← 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
1301	FRA Front Row Advisors Tiburon, California	$26K	-$49	4	0.02%	Reduced
1302	KC Knuff & Co Foster City, California	$26K	$0	1	0.02%	Maintained
1303	PO Private Ocean San Rafael, California	$26K	$0	1	0.01%	Maintained
1304	JFA Johanson Financial Advisors Campbell, California	$25.4K	+$23.6K	1	0.01%	New
1305	AFIA America First Investment Advisors Omaha, Nebraska	$25K	$0	1	0.01%	Maintained
1306	GWS Glassman Wealth Services Vienna, Virginia	$25K	+$1.5K	9	0.01%	Increased
1307	1NWS 1 North Wealth Services Annapolis, Maryland	$24K	$0	1	0.01%	Maintained
1308	MF Manchester Financial Westlake Village, California	$24K	+$22.5K	2	0.01%	New
1309	TF Tompkins Financial Ithaca, New York	$24K	+$5.79K	1	0%	Increased
1310	ACM Allred Capital Management Dallas, Texas	$22.6K	+$19.7K	2	0.01%	New
1311	Simon Quick Advisors Morristown, New Jersey	$22K	+$13.6K	3	0.01%	Increased
1312	TC Trust Company Manhattan, Kansas	$22K	-$18K	1	0.02%	Reduced
1313	PMFA Plante Moran Financial Advisors Southfield, Michigan	$21K	+$13.9K	2	0.01%	Increased
1314	SL Salomon & Ludwin Richmond, Virginia	$21K	+$18.6K	2	0%	New
1315	TI tru Independence Portland, Oregon	$20K	+$23.3K	2	0%	New
1316	Arkadios Wealth Advisors Atlanta, Georgia	$19.2K	+$15.9K	4	0.01%	New
1317	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$19K	-$486K	1	0%	Reduced
1318	CB CNB Bank Clearfield, Pennsylvania	$19K	$0	2	0.02%	Maintained
1319	CA CXI Advisors Auburn, Indiana	$19K	+$17.1K	2	0.04%	New
1320	HI Hudock Inc Williamsport, Pennsylvania	$19K	+$116	1	0.01%	Increased
1321	SFPG Stonebridge Financial Planning Group Orlando, Florida	$19K	+$19K	1	0.02%	New
1322	TFS TrustCore Financial Services Brentwood, Tennessee	$19K	$0	2	0%	Maintained
1323	WPA West Paces Advisors Atlanta, Georgia	$17.6K	-$1.51K	3	0.01%	Reduced
1324	CAL Capital Advisors Ltd Shaker Heights, Ohio	$17K	$0	1	0%	Maintained
1325	MCA Mercer Capital Advisers Little Silver, New Jersey	$17K	$0	1	0.01%	Maintained