← 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	MAM Morse Asset Management Darien, Connecticut	$5.39K	+$5.25K	2	0%	New
1702	M MOTCO San Antonio, Texas	$5.35K	$0	2	0%	Maintained
1703	SC Sawyer & Company Boston, Massachusetts	$5K	$0	1	0%	Maintained
1704	SRCM Signature Resources Capital Management Newport Beach, California	$4.93K	$0	2	0%	Maintained
1705	BHWM Beaird Harris Wealth Management Dallas, Texas	$4.92K	-$1.3K	2	0%	Reduced
1706	WB Webster Bank Waterbury, Connecticut	$4.36K	-$465	1	0%	Reduced
1707	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$4.26K	-$1.6K	2	0%	Reduced
1708	FPF First Pacific Financial Vancouver, Washington	$4.15K	+$223	1	0%	Increased
1709	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$4.1K	+$3.8K	3	0%	Increased
1710	AA AlphaMark Advisors Ft. Wright, Kentucky	$4K	-$309	1	0%	Reduced
1711	SSG Summit Securities Group New York	$4K	-$256K	1	0%	Reduced
1712	HWM HighMark Wealth Management St. Paul, Minnesota	$3.94K	-$4.69K	2	0%	Reduced
1713	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3.91K	$0	1	0%	Maintained
1714	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$3.85K	$0	1	0%	Maintained
1715	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$3.66K	-$9.76K	1	0%	Reduced
1716	NFA Northwest Financial Advisors Herndon, Virginia	$3.52K	+$3.53K	2	0%	New
1717	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$3.38K	$0	1	0%	Maintained
1718	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$3.26K	$0	1	0%	Maintained
1719	B Birchbrook Bangor, Maine	$3.24K	$0	1	0%	Maintained
1720	TAM Tucker Asset Management Littleton, Colorado	$3.21K	-$24.6K	3	0%	Reduced
1721	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$3.2K	+$1.15K	2	0%	Increased
1722	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.17K	$0	3	0%	Maintained
1723	MIM Macroview Investment Management Bethesda, Maryland	$2.98K	+$31	1	0%	Increased
1724	AA Addison Advisors Middlebury, Vermont	$2.96K	+$619	4	0%	Increased
1725	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$2.89K	$0	1	0%	Maintained