← 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	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$42.2K	+$39.9K	1	0%	New
1627	FFWM Future Financial Wealth Management Cincinnati, Ohio	$41.8K	$0	1	0.03%	Maintained
1628	ZB Zions Bancorporation Salt Lake City, Utah	$41.4K	-$14.8K	5	0%	Reduced
1629	SAM S.A. Mason Holland, Michigan	$40.9K	$0	1	0.02%	Maintained
1630	EBA Eagle Bay Advisors New York	$40.1K	+$8.48K	4	0.03%	Increased
1631	W WealthCollab Bellevue, Washington	$39K	-$3.15K	8	0.02%	Reduced
1632	CT Caldwell Trust Venice, Florida	$38.6K	$0	5	0%	Maintained
1633	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$38.2K	-$208	10	0%	Reduced
1634	CBT Crews Bank & Trust Wauchula, Florida	$38K	+$40.2K	2	0.01%	New
1635	MMG Monetary Management Group St Louis, Missouri	$38K	$0	2	0.01%	Maintained
1636	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$37.7K	+$36.1K	1	0%	Increased
1637	SouthState Corp Winter Haven, Florida	$37.6K	-$82	2	0%	Reduced
1638	MFS McNamara Financial Services Marshfield, Massachusetts	$37.3K	$0	1	0.01%	Maintained
1639	LJHT Laurie J. Hall Trustee	$37K	$0	2	0.01%	Maintained
1640	PFG Putney Financial Group San Rafael, California	$35.2K	+$39.2K	2	0.03%	New
1641	Evelyn Partners Investment Management London,	$35K	+$32.8K	3	0%	New
1642	AW Avion Wealth The Woodlands, Texas	$33K	+$19.4K	3	0.01%	Increased
1643	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$32.9K	-$6.02K	4	0.01%	Reduced
1644	PWMG Prestige Wealth Management Group Flemington, New Jersey	$32.8K	$0	7	0.01%	Maintained
1645	TCPG Trivant Custom Portfolio Group San Diego, California	$32.4K	$0	3	0.02%	Maintained
1646	OC Oakworth Capital Birmingham, Alabama	$31.6K	-$66	5	0%	Reduced
1647	GFPC Global Financial Private Client Sarasota, Florida	$31.4K	+$2.08K	9	0.01%	Increased
1648	AAG Armstrong Advisory Group Needham, Massachusetts	$30.9K	-$28.2K	5	0%	Reduced
1649	ADL Asset Dedication LLC San Francisco, California	$30.9K	-$361	4	0%	Reduced
1650	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$30.8K	$0	3	0%	Maintained