← 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	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$84.8K	+$29	2	0.05%	Increased
1527	NIC Northwest Investment Counselors Lake Oswego, Oregon	$84.6K	+$79.9K	3	0.02%	New
1528	TFA Transamerica Financial Advisors St. Petersburg, Florida	$84K	-$28.3K	2	0.01%	Reduced
1529	CG Cutler Group San Francisco, California	$80K	-$401K	4	0.03%	Reduced
1530	CBA Coastal Bridge Advisors Westport, Connecticut	$78.6K	$0	1	0.02%	Maintained
1531	LI LRI Investments Palm Beach Gardens, Florida	$78.6K	+$70.8K	4	0.02%	New
1532	WSCM Wellington Shields Capital Management New York	$78.5K	+$2.6K	2	0.01%	Increased
1533	MCM MV Capital Management Bethesda, Maryland	$78.3K	+$1.85K	5	0.01%	Increased
1534	CTA Colonial Trust Advisors Spartanburg, South Carolina	$78.1K	-$29.8K	7	0.01%	Reduced
1535	DSC Duncker Streett & Co St. Louis, Missouri	$78K	-$657	2	0.02%	Reduced
1536	AAG Armstrong Advisory Group Needham, Massachusetts	$75.9K	$0	5	0.01%	Maintained
1537	PBK Peoples Bank (Kansas) Pratt, Kansas	$75.4K	$0	2	0.06%	Maintained
1538	PCM Poehling Capital Management Madison, Wisconsin	$75.2K	-$617	1	0.02%	Reduced
1539	CJL Cyrus J. Lawrence New York	$75K	+$75.7K	1	0.02%	New
1540	SRCM Sage Rock Capital Management New York	$73.5K	$0	1	0.3%	Maintained
1541	TCG Transcendent Capital Group Edmond, Oklahoma	$73.3K	+$70.4K	2	0.04%	New
1542	CAL Capital Advisors Ltd Shaker Heights, Ohio	$73K	+$1.49K	9	0.01%	Increased
1543	CFFP Center for Financial Planning Southfied, Michigan	$71.2K	+$65.2K	5	0.01%	Increased
1544	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$70K	$0	2	0.04%	Maintained
1545	RA Rise Advisors Rochester, New York	$69K	+$60.1K	3	0.04%	Increased
1546	WBC West Branch Capital Amherst, Massachusetts	$69K	$0	4	0.03%	Maintained
1547	Buckingham Strategic Wealth Clayton, Missouri	$68.4K	+$124K	1	0%	New
1548	Benjamin Edwards Inc Clayton, Missouri	$68K	+$63.2K	3	0.01%	Increased
1549	CFO CVA Family Office Denver, Colorado	$67.8K	+$18.4K	4	0.01%	Increased
1550	BFPW BOK Financial Private Wealth Denver, Colorado	$67K	+$30K	3	0.01%	Increased