← 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
1201	EARNEST Partners Atlanta, Georgia	$26K	+$8.76K	5	0%	Increased
1202	Mondrian Investment Partners London, United Kingdom	$26K	$0	1	0%	Maintained
1203	PRC Pearl River Capital Niles, Michigan	$26K	+$35K	2	0.12%	New
1204	SA SRH Advisors Salina, Kansas	$26K	$0	2	0.1%	Maintained
1205	BWM BerganKDV Wealth Management Bloomington, Minnesota	$25K	-$11.9K	3	0.01%	Reduced
1206	IWA Intercontinental Wealth Advisors San Antonio, Texas	$25K	-$328K	4	0.01%	Reduced
1207	AIA Alera Investment Advisors Deerfield, Illinois	$23K	+$29.4K	7	0.01%	New
1208	AFIA America First Investment Advisors Omaha, Nebraska	$22K	$0	1	0.01%	Maintained
1209	ACS Archford Capital Strategies Swansea, Illinois	$22K	$0	1	0.01%	Maintained
1210	IP Intellectus Partners San Francisco, California	$22K	+$2.2K	2	0.02%	Increased
1211	SMFS Squar Milner Financial Services Irvine, California	$22K	$0	2	0.02%	Maintained
1212	CYG Clean Yield Group Norwich, Vermont	$21K	+$25.7K	1	0.01%	New
1213	CFN Cordasco Financial Network Naples, Florida	$21K	$0	2	0.02%	Maintained
1214	FRA Front Row Advisors Tiburon, California	$21K	-$4.6K	4	0.02%	Reduced
1215	JFA JNBA Financial Advisors Bloomington, Minnesota	$21K	-$192K	2	0%	Reduced
1216	MI Markston International White Plains, New York	$21K	$0	1	0%	Maintained
1217	BRC Bell Rock Capital Rehoboth Beach, Delaware	$20K	+$30.4K	1	0.01%	New
1218	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$20K	$0	3	0%	Maintained
1219	AIC Ameritas Investment Company Lincoln, Nebraska	$19K	+$20.2K	4	0%	New
1220	MWA Meridian Wealth Advisors Austin, Texas	$19K	+$23.1K	1	0.01%	New
1221	CBT Capital Bank & Trust Irvine, California	$18K	-$2K	2	0%	Reduced
1222	Fuller & Thaler Asset Management San Mateo, California	$18K	$0	1	0%	Maintained
1223	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$18K	$0	1	0.01%	Maintained
1224	BWA BDO Wealth Advisors Jacksonville, Florida	$17K	$0	2	0.01%	Maintained
1225	OTC Opera Trading Capital Paris, France	$17K	-$297K	1	0%	Reduced