← 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	CCA Criterion Capital Advisors Nashville, Tennessee	$22.2K	$0	1	0.01%	Maintained
1602	TCM Tradewinds Capital Management Bellingham, Washington	$21.6K	$0	2	0.01%	Maintained
1603	SFM Spartan Fund Management Toronto, Ontario, Canada	$21.5K	$0	1	0.06%	Maintained
1604	QPBE Quintet Private Bank (Europe) Luxembourg	$21.1K	+$2.78K	1	0%	Increased
1605	Close Asset Management London, United Kingdom	$20K	+$276	1	0%	Increased
1606	TIM Tortoise Investment Management White Plains, New York	$19.7K	+$694	5	0%	Increased
1607	MSG Main Street Group Glen Allen, Virginia	$19.1K	+$6.8K	4	0.01%	Increased
1608	OCG Opus Capital Group Cincinnati, Ohio	$19K	+$20.5K	1	0%	New
1609	JSAM J. Safra Asset Management New York	$18.8K	+$14.5K	2	0%	Increased
1610	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$18.8K	-$14.9K	4	0%	Reduced
1611	GSEP Golden State Equity Partners South Coast Metro, California	$18.7K	+$18.2K	4	0%	New
1612	PA PSI Advisors Tampa, Florida	$18.7K	$0	5	0.01%	Maintained
1613	GGI Godsey & Gibb Inc Richmond, Virginia	$18.6K	$0	2	0%	Maintained
1614	MRCM M&R Capital Management Summit, New Jersey	$18.4K	+$66	2	0%	Increased
1615	HWP Highline Wealth Partners Sherman Oaks, California	$18.2K	+$15.9K	3	0.01%	Increased
1616	LJAC L.J. Altfest & Co New York	$18K	$0	1	0%	Maintained
1617	CIA Cape Investment Advisory Mcdonough, Georgia	$17.8K	-$2.13K	3	0.01%	Reduced
1618	FFL Financial Freedom LLC Cincinnati, Ohio	$16.8K	$0	3	0.01%	Maintained
1619	EWP Elevation Wealth Partners Santa Rosa, California	$16.4K	-$90.6K	1	0.01%	Reduced
1620	FWM FSA Wealth Management Needham, Massachusetts	$16.4K	+$16K	3	0.01%	New
1621	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$16.2K	+$5.51K	1	0%	Increased
1622	AIM Anchor Investment Management Columbia, South Carolina	$15.8K	-$652	4	0%	Reduced
1623	WAM WFA Asset Management Whitefish Bay, Wisconsin	$15.8K	$0	1	0.01%	Maintained
1624	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$15.3K	$0	2	0.01%	Maintained
1625	CYG Clean Yield Group Norwich, Vermont	$15.2K	+$14.3K	1	0%	New