← 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	Marex Group London,	$63.1K	+$65.5K	1	0.01%	New
1527	Farther Finance Advisors San Francisco, California	$63K	+$63.8K	12	0.02%	New
1528	BLC Brown, Lisle/Cummings Providence, Rhode Island	$60.7K	+$519	2	0.03%	Increased
1529	WBC West Branch Capital Amherst, Massachusetts	$60.6K	$0	3	0.04%	Maintained
1530	OC Oakworth Capital Birmingham, Alabama	$60.5K	+$4.61K	4	0.01%	Increased
1531	DJSG D.J. St. Germain Springfield, Massachusetts	$60.5K	+$525K	3	0.02%	Increased
1532	CT Caldwell Trust Venice, Florida	$60.2K	-$112K	5	0.01%	Reduced
1533	Bartlett & Co Wealth Management Cincinnati, Ohio	$60.1K	-$14.2K	4	0%	Reduced
1534	Bartlett & Co Cincinnati, Ohio	$60K	-$14.2K	4	0%	Reduced
1535	FIA FNY Investment Advisers New York	$60K	+$39.3K	2	0.08%	Increased
1536	MWC MBM Wealth Consultants Chesterfield, Missouri	$60K	-$443K	2	0.03%	Reduced
1537	CMP Coston McIsaac & Partners Bar Harbor, Maine	$59K	$0	4	0.02%	Maintained
1538	AIM Arcadia Investment Management Kalamazoo, Michigan	$57.7K	-$193K	2	0.01%	Reduced
1539	BWM BerganKDV Wealth Management Bloomington, Minnesota	$56.3K	+$28.7K	5	0.01%	Increased
1540	Livforsakringsbolaget Skandia Stockholm, Sweden	$54.9K	$0	2	0.01%	Maintained
1541	Altshuler Shaham Tel Aviv, Israel	$54.2K	-$6.03K	2	0%	Reduced
1542	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$52.9K	+$49.5K	1	0.05%	New
1543	AWM Accurate Wealth Management Wesley Chapel, Florida	$52.8K	+$48.2K	6	0.02%	New
1544	HCP Hexagon Capital Partners Rogers, Arkansas	$52.1K	+$9.65K	5	0.02%	Increased
1545	WOSD WFA of San Diego San Diego, California	$52K	+$54.9K	1	0.04%	New
1546	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$49.2K	$0	2	0.03%	Maintained
1547	MMG Monetary Management Group St Louis, Missouri	$48.9K	$0	2	0.02%	Maintained
1548	HNWAG High Net Worth Advisory Group Naples, Florida	$46.4K	-$3K	1	0.02%	Reduced
1549	SC Sierra Capital Miami, Florida	$46K	$0	3	0.01%	Maintained
1550	CFO CVA Family Office Denver, Colorado	$45.8K	-$19.8K	3	0.01%	Reduced