← 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
NWM
NEIRG Wealth Management
Massachusetts
$63.2K +$66.6K 1 0.01% New
1527
BLC
Brown, Lisle/Cummings
Rhode Island
$63K $0 2 0.03% Maintained
1528
Close Asset Management
Close Asset Management
United Kingdom
$63K -$63.2K 1 0% Reduced
1529
CMP
Coston McIsaac & Partners
Maine
$63K $0 4 0.02% Maintained
1530
CVA Family Office
CVA Family Office
Colorado
$60.1K +$8.92K 3 0.01% Increased
1531
SC
Stephens Consulting
Michigan
$59.5K -$4.53K 2 0.02% Reduced
1532
PWMA
Pension & Wealth Management Advisors
Massachusetts
$58.6K +$14.6K 1 0.04% Increased
1533
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$58.1K -$796 4 0.01% Reduced
1534
CWM
CarsonAllaria Wealth Management
Illinois
$57.8K +$7.29K 3 0.05% Increased
1535
AFS
Annapolis Financial Services
Maryland
$57.6K +$1.78K 2 0.02% Increased
1536
Oakworth Capital
Oakworth Capital
Alabama
$57.5K -$5.88K 4 0% Reduced
1537
MSFP
Mark Sheptoff Financial Planning
Connecticut
$57K $0 2 0.03% Maintained
1538
AIM
Arcadia Investment Management
Michigan
$53.2K -$61K 2 0.01% Reduced
1539
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.6K +$19.4K 5 0% Increased
1540
Caldwell Trust
Caldwell Trust
Florida
$52.5K -$4.27K 4 0.01% Reduced
1541
CSC
Caldwell Sutter Capital
California
$50.8K +$44K 3 0.03% Increased
1542
Kistler-Tiffany Companies
Kistler-Tiffany Companies
Pennsylvania
$49.9K +$30.7K 3 0.01% Increased
1543
EBA
Eagle Bay Advisors
New York
$49.4K -$26.1K 3 0.03% Reduced
1544
Westside Investment Management
Westside Investment Management
California
$48.3K $0 2 0.01% Maintained
1545
CAC
Core Alternative Capital
Georgia
$48.3K +$8.76K 3 0.01% Increased
1546
WWP
WR Wealth Planners
Missouri
$47.8K +$4.9K 2 0.02% Increased
1547
SF
Safeguard Financial
Wisconsin
$47K +$45.8K 1 0.02% New
1548
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$45.7K +$23K 2 0.01% Increased
1549
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.5K $0 6 0.01% Maintained
1550
CA
Centerpoint Advisors
Massachusetts
$45K +$10.8K 2 0.02% Increased