← 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
1726	CFS CGC Financial Services Lake Oswego, Oregon	$395	-$1.58K	1	0%	Reduced
1727	JSAM J. Safra Asset Management New York	$371	$0	1	0%	Maintained
1728	PW Pandora Wealth Oakbrook Terrace, Illinois	$339	$0	1	0%	Maintained
1729	PG Proffitt & Goodson Knoxville, Tennessee	$330	+$345	1	0%	New
1730	DCM Davis Capital Management Jacksonville, Florida	$311	+$311	2	0%	New
1731	LIA Limestone Investment Advisors New York	$296	+$27.3K	1	0%	New
1732	BC Broadwater Capital Boston, Massachusetts	$282	-$2.2K	1	0%	Reduced
1733	VWA VSM Wealth Advisory Hunt Valley, Maryland	$254	$0	1	0%	Maintained
1734	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$240	$0	1	0%	Maintained
1735	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$238	+$249	1	0%	New
1736	DWM Darwin Wealth Management Tampa, Florida	$221	$0	1	0%	Maintained
1737	IA IFS Advisors Overland Park, Kansas	$216	$0	1	0%	Maintained
1738	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$183	+$192	1	0%	New
1739	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$175	$0	1	0%	Maintained
1740	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$141	$0	1	0%	Maintained
1741	BC Barrett & Company Providence, Rhode Island	$113	$0	1	0%	Maintained
1742	OIA Optimum Investment Advisors Chicago, Illinois	$113	$0	1	0%	Maintained
1743	RA Ransom Advisory Providence, Rhode Island	$113	-$2.39K	1	0%	Reduced
1744	SHM Sagard Holdings Management Toronto, Ontario, Canada	$113	$0	1	0%	Maintained
1745	SA Scarborough Advisors Annapolis, Maryland	$109	$0	1	0%	Maintained
1746	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$96	$0	1	0%	Maintained
1747	CVM Cheviot Value Management Beverly Hills, California	$56	-$1.15K	1	0%	Reduced
1748	PP PFS Partners Mine Hill, New Jersey	$32	-$287	1	0%	Reduced
1749	HNW High Note Wealth Deephaven, Minnesota	$28	-$37.4K	1	0%	Reduced
1750	RJA Ross\Johnson & Associates Plymouth, Minnesota	$18	$0	1	0%	Maintained