← 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	CWP Concord Wealth Partners Abingdon, Virginia	$58.9K	+$659	5	0.01%	Increased
1527	NB NBT Bank Norwich, New York	$58.5K	+$53.3K	4	0%	Increased
1528	RCM Raleigh Capital Management Cary, North Carolina	$58.1K	-$922K	3	0.02%	Reduced
1529	PGAM Princeton Global Asset Management Princeton, New Jersey	$57.5K	-$33.6K	3	0.01%	Reduced
1530	Eastern Bank Boston, Massachusetts	$57.2K	+$55.9K	6	0%	New
1531	IR IAT Reinsurance New York	$56.4K	$0	1	0.01%	Maintained
1532	HWM Hemington Wealth Management Falls Church, Virginia	$56K	+$58.6K	11	0.02%	New
1533	IRC Investors Research Corp Atlanta, Georgia	$55.9K	-$5.4K	3	0.01%	Reduced
1534	CTA Colonial Trust Advisors Spartanburg, South Carolina	$53.8K	-$10.6K	4	0%	Reduced
1535	WBC West Branch Capital Amherst, Massachusetts	$53.5K	-$4.07K	4	0.02%	Reduced
1536	Belvedere Trading Chicago, Illinois	$53.3K	+$86.1K	2	0%	New
1537	SC Stephens Consulting Flint, Michigan	$52.9K	$0	2	0.01%	Maintained
1538	CSC Caldwell Sutter Capital Sausalito, California	$51.5K	+$424	5	0.02%	Increased
1539	CBA Coastal Bridge Advisors Westport, Connecticut	$51K	$0	1	0.01%	Maintained
1540	HCP Hexagon Capital Partners Rogers, Arkansas	$50K	+$19.2K	7	0.01%	Increased
1541	PAM Paradigm Asset Management New York	$49.8K	-$5.91K	3	0.01%	Reduced
1542	AFS Annapolis Financial Services Annapolis, Maryland	$49.6K	$0	1	0.01%	Maintained
1543	TPW Talon Private Wealth The Villages, Florida	$49.1K	+$44.9K	1	0.01%	New
1544	FF Friedenthal Financial Marlton, New Jersey	$48.8K	-$59.5K	1	0.03%	Reduced
1545	PS Planned Solutions Folsom, California	$48.8K	+$44.7K	1	0.02%	New
1546	TLCM Twin Lakes Capital Management Redwood Shores, California	$48.8K	-$18.7K	1	0.03%	Reduced
1547	Capital Analysts LLC Fort Washington, Pennsylvania	$46K	+$3.58K	3	0%	Increased
1548	SRCM Sage Rock Capital Management New York	$44.6K	-$69.6K	1	0.2%	Reduced
1549	DIP DT Investment Partners Chadds Ford, Pennsylvania	$44.1K	+$7.5K	3	0%	Increased
1550	CAM Clarity Asset Management Ames, Iowa	$43.9K	-$13.3K	1	0.03%	Reduced