← 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
1901	JAM JCIC Asset Management Toronto, Ontario, Canada	$383	+$376	1	0%	New
1902	CFS CGC Financial Services Lake Oswego, Oregon	$333	$0	1	0%	Maintained
1903	GCM Gables Capital Management Miami, Florida	$317	+$314	1	0%	New
1904	NL NorthAvenue LLC Columbus, Ohio	$317	+$314	1	0%	New
1905	ECA Elevated Capital Advisors Sandy, Utah	$313	+$329	3	0%	New
1906	DWM Darwin Wealth Management Tampa, Florida	$288	+$94	2	0%	Increased
1907	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$285	+$282	1	0%	New
1908	PW Pandora Wealth Oakbrook Terrace, Illinois	$285	$0	1	0%	Maintained
1909	CH CDKV Holdings Denver, Colorado	$262	+$290	1	0%	New
1910	TCA Trifecta Capital Advisors Northbrook, Illinois	$250	-$2.96K	1	0%	Reduced
1911	LIA Luken Investment Analytics Brentwood, Tennessee	$241	+$256	1	0%	New
1912	HNB Hilltop National Bank Casper, Wyoming	$238	-$5.81K	1	0%	Reduced
1913	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$232	+$294	1	0%	New
1914	IA IFS Advisors Overland Park, Kansas	$225	$0	1	0%	Maintained
1915	CRI Commonwealth Retirement Investments Richmond, Virginia	$222	+$220	1	0%	New
1916	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$202	$0	1	0%	Maintained
1917	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$177	$0	1	0%	Maintained
1918	NL Navalign LLC Encino, California	$174	+$172	1	0%	New
1919	LIA Limestone Investment Advisors New York	$168	$0	1	0%	Maintained
1920	HI Hoey Investments Coatesville, Pennsylvania	$159	+$157	1	0%	New
1921	MDA Minot DeBlois Advisors Boston, Massachusetts	$159	+$157	1	0%	New
1922	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$159	+$157	1	0%	New
1923	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$111	+$110	1	0%	New
1924	CW Curio Wealth Annapolis, Maryland	$106	+$99	1	0%	New
1925	RJA Ross\Johnson & Associates Plymouth, Minnesota	$100	+$92	2	0%	Increased