← 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
1026	HW Hedeker Wealth Lincolnshire, Illinois	$28K	+$27K	1	0.02%	New
1027	WA WealthTrust-Arizona Scottsdale, Arizona	$28K	$0	1	0.02%	Maintained
1028	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$26K	+$147K	1	0.02%	New
1029	M MOTCO San Antonio, Texas	$23K	+$22K	1	0%	New
1030	SignatureFD Atlanta, Georgia	$22K	+$20.9K	2	0.01%	Increased
1031	DAM Delta Asset Management Memphis, Tennessee	$21K	$0	1	0%	Maintained
1032	PMFA Plante Moran Financial Advisors Southfield, Michigan	$21K	$0	2	0.02%	Maintained
1033	CFA Carroll Financial Associates Charlotte, North Carolina	$19K	-$11.4K	2	0.01%	Reduced
1034	PSI Pinnacle Summer Investments Fairfax, Virginia	$19K	$0	2	0%	Maintained
1035	Bartlett & Co Cincinnati, Ohio	$18K	-$33.4K	1	0%	Reduced
1036	GWS Glassman Wealth Services Vienna, Virginia	$18K	+$17.6K	1	0.01%	New
1037	MCA Mercer Capital Advisers Little Silver, New Jersey	$18K	+$17.6K	1	0.02%	New
1038	ST Somerset Trust Somerset, Pennsylvania	$18K	$0	1	0.01%	Maintained
1039	SGAM Smith Group Asset Management Dallas, Texas	$17K	$0	1	0%	Maintained
1040	SMG Spectrum Management Group Indianapolis, Indiana	$17K	$0	1	0.01%	Maintained
1041	GWA Genesis Wealth Advisors Braintree, Massachusetts	$14.8K	+$15.1K	1	0.01%	New
1042	Colony Group Boston, Massachusetts	$13K	$0	1	0%	Maintained
1043	VanEck Associates New York	$13K	+$12.1K	1	0%	New
1044	FMT First Mercantile Trust Cordova, Tennessee	$12K	+$12.6K	1	0%	New
1045	KPCM Kings Point Capital Management Great Neck, New York	$12K	$0	1	0%	Maintained
1046	SIG Stanford Investment Group Mountain View, California	$12K	+$11.7K	1	0.01%	New
1047	CI Global Investments Oakland, California	$11K	+$10.4K	1	0%	New
1048	Advisory Services Network Atlanta, Georgia	$10K	-$214K	2	0%	Reduced
1049	ACS Archford Capital Strategies Swansea, Illinois	$10K	-$2K	2	0.01%	Reduced
1050	LNB Ledyard National Bank	$10K	$0	2	0%	Maintained