← 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	ACM Anfield Capital Management Irvine, California	$24.8K	$0	5	0.01%	Maintained
1627	LC Lavaca Capital Houston, Texas	$24.8K	+$335	2	0.01%	Increased
1628	TIM Tortoise Investment Management White Plains, New York	$24.4K	+$8.07K	4	0%	Increased
1629	MDA Minot DeBlois Advisors Boston, Massachusetts	$24.3K	$0	1	0.02%	Maintained
1630	FUBT First United Bank & Trust Oakland, Maryland	$24K	$0	1	0.01%	Maintained
1631	NOI Newton One Investments Newark, Delaware	$23.9K	+$96	1	0.01%	Increased
1632	OWA Opal Wealth Advisors Jericho, New York	$23.7K	+$23.4K	1	0.01%	New
1633	GA GoalVest Advisory New York	$23.1K	+$1.08K	3	0.01%	Increased
1634	FRA Front Row Advisors Tiburon, California	$23K	$0	3	0.01%	Maintained
1635	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$22.9K	-$3.56K	2	0.02%	Reduced
1636	CWM Centricity Wealth Management Westerville, Ohio	$22.8K	$0	1	0.02%	Maintained
1637	GSWM Golden State Wealth Management Santa Ana, California	$22.5K	$0	3	0%	Maintained
1638	CB Centennial Bank Conway, Arkansas	$22.2K	$0	1	0.01%	Maintained
1639	PA Prism Advisors Studio City, California	$21.9K	$0	1	0.01%	Maintained
1640	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$21.9K	$0	4	0.01%	Maintained
1641	SO Sierra Ocean Ripon, California	$21.8K	-$1.51K	6	0.02%	Reduced
1642	MEG Millstone Evans Group Boulder, Colorado	$21.6K	+$10.5K	3	0.01%	Increased
1643	CIA Cape Investment Advisory Mcdonough, Georgia	$21.6K	+$3.2K	4	0.01%	Increased
1644	BI Binnacle Investments Urbandale, Iowa	$21.3K	+$20.7K	4	0.02%	New
1645	Saudi Central Bank Riyadh, Saudi Arabia	$20.8K	+$21.2K	3	0.11%	New
1646	PFG Putney Financial Group San Rafael, California	$20.6K	-$8.21K	2	0.02%	Reduced
1647	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$20.3K	+$20.7K	5	0%	New
1648	MFS McNamara Financial Services Marshfield, Massachusetts	$20.2K	$0	1	0%	Maintained
1649	IAS IMA Advisory Services Denver, Colorado	$20.1K	+$21K	1	0%	New
1650	BAM Byrne Asset Management Kingston, New Jersey	$20.1K	-$49.3K	4	0.01%	Reduced