← 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	M MOTCO San Antonio, Texas	$30.1K	+$28.4K	1	0%	New
1527	ME McIlrath & Eck Arlington, Washington	$30.1K	-$80.3K	3	0%	Reduced
1528	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$29.4K	-$78	2	0%	Reduced
1529	LAM Lummis Asset Management Fort Worth, Texas	$29K	-$28.9K	1	0.02%	Reduced
1530	PWMG Prestige Wealth Management Group Flemington, New Jersey	$28.2K	+$140	7	0.01%	Increased
1531	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$28.2K	+$14.3K	4	0.02%	Increased
1532	CIAS CBIZ Investment Advisory Services Independence, Ohio	$27.5K	-$11.8K	2	0%	Reduced
1533	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$27.5K	-$30.7K	1	0.01%	Reduced
1534	WOSD WFA of San Diego San Diego, California	$27.4K	$0	1	0.02%	Maintained
1535	WA WPG Advisers Baltimore, Maryland	$27.1K	+$2.44K	6	0.02%	Increased
1536	CWM Copia Wealth Management Bend, Oregon	$26.8K	$0	1	0.02%	Maintained
1537	IW Imprint Wealth Mount Pleasant, South Carolina	$26K	+$25.9K	2	0.08%	New
1538	MMCM Murphy & Mullick Capital Management Smithtown, New York	$25.5K	+$1.62K	2	0.02%	Increased
1539	Capital Analysts LLC Fort Washington, Pennsylvania	$25K	-$1.99K	2	0%	Reduced
1540	KFI Key Financial Inc West Chester, Pennsylvania	$24.9K	$0	4	0%	Maintained
1541	AAG Armstrong Advisory Group Needham, Massachusetts	$24.7K	-$11.7K	4	0%	Reduced
1542	AIM Anchor Investment Management Columbia, South Carolina	$23.8K	+$8.22K	3	0%	Increased
1543	BSB Bangor Savings Bank Bangor, Maine	$23.4K	+$20.3K	2	0%	Increased
1544	HAP Harbor Asset Planning Belmont, Massachusetts	$23.4K	$0	1	0.02%	Maintained
1545	EWP Elevation Wealth Partners Santa Rosa, California	$23.3K	+$10.3K	3	0.01%	Increased
1546	QWM Quaker Wealth Management Moorestown, New Jersey	$23.1K	-$97	2	0.01%	Reduced
1547	ACM Anfield Capital Management Irvine, California	$22.9K	-$399	4	0.01%	Reduced
1548	TIM Tortoise Investment Management White Plains, New York	$22.8K	-$407	4	0%	Reduced
1549	WBC West Branch Capital Amherst, Massachusetts	$22.7K	-$4.95K	2	0.01%	Reduced
1550	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$22.7K	+$546	1	0.02%	Increased