← 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
1576	CAIM Catherine Avery Investment Management Longboat Key, Florida	$17.4K	-$3.03M	1	0.01%	Reduced
1577	DIP DT Investment Partners Chadds Ford, Pennsylvania	$16.7K	$0	3	0%	Maintained
1578	GSWM Golden State Wealth Management Santa Ana, California	$16.4K	-$1.21K	3	0%	Reduced
1579	WAM WFA Asset Management Whitefish Bay, Wisconsin	$15.8K	$0	1	0.01%	Maintained
1580	API Asset Planning Inc Cypress, California	$15.8K	+$38	1	0.01%	Increased
1581	MASECO Private Wealth London,	$15.7K	-$2.45K	1	0%	Reduced
1582	GGI Godsey & Gibb Inc Richmond, Virginia	$15.5K	$0	2	0%	Maintained
1583	FC Financial Consulate Hunt Valley, Maryland	$15.5K	+$15.5K	8	0%	New
1584	MEG Millstone Evans Group Boulder, Colorado	$15.3K	+$5.08K	4	0.01%	Increased
1585	CB Centennial Bank Conway, Arkansas	$15.3K	$0	1	0.01%	Maintained
1586	Evelyn Partners Investment Management London,	$15.1K	-$2.64K	2	0%	Reduced
1587	NIG NFJ Investment Group Dallas, Texas	$15.1K	-$2.76M	1	0%	Reduced
1588	FMP Financial Management Professionals Austin, Texas	$14.9K	-$48	2	0%	Reduced
1589	AA Addison Advisors Middlebury, Vermont	$14.9K	+$14.1K	3	0%	Increased
1590	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$14.8K	+$15.3K	2	0%	New
1591	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$14.6K	-$96	1	0.01%	Reduced
1592	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$13.9K	+$639	2	0%	Increased
1593	AWM Activest Wealth Management Aventure, Florida	$13.2K	+$2.3K	3	0%	Increased
1594	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$13.2K	-$137	4	0.01%	Reduced
1595	CG Curat Global Springfield, New Hampshire	$13K	-$73.8K	2	0.01%	Reduced
1596	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$13K	$0	1	0%	Maintained
1597	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$12.8K	-$402	4	0%	Reduced
1598	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$12.8K	+$1.98K	2	0.01%	Increased
1599	MLA MB, Levis & Associates Center Valley, Pennsylvania	$12.6K	$0	1	0.01%	Maintained
1600	CPG Cornerstone Planning Group Fairfield, New Jersey	$12.2K	+$176K	7	0%	Increased