← 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	CT Caldwell Trust Venice, Florida	$19.4K	$0	3	0%	Maintained
1677	CIEC Crédit Industriel et Commercial Paris France, France	$19.2K	+$19K	1	0%	New
1678	AFC Ares Financial Consulting Calabasas, California	$18.9K	+$21.1K	4	0.02%	New
1679	RA Ransom Advisory Providence, Rhode Island	$18.4K	+$18.1K	2	0.01%	Increased
1680	DF Dunhill Financial London, United Kingdom	$18.3K	+$14.7K	10	0%	Increased
1681	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$18.1K	+$2.51K	4	0.01%	Increased
1682	CA Crewe Advisors Salt Lake City, Utah	$17.9K	+$668	5	0%	Increased
1683	NOI Newton One Investments Newark, Delaware	$17.9K	+$86	1	0.01%	Increased
1684	AAG Armstrong Advisory Group Needham, Massachusetts	$17.5K	-$4.86K	4	0%	Reduced
1685	YAL Your Advocates Ltd Houston, Texas	$17.3K	+$17.8K	1	0.01%	New
1686	CFM Cornerstone Financial Management Burlington, Massachusetts	$17K	+$17.9K	6	0.02%	New
1687	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$17K	+$17.1K	1	0%	New
1688	NMG New Millennium Group Sandy, Utah	$17K	+$125	2	0.01%	Increased
1689	SR Swiss Re Zurich, Switzerland	$16.9K	+$17.9K	1	0%	New
1690	BCM Boreal Capital Management Miami, Florida	$16.7K	+$6.46K	4	0.01%	Increased
1691	TCTC Holdings Dallas, Texas	$16.2K	+$1.74K	3	0%	Increased
1692	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$16.2K	$0	2	0.01%	Maintained
1693	CBT Crews Bank & Trust Wauchula, Florida	$16K	$0	2	0%	Maintained
1694	FRA Front Row Advisors Tiburon, California	$15.7K	$0	3	0.01%	Maintained
1695	FMP Financial Management Professionals Austin, Texas	$15.4K	+$2.34K	3	0%	Increased
1696	JWM Jessup Wealth Management Dayton, Ohio	$15.2K	+$15.8K	3	0.01%	New
1697	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$15.2K	-$5.12K	1	0.02%	Reduced
1698	GGI Godsey & Gibb Inc Richmond, Virginia	$15.1K	+$1.88K	3	0%	Increased
1699	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$15K	$0	1	0%	Maintained
1700	GAFA Garton & Associates Financial Advisors Louisville, Kentucky	$14.9K	+$15.3K	2	0.01%	New