← 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	TCM TD Capital Management Memphis, Tennessee	$8K	+$6.97K	2	0%	Increased
1277	VNA Valley National Advisers Bethlehem, Pennsylvania	$8K	+$8.36K	2	0%	Increased
1278	WPW Winthrop Partners - WNY Buffalo, New York	$7.27K	$0	1	0%	Maintained
1279	CIR Clear Investment Research Alpharetta, Georgia	$7K	+$29	2	0.02%	Increased
1280	JCM Jacobi Capital Management Pittston, Pennsylvania	$7K	$0	2	0%	Maintained
1281	MCM MV Capital Management Bethesda, Maryland	$7K	-$3.47K	2	0%	Reduced
1282	Simon Quick Advisors Morristown, New Jersey	$7K	+$6.13K	1	0%	New
1283	JCM Julex Capital Management Wellesley, Massachusetts	$6K	+$3.28K	2	0.01%	Increased
1284	LWM Lenox Wealth Management Cincinnati, Ohio	$6K	-$9K	2	0%	Reduced
1285	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$6K	-$5.69K	1	0%	Reduced
1286	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$6K	-$2.88K	4	0%	Reduced
1287	WOC West Oak Capital Westlake Village, California	$6K	$0	1	0%	Maintained
1288	PMFA Plante Moran Financial Advisors Southfield, Michigan	$5K	$0	1	0%	Maintained
1289	TD Ameritrade Investment Management Omaha, Nebraska	$5K	+$155	2	0%	Increased
1290	TL TrueWealth LLC Atlanta, Georgia	$5K	$0	3	0%	Maintained
1291	WCM Whitener Capital Management Rocky Mount, North Carolina	$5K	+$29	3	0%	Increased
1292	RWM Raffa Wealth Management Washington, District of Columbia	$4.74K	+$4.57K	4	0%	New
1293	GEA Glen Eagle Advisors Kingston, New Jersey	$4.49K	$0	2	0%	Maintained
1294	Allworth Financial Folsom, California	$4K	$0	2	0%	Maintained
1295	BWM Baystate Wealth Management Boston, Massachusetts	$4K	-$59.1K	3	0%	Reduced
1296	HAM Highstreet Asset Management London, Ontario, Canada	$4K	$0	2	0%	Maintained
1297	JIR James Investment Research Alpha, Ohio	$4K	$0	1	0%	Maintained
1298	APC Aspire Private Capital Cornelius, North Carolina	$3K	$0	1	0%	Maintained
1299	CB Community Bank Dewitt, New York	$3K	$0	1	0%	Maintained
1300	DOA D'Orazio & Associates Falls Church, Virginia	$3K	+$3.54K	1	0%	New