← 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	Citizens Financial Group Providence, Rhode Island	$29K	+$27.2K	3	0%	New
1202	WCG Weaver Consulting Group Huntington Beach, California	$29K	+$28.8K	4	0.01%	New
1203	KFS Kelly Financial Services Braintree, Massachusetts	$28.3K	+$35K	4	0.03%	New
1204	IP Intellectus Partners San Francisco, California	$28K	$0	2	0.01%	Maintained
1205	AFIA America First Investment Advisors Omaha, Nebraska	$27K	$0	1	0.01%	Maintained
1206	EARNEST Partners Atlanta, Georgia	$27K	-$573	5	0%	Reduced
1207	Global Retirement Partners San Rafael, California	$27K	+$11.6K	4	0.01%	Increased
1208	PWMG Prestige Wealth Management Group Flemington, New Jersey	$27K	-$20.7K	2	0.02%	Reduced
1209	JFA JNBA Financial Advisors Bloomington, Minnesota	$26K	$0	2	0.01%	Maintained
1210	FRA Front Row Advisors Tiburon, California	$25K	-$23	4	0.02%	Reduced
1211	SFSIG San Francisco Sentry Investment Group San Francisco, California	$25K	-$6.14K	4	0.01%	Reduced
1212	CYG Clean Yield Group Norwich, Vermont	$24K	-$1.34K	1	0.01%	Reduced
1213	CFN Cordasco Financial Network Naples, Florida	$24K	$0	2	0.02%	Maintained
1214	MI Markston International White Plains, New York	$24K	$0	1	0%	Maintained
1215	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$23K	+$9.26K	2	0.01%	Increased
1216	First Horizon Advisors Memphis, Tennessee	$20K	-$14.7K	4	0%	Reduced
1217	SMFS Squar Milner Financial Services Irvine, California	$20K	$0	2	0.01%	Maintained
1218	GWS Glassman Wealth Services Vienna, Virginia	$19K	+$7.8K	5	0.01%	Increased
1219	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$19K	-$282	2	0.01%	Reduced
1220	LWM Lenox Wealth Management Cincinnati, Ohio	$19K	+$15.5K	2	0.01%	Increased
1221	BBNA Bremer Bank National Association St Paul, Minnesota	$18K	+$15.2K	2	0%	New
1222	Fuller & Thaler Asset Management San Mateo, California	$18K	$0	1	0%	Maintained
1223	CB CNB Bank Clearfield, Pennsylvania	$17K	+$14K	2	0.01%	New
1224	LPC Loeb Partners Corp New York	$17K	-$25K	1	0.35%	Reduced
1225	RIA Realta Investment Advisors Wilmington, Delaware	$17K	+$17.6K	4	0.01%	New