← 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
1626	TCM Tradewinds Capital Management Bellingham, Washington	$26K	+$25.3K	2	0.01%	New
1627	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$25K	-$635	3	0%	Reduced
1628	CB Centennial Bank Conway, Arkansas	$24.7K	$0	1	0.01%	Maintained
1629	GA GoalVest Advisory New York	$24.5K	-$2.74K	1	0.01%	Reduced
1630	Close Asset Management London, United Kingdom	$24K	-$3.11K	1	0%	Reduced
1631	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$23.7K	$0	1	0.01%	Maintained
1632	CIAS CBIZ Investment Advisory Services Independence, Ohio	$23.6K	+$22.7K	1	0%	New
1633	CCA Criterion Capital Advisors Nashville, Tennessee	$22.1K	$0	1	0.01%	Maintained
1634	FFA Frazier Financial Advisors Columbus, Ohio	$22K	+$15K	4	0.02%	Increased
1635	PA PSI Advisors Tampa, Florida	$22K	-$436	5	0.01%	Reduced
1636	YU Yale University New Haven, Connecticut	$21.4K	$0	1	0.05%	Maintained
1637	QPBE Quintet Private Bank (Europe) Luxembourg	$21.4K	-$2.35K	1	0%	Reduced
1638	CAM Creekmur Asset Management Morton, Illinois	$21.3K	-$831	4	0.01%	Reduced
1639	S Sachetta Lynnfield, Massachusetts	$21.3K	-$61	9	0.01%	Reduced
1640	CIA Cape Investment Advisory Mcdonough, Georgia	$21.1K	+$2.55K	3	0.01%	Increased
1641	GGI Godsey & Gibb Inc Richmond, Virginia	$20.5K	+$3.62K	5	0%	Increased
1642	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$20.3K	-$1.14K	3	0%	Reduced
1643	FFL Financial Freedom LLC Cincinnati, Ohio	$20.1K	+$15	3	0.01%	Increased
1644	FWM FSA Wealth Management Needham, Massachusetts	$19.7K	$0	3	0.01%	Maintained
1645	PM Parametrica Management Wanchai, Hong Kong	$19.5K	+$42K	1	0.03%	New
1646	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$19.3K	-$3.57K	2	0%	Reduced
1647	VF VitalStone Financial Shavano Park, Texas	$19K	-$506K	2	0.01%	Reduced
1648	WOC West Oak Capital Westlake Village, California	$19K	$0	1	0.01%	Maintained
1649	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$18.7K	+$19.6K	3	0.01%	Increased
1650	TCTC Holdings Dallas, Texas	$18.6K	+$4.28K	3	0%	Increased