← 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
1326	TF Tompkins Financial Ithaca, New York	$14K	-$4.14K	1	0%	Reduced
1327	FCM Firestone Capital Management Coral Gables, Florida	$12K	$0	1	0.01%	Maintained
1328	FIA FNY Investment Advisers New York	$12K	-$247K	2	0.01%	Reduced
1329	SFPG Stonebridge Financial Planning Group Orlando, Florida	$12K	$0	1	0.01%	Maintained
1330	Advisory Alpha Holland, Michigan	$11K	+$10.8K	2	0%	New
1331	FPB First PREMIER Bank Sioux Falls, South Dakota	$11K	$0	1	0%	Maintained
1332	GG Gleason Group Prospect, Kentucky	$11K	+$129	1	0.01%	Increased
1333	SL Savior LLC Wellesley Hills, Massachusetts	$11K	$0	4	0.01%	Maintained
1334	WPA West Paces Advisors Atlanta, Georgia	$10.4K	-$7.3K	2	0.01%	Reduced
1335	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$10K	$0	1	0%	Maintained
1336	CFN Cordasco Financial Network Naples, Florida	$9K	$0	1	0.01%	Maintained
1337	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$9K	$0	1	0%	Maintained
1338	JSC Jackson Square Capital San Francisco, California	$9K	$0	1	0%	Maintained
1339	SIS Sound Income Strategies Ft Lauderdale, Florida	$9K	$0	4	0%	Maintained
1340	AWW Alan W. Weber	$8K	$0	1	0%	Maintained
1341	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$8K	-$3.77K	2	0%	Reduced
1342	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$7K	$0	1	0%	Maintained
1343	CIR Clear Investment Research Alpharetta, Georgia	$6K	+$101	2	0.01%	Increased
1344	HFA HC Financial Advisors Lafayette, California	$6K	-$15K	1	0%	Reduced
1345	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$6K	$0	1	0%	Maintained
1346	PW Price Wealth Austin, Texas	$6K	$0	3	0%	Maintained
1347	SAM S.A. Mason Holland, Michigan	$6K	$0	1	0.01%	Maintained
1348	WB West Bancorporation West Des Moines, Iowa	$6K	$0	2	0.01%	Maintained
1349	BWM Baystate Wealth Management Boston, Massachusetts	$5K	+$101	3	0%	Increased
1350	CA Crewe Advisors Salt Lake City, Utah	$5K	+$4.1K	3	0%	New