← 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
1701	EC Elequin Capital New York	$2.29K	+$1.65K	2	0%	Increased
1702	HC Hurley Capital New York	$2.25K	-$70.3K	1	0%	Reduced
1703	VWA Valued Wealth Advisors Holladay, Utah	$2.25K	+$216	2	0%	Increased
1704	HWM HighMark Wealth Management St. Paul, Minnesota	$2.25K	$0	2	0%	Maintained
1705	HPWM High Point Wealth Management Chester, New Jersey	$2.09K	$0	1	0%	Maintained
1706	WB Webster Bank Waterbury, Connecticut	$2.06K	$0	2	0%	Maintained
1707	Country Trust Bank Bloomington, Illinois	$2.05K	$0	1	0%	Maintained
1708	Close Asset Management London, United Kingdom	$2K	$0	1	0%	Maintained
1709	EA Evolution Advisers Richmond, Virginia	$2K	+$3.51K	5	0%	New
1710	Penserra Capital Management Orinda, California	$2K	$0	1	0%	Maintained
1711	RBC Roble Belko & Company Sewickley, Pennsylvania	$2K	$0	1	0%	Maintained
1712	SWA Strategic Wealth Advisors Scottsdale, Arizona	$2K	$0	1	0%	Maintained
1713	AI Arvest Investments Lowell, Arkansas	$1.99K	-$354K	1	0%	Reduced
1714	CWM Consultiva Wealth Management San Juan, Puerto Rico	$1.95K	-$458	1	0%	Reduced
1715	AW Ankerstar Wealth Leander, Texas	$1.93K	+$56	4	0%	Increased
1716	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$1.86K	-$178K	1	0%	Reduced
1717	BFP Birchwood Financial Partners Bloomington, Minnesota	$1.78K	$0	1	0%	Maintained
1718	AWM Abound Wealth Management Franklin, Tennessee	$1.77K	-$4.8K	4	0%	Reduced
1719	BSB Bangor Savings Bank Bangor, Maine	$1.77K	$0	2	0%	Maintained
1720	AAG Accordant Advisory Group Annapolis, Maryland	$1.77K	-$1.97K	1	0%	Reduced
1721	1L 10Elms LLP Tulsa, Oklahoma	$1.76K	+$1.57K	1	0%	New
1722	FLP Financial Life Planners Tempe, Arizona	$1.72K	$0	1	0%	Maintained
1723	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$1.7K	-$3.09K	1	0%	Reduced
1724	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$1.6K	$0	2	0%	Maintained
1725	WBC West Branch Capital Amherst, Massachusetts	$1.55K	-$8.38K	1	0%	Reduced