← 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	HNW High Note Wealth Deephaven, Minnesota	$62.3K	-$6.95K	4	0.02%	Reduced
1552	CA Centerpoint Advisors Needham, Massachusetts	$62K	+$14.3K	3	0.02%	Increased
1553	APW Aventura Private Wealth Aventura, Florida	$61.8K	-$13.5K	1	0.03%	Reduced
1554	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$61.2K	-$13.9K	1	0.03%	Reduced
1555	WSCM Wellington Shields Capital Management New York	$60K	$0	1	0.01%	Maintained
1556	WIM Westside Investment Management Santa Monica, California	$59.2K	$0	4	0.01%	Maintained
1557	EWM Evermay Wealth Management Arlington, Virginia	$58.4K	+$56.9K	1	0.01%	New
1558	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$58.2K	+$60.5K	5	0%	New
1559	Westwood Holdings Group Dallas, Texas	$58.2K	-$4.05K	1	0%	Reduced
1560	CMP Coston McIsaac & Partners Bar Harbor, Maine	$58K	$0	4	0.02%	Maintained
1561	HCP Hexagon Capital Partners Rogers, Arkansas	$57.9K	+$8.1K	6	0.01%	Increased
1562	PBK Peoples Bank (Kansas) Pratt, Kansas	$57.8K	$0	2	0.04%	Maintained
1563	MTIC Missouri Trust & Investment Company Springfield, Missouri	$57.8K	-$9.46K	2	0.02%	Reduced
1564	CA Continuum Advisory Eagle, Idaho	$56.9K	-$5.34K	4	0.01%	Reduced
1565	Sculptor Capital New York	$56.7K	+$109K	1	0%	New
1566	CAM Costello Asset Management Feasterville, Pennsylvania	$56.1K	+$54.5K	5	0.02%	New
1567	HM Payson & Co Portland, Maine	$55.4K	-$101K	4	0%	Reduced
1568	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$55.1K	+$56K	2	0.05%	New
1569	LB Legacy Bridge West Des Moines, Iowa	$53.5K	+$157	2	0.03%	Increased
1570	PWMG Private Wealth Management Group Princeton, New Jersey	$53.3K	-$5.84K	8	0.02%	Reduced
1571	PAM Paradigm Asset Management New York	$53K	$0	3	0.01%	Maintained
1572	CSC Caldwell Sutter Capital Sausalito, California	$52.5K	+$1.44K	4	0.02%	Increased
1573	NB NBT Bank Norwich, New York	$52.2K	-$90	3	0%	Reduced
1574	IR IAT Reinsurance New York	$51K	$0	1	0.01%	Maintained
1575	MCC Malaga Cove Capital Pv Estates, California	$50.7K	+$78.7K	1	0.02%	New