← 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	TL TrueWealth LLC Atlanta, Georgia	$4K	-$5.13K	3	0%	Reduced
1277	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$4K	+$5.76K	2	0%	New
1278	WCM Whitener Capital Management Rocky Mount, North Carolina	$4K	-$37K	3	0%	Reduced
1279	GEA Glen Eagle Advisors Kingston, New Jersey	$3.81K	$0	1	0%	Maintained
1280	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$3K	+$4.3K	1	0%	New
1281	LF Lee Financial Dallas, Texas	$3K	-$4K	1	0%	Reduced
1282	TD Ameritrade Investment Management Omaha, Nebraska	$3K	+$1.68K	1	0%	Increased
1283	TIM Tortoise Investment Management White Plains, New York	$3K	$0	1	0%	Maintained
1284	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$3K	$0	2	0%	Maintained
1285	VanEck Associates New York	$3K	+$5.11K	1	0%	New
1286	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	$0	1	0%	Maintained
1287	AF Arrow Financial Glens Falls, New York	$2K	+$2.81K	1	0%	New
1288	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	+$2.36K	1	0%	New
1289	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$2K	+$3.33K	1	0%	New
1290	DBT Dubuque Bank & Trust Dubuque, Iowa	$2K	$0	1	0%	Maintained
1291	Fidelity International Hamilton, Bermuda	$2K	-$2.32K	1	0%	Reduced
1292	FWM Focused Wealth Management Newburgh, New York	$2K	+$3.65K	1	0%	New
1293	HM Payson & Co Portland, Maine	$2K	-$320K	1	0.01%	Reduced
1294	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$2K	$0	1	0%	Maintained
1295	PCFFS Pacific Center for Financial Services San Ramon, California	$2K	$0	2	0%	Maintained
1296	CX Institutional Auburn, Indiana	$1K	+$643	1	0%	New
1297	EI Ellevest Inc New York	$1K	+$1.29K	1	0%	New
1298	HR Howe & Rusling Rochester, New York	$1K	-$11.3K	1	0%	Reduced
1299	JCM Julex Capital Management Wellesley, Massachusetts	$1K	+$1.5K	1	0%	New
1300	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	$0	1	0%	Maintained