← 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
1551	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$45.5K	+$23.1K	6	0.02%	Increased
1552	DAM Delta Asset Management Memphis, Tennessee	$45.3K	+$43.2K	3	0.01%	New
1553	NFSG Newbridge Financial Services Group Boca Raton, Florida	$43.9K	+$2.21K	4	0.03%	Increased
1554	FPB First PREMIER Bank Sioux Falls, South Dakota	$42K	$0	3	0.01%	Maintained
1555	IFS Intelligent Financial Strategies Excelsior, Minnesota	$41.6K	$0	1	0.04%	Maintained
1556	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$40.1K	-$5.35K	12	0%	Reduced
1557	CA Centerpoint Advisors Needham, Massachusetts	$40K	+$426	2	0.02%	Increased
1558	RCC Red Cedar Capital Omaha, Nebraska	$40K	-$1.55M	1	0.03%	Reduced
1559	PWMG Prestige Wealth Management Group Flemington, New Jersey	$39.6K	+$1.02K	8	0.01%	Increased
1560	CAS Coppell Advisory Solutions Coppell, Texas	$39.1K	+$36.7K	3	0.01%	New
1561	CASC Coppell Advisory Solutions Corp Coppell, Texas	$39.1K	+$36.7K	3	0.01%	New
1562	FRA Front Row Advisors Tiburon, California	$39K	$0	5	0.02%	Maintained
1563	AFS Annapolis Financial Services Annapolis, Maryland	$38K	$0	1	0.01%	Maintained
1564	BFPW BOK Financial Private Wealth Denver, Colorado	$37.6K	-$122K	2	0%	Reduced
1565	KFI Key Financial Inc West Chester, Pennsylvania	$37.5K	$0	5	0.02%	Maintained
1566	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$35K	$0	1	0.03%	Maintained
1567	JEST JTC Employer Solutions Trustee St Helier, Jersey	$35K	+$3.42K	2	0%	Increased
1568	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$34.2K	$0	3	0.02%	Maintained
1569	ONST Old North State Trust Greensboro, North Carolina	$34K	-$641	3	0.02%	Reduced
1570	CWM Compass Wealth Management Guilford, Connecticut	$33.2K	+$36.2K	2	0.01%	New
1571	Sageworth Trust Lancaster, Pennsylvania	$33K	$0	4	0%	Maintained
1572	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$32K	+$30.7K	4	0.01%	New
1573	ASBI American State Bank (Iowa) Sioux Center, Iowa	$31.8K	$0	2	0.02%	Maintained
1574	NOI Newton One Investments Newark, Delaware	$31.7K	$0	1	0.02%	Maintained
1575	ACP Arcus Capital Partners Atlanta, Georgia	$31.6K	+$30.1K	2	0.01%	New