rudnick Investment Management Los Angeles, California	$25.4K	-$5.88K	3	0%	Reduced
1533	DV Trading Chicago, Illinois	$25.3K	-$207K	1	0%	Reduced
1534	RF Rossby Financial Melbourne, Florida	$25.3K	-$15.3K	6	0%	Reduced
1535	S Sachetta Lynnfield, Massachusetts	$25.2K	+$1.35K	5	0.01%	Increased
1536	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$24.2K	$0	2	0%	Maintained
1537	PWMG Prestige Wealth Management Group Flemington, New Jersey	$24K	+$2.46K	7	0%	Increased
1538	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$23.6K	-$72.4K	2	0%	Reduced
1539	WA Walsh & Associates Sarasota, Florida	$23.4K	$0	1	0.02%	Maintained
1540	M MOTCO San Antonio, Texas	$23.4K	-$26K	3	0%	Reduced
1541	GP Guardian Partners Toronto, Canada	$22.6K	+$22.4K	1	0%	New
1542	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$22.3K	+$20K	2	0.01%	New
1543	GFA Godfrey Financial Associates Glenmont, New York	$22.2K	+$607	6	0.02%	Increased
1544	AFG Albion Financial Group Salt Lake City, Utah	$21.7K	$0	2	0%	Maintained
1545	KG Kilter Group Rhinebeck, New York	$21.7K	+$6.09K	9	0.01%	Increased
1546	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$21.3K	-$3.73K	3	0%	Reduced
1547	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$20.8K	+$22.1K	2	0.01%	New
1548	FRA Front Row Advisors Tiburon, California	$20.8K	$0	3	0.01%	Maintained
1549	QWM Quaker Wealth Management Moorestown, New Jersey	$20.6K	-$557	4	0.01%	Reduced
1550	WA Westfuller Advisors New York	$20.6K	+$2.19K	3	0.01%	Increased