← 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
1601	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$35.5K	+$4.06K	5	0.01%	Increased
1602	OAM Oxford Asset Management Oxford, United Kingdom	$34.8K	-$430K	1	0.04%	Reduced
1603	EBA Eagle Bay Advisors New York	$34.8K	-$543	3	0.02%	Reduced
1604	FMP Financial Management Professionals Austin, Texas	$34K	+$1.13K	5	0%	Increased
1605	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$33.9K	-$10.1K	4	0.01%	Reduced
1606	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$33.9K	$0	4	0.01%	Maintained
1607	OC Oakworth Capital Birmingham, Alabama	$33.8K	-$14.9K	5	0%	Reduced
1608	BAM Byrne Asset Management Kingston, New Jersey	$33.4K	+$25K	3	0.02%	Increased
1609	NCTC New Covenant Trust Company Jeffersonville, Indiana	$33K	+$31.9K	5	0.03%	New
1610	RFG RFP Financial Group Atlanta, Georgia	$32.7K	-$2.88K	5	0.01%	Reduced
1611	JFA JNBA Financial Advisors Bloomington, Minnesota	$32.4K	-$1.82K	4	0%	Reduced
1612	LJHT Laurie J. Hall Trustee	$32K	+$29.3K	2	0.01%	Increased
1613	RWA Redmont Wealth Advisors Chicago, Illinois	$32K	+$31.2K	1	0.04%	New
1614	NOI Newton One Investments Newark, Delaware	$30.9K	+$89	1	0.01%	Increased
1615	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$30.5K	-$46	4	0.01%	Reduced
1616	TCPG Trivant Custom Portfolio Group San Diego, California	$30.3K	$0	3	0.02%	Maintained
1617	IGWM ICA Group Wealth Management Denver, Colorado	$30.3K	-$2.08K	5	0.01%	Reduced
1618	LFA LGT Financial Advisors Dallas, Texas	$28.5K	-$7.46K	4	0.03%	Reduced
1619	NMM Naples Money Management Naples, Florida	$28.1K	+$771	1	0.03%	Increased
1620	IAIM International Assets Investment Management Orlando, Florida	$28K	-$64.3K	1	0%	Reduced
1621	FFO Fortitude Family Office Scottsdale, Arizona	$27.6K	-$2.08K	5	0.02%	Reduced
1622	KFI Key Financial Inc West Chester, Pennsylvania	$27.2K	$0	4	0.01%	Maintained
1623	FUBT First United Bank & Trust Oakland, Maryland	$26.7K	$0	1	0.01%	Maintained
1624	CB CNB Bank Clearfield, Pennsylvania	$26.3K	$0	3	0.01%	Maintained
1625	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$26.3K	+$929	2	0.01%	Increased