← 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	OWA Opal Wealth Advisors Jericho, New York	$57.5K	+$50.6K	6	0.02%	Increased
1527	AS AM Squared Hong Kong	$57.4K	-$40.6K	1	0.15%	Reduced
1528	TLCM Twin Lakes Capital Management Redwood Shores, California	$56.9K	+$120	3	0.04%	Increased
1529	CAM Clarity Asset Management Ames, Iowa	$56.9K	+$4.71K	1	0.04%	Increased
1530	LB Legacy Bridge West Des Moines, Iowa	$56.8K	-$54	1	0.03%	Reduced
1531	WIM Westside Investment Management Santa Monica, California	$56.6K	$0	3	0.01%	Maintained
1532	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$54.9K	+$65.8K	1	0.01%	New
1533	CMP Coston McIsaac & Partners Bar Harbor, Maine	$54K	$0	5	0.02%	Maintained
1534	CWP Concord Wealth Partners Abingdon, Virginia	$52.6K	+$212	5	0.01%	Increased
1535	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$52.5K	+$541	1	0.03%	Increased
1536	PAM Paradigm Asset Management New York	$50.8K	$0	3	0.01%	Maintained
1537	MFS McNamara Financial Services Marshfield, Massachusetts	$50.5K	$0	1	0.01%	Maintained
1538	CSC Caldwell Sutter Capital Sausalito, California	$50.3K	-$1.13K	5	0.03%	Reduced
1539	IR IAT Reinsurance New York	$50K	+$48.6K	1	0.01%	New
1540	Accredited Investors Edina, Minnesota	$49.9K	+$23K	1	0%	Increased
1541	W WealthCollab Bellevue, Washington	$48K	-$4.59K	5	0.03%	Reduced
1542	CA Continuum Advisory Eagle, Idaho	$46.6K	-$7.64K	6	0.01%	Reduced
1543	SC Stephens Consulting Flint, Michigan	$46.2K	$0	2	0.01%	Maintained
1544	AFS Annapolis Financial Services Annapolis, Maryland	$44.4K	$0	1	0.01%	Maintained
1545	CT Colonial Trust Spartanburg, South Carolina	$44.1K	-$3.57K	3	0.01%	Reduced
1546	CT Caldwell Trust Venice, Florida	$43.5K	-$146	5	0%	Reduced
1547	CC Cypress Capital Franklin, Tennessee	$42.5K	+$45.1K	3	0.01%	New
1548	IWA IBEX Wealth Advisors Bedminster, New Jersey	$41.6K	+$41.3K	1	0.01%	New
1549	Capital Analysts LLC Fort Washington, Pennsylvania	$40K	-$1.27K	3	0%	Reduced
1550	PWMG Private Wealth Management Group Princeton, New Jersey	$39.6K	+$3.47K	9	0.02%	Increased