← 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	MFW Meristem Family Wealth Minnetonka, Minnesota	$295K	$0	1	0.05%	Maintained
1202	Venture Visionary Partners Sylvania, Ohio	$295K	+$1.61K	1	0.02%	Increased
1203	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$294K	+$256K	1	0.03%	New
1204	Waldron Private Wealth Bridgeville, Pennsylvania	$294K	+$282K	1	0.02%	New
1205	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$290K	+$278K	1	0.06%	New
1206	NRI NFP Retirement Inc Aliso Viejo, California	$290K	+$37	1	0.11%	Increased
1207	Jones Financial Companies Des Peres, Missouri	$286K	-$95.2K	2	0%	Reduced
1208	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$286K	+$25.6K	1	0.21%	Increased
1209	KCM Kathmere Capital Management Wayne, Pennsylvania	$285K	-$1.01K	1	0.05%	Reduced
1210	Stock Yards Bank & Trust Louisville, Kentucky	$285K	+$294K	1	0.02%	New
1211	WCM Weik Capital Management Wyomissing, Pennsylvania	$282K	$0	1	0.11%	Maintained
1212	CFGS Concourse Financial Group Securities Birmingham, Alabama	$280K	-$68.2K	7	0.02%	Reduced
1213	IFG Advisory Atlanta, Georgia	$280K	-$296K	1	0.03%	Reduced
1214	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$280K	+$288K	1	0.2%	New
1215	Caprock Group Boise, Idaho	$279K	-$221K	1	0.03%	Reduced
1216	CWM Connecticut Wealth Management Farmington, Connecticut	$279K	$0	1	0.02%	Maintained
1217	CreativeOne Wealth Overland Park, Kansas	$275K	-$11.8K	1	0.02%	Reduced
1218	PDM Penn Davis McFarland Dallas, Texas	$275K	$0	1	0.05%	Maintained
1219	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$273K	+$8.01K	1	0.04%	Increased
1220	TWM TriaGen Wealth Management Calabasas, California	$271K	-$936	1	0.14%	Reduced
1221	WA1 Wimmer Associates 1 Pasadena, California	$271K	+$34.3K	1	0.16%	Increased
1222	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$270K	-$47.5K	1	0.03%	Reduced
1223	AA Aufman Associates Sewickley, Pennsylvania	$268K	$0	1	0.21%	Maintained
1224	Y-Intercept (HK) Hong Kong	$268K	-$906K	1	0.07%	Reduced
1225	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$266K	$0	1	0.02%	Maintained