← 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
1101	Allworth Financial Folsom, California	$12K	$0	2	0%	Maintained
1102	AIS AlphaOne Investment Services West Chester, Pennsylvania	$12K	+$11.8K	1	0%	New
1103	FCMT Founders Capital Management (Texas) Houston, Texas	$12K	$0	1	0.01%	Maintained
1104	HT Heritage Trust Oklahoma City, Oklahoma	$12K	$0	1	0%	Maintained
1105	SIA SeaBridge Investment Advisors Summit, New Jersey	$12K	$0	1	0%	Maintained
1106	AIM Advantage Investment Management Cedar Rapids, Iowa	$11K	-$2.33K	1	0%	Reduced
1107	Brinker Capital Investments Berwyn, Pennsylvania	$11K	$0	1	0%	Maintained
1108	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$11K	$0	1	0%	Maintained
1109	GEA Glen Eagle Advisors Kingston, New Jersey	$10.2K	$0	2	0.01%	Maintained
1110	BC Barnett & Company Chattanooga, Tennessee	$10K	$0	2	0.01%	Maintained
1111	BWA BDO Wealth Advisors Jacksonville, Florida	$10K	$0	1	0.01%	Maintained
1112	FCB First Command Bank Fort Worth, Texas	$10K	-$2.51K	1	0.01%	Reduced
1113	FCFS First Command Financial Services Fort Worth, Texas	$10K	-$2.51K	1	0.01%	Reduced
1114	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$10K	$0	2	0.01%	Maintained
1115	GWS Glassman Wealth Services Vienna, Virginia	$9K	-$966	2	0.01%	Reduced
1116	LNB Ledyard National Bank	$9K	+$4.75K	2	0%	Increased
1117	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$9K	$0	1	0%	Maintained
1118	EA Edge Advisors Atlanta, Georgia	$8K	+$4.33K	5	0%	Increased
1119	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$8K	+$7.45K	1	0%	New
1120	CB Community Bank Dewitt, New York	$7K	$0	2	0%	Maintained
1121	LF Lee Financial Dallas, Texas	$6K	$0	2	0%	Maintained
1122	DBT Dubuque Bank & Trust Dubuque, Iowa	$5K	+$121	2	0%	Increased
1123	FWM Focused Wealth Management Newburgh, New York	$5K	+$2.35K	2	0%	Increased
1124	TWI Thomas White International Chicago, Illinois	$5K	$0	1	0%	Maintained
1125	BWM Baystate Wealth Management Boston, Massachusetts	$4K	$0	3	0%	Maintained