← 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	JIR James Investment Research Alpha, Ohio	$55K	-$59.7K	4	0.01%	Reduced
1552	SS Sunbelt Securities Houston, Texas	$53.1K	+$53.1K	5	0.01%	New
1553	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$51.2K	$0	2	0.03%	Maintained
1554	SC Stephens Consulting Flint, Michigan	$50.8K	$0	4	0.03%	Maintained
1555	Laurion Capital Management New York	$50.4K	+$53.4K	1	0%	New
1556	MMG Monetary Management Group St Louis, Missouri	$50.3K	+$6.98K	2	0.01%	Increased
1557	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$50.2K	-$1.15K	1	0.04%	Reduced
1558	AFS Annapolis Financial Services Annapolis, Maryland	$49.5K	$0	1	0.02%	Maintained
1559	CFO CVA Family Office Denver, Colorado	$49.4K	-$1.08K	3	0.01%	Reduced
1560	WIM Westside Investment Management Santa Monica, California	$48.5K	-$227	2	0.01%	Reduced
1561	WWP WR Wealth Planners Columbia, Missouri	$48.3K	+$46.3K	2	0.02%	Increased
1562	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$48K	-$40	6	0.01%	Reduced
1563	Bartlett & Co Wealth Management Cincinnati, Ohio	$47.2K	-$15.4K	4	0%	Reduced
1564	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$47.1K	$0	1	0.04%	Maintained
1565	Bartlett & Co Cincinnati, Ohio	$47K	-$15.4K	4	0%	Reduced
1566	DAM Delta Asset Management Memphis, Tennessee	$46.4K	-$1.05K	3	0%	Reduced
1567	MWC MBM Wealth Consultants Chesterfield, Missouri	$45K	-$3K	1	0.02%	Reduced
1568	SouthState Corp Winter Haven, Florida	$44.4K	-$17K	3	0%	Reduced
1569	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$44.3K	-$117K	1	0%	Reduced
1570	IFS Intelligent Financial Strategies Excelsior, Minnesota	$43.8K	$0	1	0.03%	Maintained
1571	CAC Core Alternative Capital Peachtree Corners, Georgia	$43.6K	+$34.3K	5	0.01%	Increased
1572	Marex Group London,	$43.4K	-$25.4K	1	0.01%	Reduced
1573	BFPW BOK Financial Private Wealth Denver, Colorado	$43K	$0	2	0%	Maintained
1574	AA AlphaMark Advisors Ft. Wright, Kentucky	$43K	+$16.8K	1	0.02%	Increased
1575	SM Sabby Management Miami Beach, Florida	$42.7K	-$29.7K	1	0.04%	Reduced