← 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	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$19.5K	$0	2	0.01%	Maintained
1627	MDA Minot DeBlois Advisors Boston, Massachusetts	$19.4K	$0	1	0.02%	Maintained
1628	CBT Crews Bank & Trust Wauchula, Florida	$19.4K	-$10.5K	2	0%	Reduced
1629	LC Lavaca Capital Houston, Texas	$19.4K	+$328	2	0.01%	Increased
1630	BAM Byrne Asset Management Kingston, New Jersey	$19K	+$9.77K	2	0.01%	Increased
1631	Capital Analysts LLC Fort Washington, Pennsylvania	$19K	-$13.1K	2	0%	Reduced
1632	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$18.8K	$0	4	0.01%	Maintained
1633	Bogart Wealth LLC Mclean, Virginia	$18.4K	+$15.7K	7	0%	Increased
1634	GSWM Golden State Wealth Management Santa Ana, California	$18.2K	-$2.46K	3	0%	Reduced
1635	MSG Main Street Group Glen Allen, Virginia	$18K	-$8.06K	4	0.01%	Reduced
1636	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$17.4K	$0	2	0%	Maintained
1637	OP ORG Partners Roanoke, Indiana	$17.4K	+$4.6K	5	0%	Increased
1638	QPBE Quintet Private Bank (Europe) Luxembourg	$17.2K	+$4.7K	2	0%	Increased
1639	GC Garde Capital Seattle, Washington	$17.1K	+$17.8K	2	0%	Increased
1640	CB Centennial Bank Conway, Arkansas	$17.1K	$0	1	0.01%	Maintained
1641	CIA Cape Investment Advisory Mcdonough, Georgia	$17K	-$3.83K	3	0.01%	Reduced
1642	GA GoalVest Advisory New York	$16.9K	-$1.02K	1	0%	Reduced
1643	CCMI Creative Capital Management Investments San Diego, California	$16.9K	+$18.9K	1	0.01%	New
1644	RS Rakuten Securities Tokyo, Japan	$16.8K	+$550	5	0.01%	Increased
1645	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$16.5K	+$18.7K	2	0.01%	Increased
1646	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$16.2K	-$2.8K	3	0.01%	Reduced
1647	GGI Godsey & Gibb Inc Richmond, Virginia	$15.8K	$0	2	0%	Maintained
1648	AIM Anchor Investment Management Columbia, South Carolina	$15.4K	$0	4	0%	Maintained
1649	MFS McNamara Financial Services Marshfield, Massachusetts	$15.4K	$0	1	0%	Maintained
1650	DIP DT Investment Partners Chadds Ford, Pennsylvania	$15.2K	$0	3	0%	Maintained