← 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	APW Acima Private Wealth Richmond, Virginia	$34K	-$2.9K	1	0.02%	Reduced
1277	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$34K	$0	2	0.03%	Maintained
1278	First Horizon Advisors Memphis, Tennessee	$34K	$0	2	0%	Maintained
1279	KFS Kelly Financial Services Braintree, Massachusetts	$33K	$0	4	0.03%	Maintained
1280	FRA Front Row Advisors Tiburon, California	$33K	+$1.5K	4	0.02%	Increased
1281	JCM Jacobi Capital Management Pittston, Pennsylvania	$33K	+$9.22K	3	0.01%	Increased
1282	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$33K	+$16.5K	2	0.01%	Increased
1283	TPWA TRUE Private Wealth Advisors Salem, Oregon	$33K	$0	2	0.01%	Maintained
1284	TFS TrustCore Financial Services Brentwood, Tennessee	$33K	+$13.9K	3	0.01%	Increased
1285	BWM BerganKDV Wealth Management Bloomington, Minnesota	$32K	-$5K	3	0.01%	Reduced
1286	GWS Glassman Wealth Services Vienna, Virginia	$32K	+$14K	6	0.01%	Increased
1287	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$32K	+$17.5K	1	0%	Increased
1288	KC Knuff & Co Foster City, California	$32K	$0	1	0.02%	Maintained
1289	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$32K	$0	1	0.02%	Maintained
1290	RA Rational Advisors Huntington, New York	$32K	-$520K	2	0.02%	Reduced
1291	RWB RMR Wealth Builders Montclair, New Jersey	$32K	+$30.7K	1	0.03%	New
1292	RE RBC Europe London, United Kingdom	$31.5K	$0	3	0%	Maintained
1293	JFA JNBA Financial Advisors Bloomington, Minnesota	$31K	$0	2	0.01%	Maintained
1294	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$31K	+$2.4K	6	0.01%	Increased
1295	TC Trust Company Manhattan, Kansas	$30K	+$13.3K	2	0.03%	Increased
1296	AFIA America First Investment Advisors Omaha, Nebraska	$29K	$0	1	0.01%	Maintained
1297	HFA Hoover Financial Advisors Malvern, Pennsylvania	$29K	+$26.8K	2	0.01%	New
1298	ZB Zions Bancorporation Salt Lake City, Utah	$29K	+$909	5	0%	Increased
1299	Bartlett & Co Wealth Management Cincinnati, Ohio	$28.1K	$0	1	0%	Maintained
1300	Bartlett & Co Cincinnati, Ohio	$28K	$0	1	0%	Maintained