← 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	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$46.4K	+$29K	3	0.02%	Increased
1602	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$45.4K	$0	1	0.02%	Maintained
1603	PAM Paradigm Asset Management New York	$45K	+$1.25K	3	0.01%	Increased
1604	CT Colonial Trust Spartanburg, South Carolina	$44.7K	+$22.1K	5	0.01%	Increased
1605	PWMG Private Wealth Management Group Princeton, New Jersey	$44.6K	-$7.12K	8	0.01%	Reduced
1606	CAM Costello Asset Management Feasterville, Pennsylvania	$44.5K	+$27.4K	5	0.01%	Increased
1607	PAW Plan A Wealth Lincoln, Nebraska	$43.9K	+$56K	1	0.02%	New
1608	PK Pflug Koory Omaha, Nebraska	$43.8K	+$258	3	0.02%	Increased
1609	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$42.7K	+$2.02K	3	0.03%	Increased
1610	BFPW BOK Financial Private Wealth Denver, Colorado	$41.4K	+$1.57K	4	0%	Increased
1611	SMA Sage Mountain Advisors Atlanta, Georgia	$40.8K	$0	1	0%	Maintained
1612	MTIC Missouri Trust & Investment Company Springfield, Missouri	$40.6K	$0	2	0.01%	Maintained
1613	DV Trading Chicago, Illinois	$40K	+$42.1K	2	0%	New
1614	EWP Elevation Wealth Partners Santa Rosa, California	$40K	+$21.3K	3	0.01%	Increased
1615	Eastern Bank Boston, Massachusetts	$39.7K	+$2.26K	5	0%	Increased
1616	BCFD Boit C.F. David	$39.7K	+$40.8K	1	0.02%	New
1617	AG AmeriFlex Group Las Vegas, Nevada	$39.4K	+$9.25K	6	0.02%	Increased
1618	MFP Meramec Financial Planners Saint Louis, Missouri	$39.1K	+$48.2K	3	0.02%	New
1619	TCOT Trust Company of Toledo Holland, Ohio	$38.7K	$0	3	0%	Maintained
1620	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$38.5K	-$809K	1	0.04%	Reduced
1621	RS Rakuten Securities Tokyo, Japan	$37.6K	+$9.32K	4	0.01%	Increased
1622	EAM EdenTree Asset Management London, United Kingdom	$36.6K	+$36.1K	1	0.01%	New
1623	WA Westfuller Advisors New York	$36.3K	+$30.3K	3	0.01%	Increased
1624	IAIM International Assets Investment Management Orlando, Florida	$35.3K	+$37.3K	4	0%	New
1625	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$34.9K	+$34.5K	1	0.01%	New