← 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	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$39K	-$935	1	0.02%	Reduced
1552	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$38.6K	-$272K	1	0.02%	Reduced
1553	RIA Regal Investment Advisors Kentwood, Michigan	$38.4K	-$832	1	0%	Reduced
1554	WWP WR Wealth Planners Columbia, Missouri	$38.1K	-$1.92K	4	0.01%	Reduced
1555	SAM S.A. Mason Holland, Michigan	$37.4K	$0	1	0.02%	Maintained
1556	CA Centerpoint Advisors Needham, Massachusetts	$37K	$0	2	0.01%	Maintained
1557	FCG Financial Connections Group Corte Madera, California	$37K	+$39.8K	1	0.02%	New
1558	MMG Monetary Management Group St Louis, Missouri	$36.8K	+$705	2	0.01%	Increased
1559	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$36.3K	+$654	11	0%	Increased
1560	Gradient Investments Arden Hills, Minnesota	$36.2K	-$992	3	0%	Reduced
1561	FRA Front Row Advisors Tiburon, California	$36.1K	-$2.83K	3	0.01%	Reduced
1562	PWMG Prestige Wealth Management Group Flemington, New Jersey	$35.3K	$0	7	0.01%	Maintained
1563	EBA Eagle Bay Advisors New York	$35.3K	+$1.8K	3	0.02%	Increased
1564	CIC Canal Insurance Company Greenville, South Carolina	$33K	$0	1	0.01%	Maintained
1565	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$32.5K	$0	4	0.01%	Maintained
1566	TFA Toth Financial Advisory Leesburg, Virginia	$32.5K	-$4.14K	2	0%	Reduced
1567	FNWA Financial Network Wealth Advisors Murray, Utah	$32K	+$34.1K	4	0.02%	New
1568	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$31.7K	-$17.3K	3	0.01%	Reduced
1569	ADL Asset Dedication LLC San Francisco, California	$31.7K	+$24.6K	6	0%	Increased
1570	ACA American Capital Advisory Ketchum, Idaho	$31.2K	-$743K	2	0.02%	Reduced
1571	LJHT Laurie J. Hall Trustee	$31K	$0	2	0.01%	Maintained
1572	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$31K	$0	4	0.01%	Maintained
1573	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$30.5K	$0	1	0.01%	Maintained
1574	SouthState Corp Winter Haven, Florida	$30.4K	-$20.2K	3	0%	Reduced
1575	OC Oakworth Capital Birmingham, Alabama	$30.3K	$0	5	0%	Maintained