← 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
1276	LF Lee Financial Dallas, Texas	$14K	$0	3	0%	Maintained
1277	WA WP Advisors San Francisco, California	$14K	+$13.4K	1	0.01%	New
1278	TL TrueWealth LLC Atlanta, Georgia	$13K	$0	3	0.01%	Maintained
1279	RWA River Wealth Advisors Camp Hill, Pennsylvania	$12K	+$11.3K	1	0%	New
1280	Brinker Capital Investments Berwyn, Pennsylvania	$11K	$0	1	0%	Maintained
1281	FCB First Command Bank Fort Worth, Texas	$11K	$0	1	0%	Maintained
1282	FCFS First Command Financial Services Fort Worth, Texas	$11K	$0	1	0%	Maintained
1283	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$11K	$0	2	0.01%	Maintained
1284	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$11K	-$10K	1	0.01%	Reduced
1285	NMC Nine Masts Capital Central, Hong Kong	$11K	-$182K	1	0%	Reduced
1286	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$11K	-$6.17K	1	0.01%	Reduced
1287	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$10K	$0	1	0.01%	Maintained
1288	GWA Guidant Wealth Advisors Palatine, Illinois	$10K	+$7.86K	2	0%	Increased
1289	IAS IMA Advisory Services Denver, Colorado	$10K	+$10.2K	4	0%	New
1290	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$10K	-$3K	1	0.01%	Reduced
1291	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	$0	2	0%	Maintained
1292	WCM Wealthcare Capital Management Richmond, Virginia	$10K	$0	1	0%	Maintained
1293	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$9K	$0	1	0.01%	Maintained
1294	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$8K	-$13K	1	0%	Reduced
1295	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$8K	$0	1	0.01%	Maintained
1296	CIA Cascade Investment Advisors Oregon City, Oregon	$6.8K	+$6.89K	1	0.01%	New
1297	GEA Glen Eagle Advisors Kingston, New Jersey	$5.14K	$0	1	0%	Maintained
1298	CB Community Bank Dewitt, New York	$5K	-$4K	1	0%	Reduced
1299	TWI Thomas White International Chicago, Illinois	$5K	$0	1	0%	Maintained
1300	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$4K	$0	1	0%	Maintained