← 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	GBT Grove Bank & Trust Miami, Florida	$22.8K	-$16.8K	1	0%	Reduced
1602	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$22.7K	$0	1	0.01%	Maintained
1603	TCM Tradewinds Capital Management Bellingham, Washington	$22.6K	$0	2	0.01%	Maintained
1604	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$22.2K	+$9.36K	2	0%	Increased
1605	CCA Criterion Capital Advisors Nashville, Tennessee	$22.2K	$0	1	0.01%	Maintained
1606	WR WD Rutherford Portland, Oregon	$21.9K	-$142K	1	0.01%	Reduced
1607	SFM Spartan Fund Management Toronto, Ontario, Canada	$21.5K	+$12.4K	1	0.06%	Increased
1608	MRCM M&R Capital Management Summit, New Jersey	$21.5K	-$2.32M	2	0.01%	Reduced
1609	BWM Bullock Wealth Management Bloomington, Indiana	$21.3K	-$243	2	0.01%	Reduced
1610	CIAS CBIZ Investment Advisory Services Independence, Ohio	$21K	-$360	1	0%	Reduced
1611	WAM WFA Asset Management Whitefish Bay, Wisconsin	$20.5K	-$14.6K	1	0.01%	Reduced
1612	FHA Flagship Harbor Advisors Boston, Massachusetts	$20.2K	-$10.9K	1	0%	Reduced
1613	RFG RFP Financial Group Atlanta, Georgia	$19.9K	-$8.81K	4	0.01%	Reduced
1614	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$19.6K	$0	3	0%	Maintained
1615	CIA Cape Investment Advisory Mcdonough, Georgia	$19.2K	-$205	3	0.01%	Reduced
1616	WOSD WFA of San Diego San Diego, California	$19.1K	+$20.3K	1	0.02%	New
1617	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$18.4K	$0	2	0%	Maintained
1618	HFA Hershey Financial Advisers Lancaster, Pennsylvania	$18.2K	+$22.2K	1	0.02%	New
1619	Marex Group London,	$18K	-$304K	1	0%	Reduced
1620	Close Asset Management London, United Kingdom	$18K	-$4.63K	1	0%	Reduced
1621	EC Elequin Capital New York	$17.9K	+$10.3K	1	0%	Increased
1622	APC Aspire Private Capital Cornelius, North Carolina	$17.6K	+$3.79K	4	0%	Increased
1623	FFL Financial Freedom LLC Cincinnati, Ohio	$17.4K	$0	3	0.01%	Maintained
1624	SOS Silver Oak Securities Jackson, Tennessee	$16.3K	+$17.2K	1	0%	New
1625	GGI Godsey & Gibb Inc Richmond, Virginia	$15.8K	-$4.54K	2	0%	Reduced