← 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	HT Heritage Trust Oklahoma City, Oklahoma	$14K	$0	1	0.01%	Maintained
1277	HR Howe & Rusling Rochester, New York	$14K	+$11.2K	1	0%	Increased
1278	PI Parkside Investments Deerfield, Illinois	$14K	+$16.2K	1	0.01%	New
1279	WA WP Advisors San Francisco, California	$14K	$0	1	0.01%	Maintained
1280	RWA River Wealth Advisors Camp Hill, Pennsylvania	$13K	$0	1	0%	Maintained
1281	Brinker Capital Investments Berwyn, Pennsylvania	$12K	+$1.03K	2	0%	Increased
1282	GWS Glassman Wealth Services Vienna, Virginia	$12K	-$792	5	0.01%	Reduced
1283	SCM Southport Capital Management Chattanooga, Tennessee	$12K	+$13K	3	0.01%	New
1284	TL TrueWealth LLC Atlanta, Georgia	$12K	$0	3	0.01%	Maintained
1285	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$11K	$0	1	0.01%	Maintained
1286	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$10K	$0	1	0.01%	Maintained
1287	Glazer Capital LLC New York	$10K	+$9.7K	1	0%	New
1288	LNB Ledyard National Bank	$10K	+$6.21K	2	0%	Increased
1289	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$10K	$0	2	0.01%	Maintained
1290	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$10K	$0	1	0.01%	Maintained
1291	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	$0	2	0%	Maintained
1292	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$9K	$0	1	0.01%	Maintained
1293	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$9K	$0	1	0%	Maintained
1294	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$9K	-$4.05K	1	0.01%	Reduced
1295	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$9K	+$10.1K	1	0%	New
1296	CIA Cascade Investment Advisors Oregon City, Oregon	$8.86K	+$3.83K	1	0.01%	Increased
1297	HAM Highstreet Asset Management London, Ontario, Canada	$8K	+$7.52K	2	0%	New
1298	OFW Omnia Family Wealth Aventura, Florida	$8K	-$10.7K	3	0%	Reduced
1299	TFA Transamerica Financial Advisors St. Petersburg, Florida	$8K	+$6.36K	2	0%	Increased
1300	CIR Clear Investment Research Alpharetta, Georgia	$7K	+$7.72K	2	0.01%	New