← 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
1051	LWM LBA Wealth Management Jacksonville, Florida	$7K	$0	1	0%	Maintained
1052	LWA Lenox Wealth Advisors New York	$7K	$0	1	0%	Maintained
1053	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	$0	1	0%	Maintained
1054	Waverly Advisors Birmingham, Alabama	$7K	$0	1	0%	Maintained
1055	CA CapWealth Advisors Franklin, Tennessee	$6K	-$2.15K	1	0%	Reduced
1056	HF Hoxton Financial Shepherdstown, West Virginia	$6K	$0	1	0%	Maintained
1057	LNB Ledyard National Bank	$6K	-$4K	1	0%	Reduced
1058	PMFA Plante Moran Financial Advisors Southfield, Michigan	$6K	$0	2	0%	Maintained
1059	Klingman & Associates New York	$4K	$0	1	0%	Maintained
1060	RA Rational Advisors Huntington, New York	$4K	$0	1	0%	Maintained
1061	SA SRH Advisors Salina, Kansas	$4K	$0	2	0.02%	Maintained
1062	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$3K	+$3.05K	3	0%	New
1063	WIC Woodmont Investment Counsel Nashville, Tennessee	$3K	$0	1	0%	Maintained
1064	Carson Wealth (CWM LLC) Omaha, Nebraska	$2K	+$2.15K	1	0%	New
1065	FPFS First Personal Financial Services Charlotte, North Carolina	$2K	$0	1	0%	Maintained
1066	FWM Focused Wealth Management Newburgh, New York	$2K	$0	1	0%	Maintained
1067	FAM Formidable Asset Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained
1068	LFR Lehman Financial Resources Media, Pennsylvania	$2K	$0	1	0%	Maintained
1069	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$2K	$0	1	0%	Maintained
1070	TCCM Timber Creek Capital Management Boston, Massachusetts	$2K	$0	1	0%	Maintained
1071	CAM ClariVest Asset Management San Diego, California	$1K	-$853	1	0%	Reduced
1072	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	$0	1	0%	Maintained
1073	EMA Efficient Market Advisors San Diego, California	$1K	+$712	1	0%	New
1074	IF Ironwood Financial Tucson, Arizona	$1K	+$1.16K	1	0%	New
1075	UFA US Financial Advisors Braintree, Massachusetts	$1K	+$1.32K	1	0%	New