← 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
1651	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$20.1K	+$20.3K	4	0.01%	New
1652	MMCM Murphy & Mullick Capital Management Smithtown, New York	$20.1K	-$666	3	0.02%	Reduced
1653	RS Rakuten Securities Tokyo, Japan	$19.5K	+$5.51K	5	0.01%	Increased
1654	ACA American Capital Advisory Ketchum, Idaho	$19.3K	+$781	4	0.01%	Increased
1655	BWM Bernard Wealth Management Royal Oak, Michigan	$19.2K	$0	1	0.01%	Maintained
1656	Close Asset Management London, United Kingdom	$18K	-$560	1	0%	Reduced
1657	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$17.9K	+$17.3K	2	0%	Increased
1658	TCM Tradewinds Capital Management Bellingham, Washington	$17.8K	$0	2	0%	Maintained
1659	GGI Godsey & Gibb Inc Richmond, Virginia	$17.3K	$0	2	0%	Maintained
1660	JSAM J. Safra Asset Management New York	$16.6K	+$845	2	0%	Increased
1661	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$16.5K	$0	1	0.01%	Maintained
1662	DIP DT Investment Partners Chadds Ford, Pennsylvania	$16.2K	$0	3	0%	Maintained
1663	QPBE Quintet Private Bank (Europe) Luxembourg	$15.9K	$0	1	0%	Maintained
1664	PWA Physician Wealth Advisors Midvale, Utah	$15.6K	+$2.94K	6	0%	Increased
1665	WA Whipplewood Advisors Littleton, Colorado	$15.6K	+$23.1K	6	0.01%	Increased
1666	DF Dunhill Financial London, United Kingdom	$15.5K	-$461	5	0.01%	Reduced
1667	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$15.3K	$0	3	0.01%	Maintained
1668	EWP Elevation Wealth Partners Santa Rosa, California	$15.3K	$0	1	0.01%	Maintained
1669	PA PSI Advisors Tampa, Florida	$15.1K	+$869	6	0.01%	Increased
1670	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$15.1K	+$14.8K	3	0.01%	Increased
1671	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$14.9K	$0	1	0.01%	Maintained
1672	AIM Anchor Investment Management Columbia, South Carolina	$14.9K	-$80	4	0%	Reduced
1673	OP ORG Partners Roanoke, Indiana	$14.8K	-$35.8K	4	0%	Reduced
1674	CT Clearstead Trust Portland, Maine	$14.6K	+$14.6K	3	0%	New
1675	CWM Consultiva Wealth Management San Juan, Puerto Rico	$14.1K	$0	1	0.05%	Maintained