← 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
1226	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$9K	+$1.98K	2	0.01%	Increased
1227	CFN Cordasco Financial Network Naples, Florida	$9K	-$14K	1	0.01%	Reduced
1228	LPWM Lake Point Wealth Management Rockwall, Texas	$9K	$0	1	0%	Maintained
1229	MCM MV Capital Management Bethesda, Maryland	$9K	-$1.02K	2	0%	Reduced
1230	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$9K	$0	1	0.01%	Maintained
1231	SWP Strategic Wealth Partners Independence, Ohio	$9K	+$11.2K	2	0%	New
1232	ED Exane Derivatives Paris, France	$8.59K	-$1.63K	1	0%	Reduced
1233	CAC Certified Advisory Corp Altamonte Springs, Florida	$8K	$0	1	0%	Maintained
1234	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$8K	-$27.7K	4	0.01%	Reduced
1235	IWA Intercontinental Wealth Advisors San Antonio, Texas	$8K	-$6.4K	1	0%	Reduced
1236	LWM Liberty Wealth Management Oakland, California	$8K	$0	2	0.01%	Maintained
1237	W WealthStone Columbus, Ohio	$7.44K	+$7.36K	4	0%	New
1238	Citizens Financial Group Providence, Rhode Island	$7K	-$19.3K	2	0%	Reduced
1239	CJA C-J Advisory San Jose, California	$7K	$0	1	0%	Maintained
1240	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$7K	$0	1	0%	Maintained
1241	WPW Winthrop Partners - WNY Buffalo, New York	$6.34K	$0	1	0%	Maintained
1242	CIR Clear Investment Research Alpharetta, Georgia	$6K	$0	2	0.01%	Maintained
1243	JCM Jacobi Capital Management Pittston, Pennsylvania	$5K	$0	2	0%	Maintained
1244	TD Ameritrade Investment Management Omaha, Nebraska	$5K	+$4.6K	3	0%	Increased
1245	TFA Transamerica Financial Advisors St. Petersburg, Florida	$5K	+$4.28K	2	0%	New
1246	TL TrueWealth LLC Atlanta, Georgia	$5K	$0	3	0%	Maintained
1247	WOC West Oak Capital Westlake Village, California	$5K	$0	1	0%	Maintained
1248	GEA Glen Eagle Advisors Kingston, New Jersey	$4.41K	+$222	2	0%	Increased
1249	CB Community Bank Dewitt, New York	$4K	$0	1	0%	Maintained
1250	EI Ellevest Inc New York	$4K	+$2.31K	2	0%	Increased