← 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
1251	HAM Highstreet Asset Management London, Ontario, Canada	$4K	-$447K	2	0%	Reduced
1252	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$4K	$0	1	0%	Maintained
1253	PMFA Plante Moran Financial Advisors Southfield, Michigan	$4K	$0	1	0%	Maintained
1254	TWI Thomas White International Chicago, Illinois	$4K	-$198	1	0%	Reduced
1255	WCM Whitener Capital Management Rocky Mount, North Carolina	$4K	$0	3	0%	Maintained
1256	Allworth Financial Folsom, California	$3K	-$1K	2	0%	Reduced
1257	APC Aspire Private Capital Cornelius, North Carolina	$3K	$0	1	0%	Maintained
1258	FCMT Founders Capital Management (Texas) Houston, Texas	$3K	$0	1	0%	Maintained
1259	IAS IMA Advisory Services Denver, Colorado	$3K	$0	1	0%	Maintained
1260	JIR James Investment Research Alpha, Ohio	$3K	-$3K	1	0%	Reduced
1261	LF Lee Financial Dallas, Texas	$3K	$0	1	0%	Maintained
1262	ME McIlrath & Eck Arlington, Washington	$3K	$0	1	0%	Maintained
1263	PCFFS Pacific Center for Financial Services San Ramon, California	$3K	$0	2	0%	Maintained
1264	TIM Tortoise Investment Management White Plains, New York	$3K	$0	1	0%	Maintained
1265	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	-$2.24K	1	0%	Reduced
1266	AC Avestar Capital New York	$2K	-$893	4	0%	Reduced
1267	GAM Griffin Asset Management New York	$2K	+$2.18K	1	0%	New
1268	JCM Julex Capital Management Wellesley, Massachusetts	$2K	-$2.58K	1	0%	Reduced
1269	LWA Lowe Wealth Advisors Columbia, Maryland	$2K	$0	1	0%	Maintained
1270	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$2K	+$2.07K	1	0%	New
1271	RBC Roble Belko & Company Sewickley, Pennsylvania	$2K	+$2.61K	1	0%	New
1272	Fidelity International Hamilton, Bermuda	$1K	-$899	2	0%	Reduced
1273	NCM Nelson Capital Management Menlo Park, California	$1K	$0	1	0%	Maintained
1274	TCM TD Capital Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1275	1WCM 12 West Capital Management New York	$0	-$14.7M	0	–	Closed