← 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	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$35.5K	-$1.86K	8	0%	Reduced
1602	CBT Crews Bank & Trust Wauchula, Florida	$34.2K	$0	2	0.01%	Maintained
1603	Evelyn Partners Investment Management London,	$34K	$0	3	0%	Maintained
1604	WA WPG Advisers Baltimore, Maryland	$33.9K	+$12.2K	7	0.03%	Increased
1605	WBC West Branch Capital Amherst, Massachusetts	$33.8K	-$11.3K	4	0.01%	Reduced
1606	AW Avion Wealth The Woodlands, Texas	$33K	+$2.06K	6	0.01%	Increased
1607	CAM Clarity Asset Management Ames, Iowa	$31.2K	-$14.5K	1	0.02%	Reduced
1608	AAG Armstrong Advisory Group Needham, Massachusetts	$30.9K	$0	5	0%	Maintained
1609	CWM Copia Wealth Management Bend, Oregon	$30.9K	$0	1	0.03%	Maintained
1610	CTA Colonial Trust Advisors Spartanburg, South Carolina	$30.4K	-$16.7K	3	0%	Reduced
1611	PWMG Prestige Wealth Management Group Flemington, New Jersey	$30.4K	+$453	7	0.01%	Increased
1612	CBA Coastal Bridge Advisors Westport, Connecticut	$30.4K	$0	1	0%	Maintained
1613	JFA JNBA Financial Advisors Bloomington, Minnesota	$30K	-$14K	4	0%	Reduced
1614	OC Oakworth Capital Birmingham, Alabama	$29.5K	$0	5	0%	Maintained
1615	HHGA Halbert Hargrove Global Advisors Long Beach, California	$28.5K	+$1.19K	4	0%	Increased
1616	S Sachetta Lynnfield, Massachusetts	$28.1K	-$460	8	0.01%	Reduced
1617	GFPC Global Financial Private Client Sarasota, Florida	$28K	-$1.24K	9	0.01%	Reduced
1618	CT Colonial Trust Spartanburg, South Carolina	$27.8K	-$85.9K	3	0%	Reduced
1619	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$27.8K	+$15.9K	1	0%	Increased
1620	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$27.7K	$0	3	0%	Maintained
1621	CT Caldwell Trust Venice, Florida	$26.6K	-$8.82K	4	0%	Reduced
1622	MSG Main Street Group Glen Allen, Virginia	$26.2K	+$19.4K	5	0.01%	Increased
1623	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$26.1K	+$25.3K	1	0%	New
1624	KFI Key Financial Inc West Chester, Pennsylvania	$25.9K	$0	4	0.01%	Maintained
1625	ADL Asset Dedication LLC San Francisco, California	$25.2K	-$2.65K	5	0%	Reduced