← 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	CAL Capital Advisors Ltd Shaker Heights, Ohio	$87K	+$3.75K	8	0.01%	Increased
1527	DSC Duncker Streett & Co St. Louis, Missouri	$86.7K	$0	2	0.02%	Maintained
1528	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$82.9K	+$85.2K	1	0.01%	New
1529	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$82.7K	$0	1	0.05%	Maintained
1530	PMFA Plante Moran Financial Advisors Southfield, Michigan	$82.6K	-$1.93K	4	0.01%	Reduced
1531	TC Truvestments Capital Sarasota, Florida	$81.5K	-$64.2K	3	0.02%	Reduced
1532	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$81.4K	+$1.89K	8	0.01%	Increased
1533	KSB Kennebec Savings Bank Augusta, Maine	$80K	$0	2	0.08%	Maintained
1534	HWM Hemington Wealth Management Falls Church, Virginia	$78K	+$15K	11	0.01%	Increased
1535	CFFP Center for Financial Planning Southfied, Michigan	$77.6K	$0	4	0.01%	Maintained
1536	PD Point72 (DIFC) Dubai, United Arab Emirates	$76.4K	-$6.53M	1	0%	Reduced
1537	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$74.7K	+$61.2K	3	0.01%	Increased
1538	WWM Wolff Wiese Magana Carslbad, California	$73.4K	+$516	3	0.05%	Increased
1539	PPA Pilgrim Partners Asia Singapore	$73.3K	-$18.1K	1	0.07%	Reduced
1540	CT Coastline Trust Providence, Rhode Island	$72.1K	$0	2	0.01%	Maintained
1541	IWM Inlight Wealth Management Atlanta, Georgia	$72K	+$70K	2	0.04%	New
1542	MCF Advisors Covington, Kentucky	$71.5K	-$6.37K	4	0.01%	Reduced
1543	Eastern Bank Boston, Massachusetts	$70.6K	+$17K	7	0%	Increased
1544	CFO CVA Family Office Denver, Colorado	$70.5K	-$25.3K	6	0.01%	Reduced
1545	RTC Riverview Trust Company Vancouver, Washington	$69.6K	-$67.1K	3	0.07%	Reduced
1546	CG Curat Global Springfield, New Hampshire	$66.8K	+$61.5K	2	0.08%	New
1547	MCM Massar Capital Management Stamford, Connecticut	$65.4K	+$126K	1	0.07%	New
1548	MCM MV Capital Management Bethesda, Maryland	$63.8K	-$12.5K	7	0.01%	Reduced
1549	LAM Lummis Asset Management Fort Worth, Texas	$63.5K	+$67K	2	0.04%	New
1550	RA Rise Advisors Rochester, New York	$63.4K	-$7.29K	5	0.03%	Reduced