← 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
1676	ACA American Capital Advisory Ketchum, Idaho	$22.4K	$0	2	0.01%	Maintained
1677	CCA Criterion Capital Advisors Nashville, Tennessee	$22.2K	$0	1	0.01%	Maintained
1678	JSAM J. Safra Asset Management New York	$22.1K	+$7.64K	2	0%	Increased
1679	MDA Minot DeBlois Advisors Boston, Massachusetts	$21.9K	+$22.3K	1	0.02%	New
1680	IGGA Iron Gate Global Advisors Nsl, Utah	$21.9K	+$20.7K	1	0%	New
1681	MMCM Murphy & Mullick Capital Management Smithtown, New York	$21.7K	+$22.8K	4	0.02%	New
1682	TCM Tradewinds Capital Management Bellingham, Washington	$20K	$0	2	0.01%	Maintained
1683	SWP SIMA Wealth Partners North Chesterfield, Virginia	$19.6K	+$20K	1	0.02%	New
1684	BWM Bernard Wealth Management Royal Oak, Michigan	$19.4K	+$18.3K	1	0.01%	New
1685	BWM Bullock Wealth Management Bloomington, Indiana	$19.4K	-$2.61K	4	0.01%	Reduced
1686	DIP DT Investment Partners Chadds Ford, Pennsylvania	$19.1K	-$25.3K	3	0%	Reduced
1687	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$19K	$0	1	0%	Maintained
1688	AI Acuitas Investments Seattle, Washington	$18.7K	+$20.9K	1	0.02%	New
1689	QPBE Quintet Private Bank (Europe) Luxembourg	$18.5K	$0	1	0%	Maintained
1690	WA Whipplewood Advisors Littleton, Colorado	$18.3K	+$19.2K	6	0.01%	New
1691	CB CNB Bank Clearfield, Pennsylvania	$18.2K	-$5.71K	3	0.01%	Reduced
1692	GGI Godsey & Gibb Inc Richmond, Virginia	$18.2K	$0	2	0%	Maintained
1693	CIA Cape Investment Advisory Mcdonough, Georgia	$17.8K	-$988	3	0.01%	Reduced
1694	NFG Northeast Financial Group Tannersville, Pennsylvania	$17.4K	+$16.4K	1	0.01%	New
1695	PA PSI Advisors Tampa, Florida	$17K	$0	5	0.01%	Maintained
1696	MWA Medallion Wealth Advisors Farmington, Connecticut	$16.9K	+$17.3K	3	0.01%	New
1697	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$16.8K	+$17.8K	3	0.01%	New
1698	DF Dunhill Financial London, United Kingdom	$16.6K	+$3.47K	5	0.01%	Increased
1699	TIM Tortoise Investment Management White Plains, New York	$16.4K	-$1.53K	4	0%	Reduced
1700	WAM WFA Asset Management Whitefish Bay, Wisconsin	$16.3K	+$75	1	0.01%	Increased