← 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
1351	WWM Wolff Wiese Magana Carslbad, California	$80K	+$273	1	0.06%	Increased
1352	PGAM Princeton Global Asset Management Princeton, New Jersey	$79K	$0	2	0.02%	Maintained
1353	ME McIlrath & Eck Arlington, Washington	$77K	+$13.4K	2	0.02%	Increased
1354	HFM Hartford Financial Management Hartford, Connecticut	$76K	$0	2	0.02%	Maintained
1355	DWA Dorsey Wright & Associates Pasadena, California	$75K	-$11.4K	1	0.02%	Reduced
1356	GWS Glassman Wealth Services Vienna, Virginia	$75K	+$3.06K	8	0.02%	Increased
1357	TD Ameritrade Investment Management Omaha, Nebraska	$75K	-$85.2K	4	0%	Reduced
1358	BWA BDO Wealth Advisors Jacksonville, Florida	$74K	-$22K	5	0.01%	Reduced
1359	EIP Ellis Investment Partners Berwyn, Pennsylvania	$74K	+$31.1K	1	0.02%	Increased
1360	DSC Duncker Streett & Co St. Louis, Missouri	$73K	$0	2	0.01%	Maintained
1361	Lincoln National Corp Radnor, Pennsylvania	$73K	+$76.2K	1	0%	New
1362	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$73K	+$73.2K	1	0%	New
1363	FMP Financial Management Professionals Austin, Texas	$72K	+$86K	3	0.02%	Increased
1364	HR Howe & Rusling Rochester, New York	$72K	+$370	4	0.01%	Increased
1365	FPFS First Personal Financial Services Charlotte, North Carolina	$71K	$0	2	0.02%	Maintained
1366	NR Newfound Research Wellesley Hills, Massachusetts	$69K	-$37.2K	1	0.11%	Reduced
1367	TLCM Twin Lakes Capital Management Redwood Shores, California	$69K	+$136	3	0.04%	Increased
1368	VCM Versant Capital Management Phoenix, Arizona	$69K	+$4.02K	8	0.02%	Increased
1369	PVH Psagot Value Holdings Tel Aviv, Israel	$68K	$0	1	0.01%	Maintained
1370	SC Sierra Capital Miami, Florida	$68K	$0	1	0.01%	Maintained
1371	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$67K	-$16.9K	2	0.04%	Reduced
1372	WPC White Pine Capital Bloomington, Minnesota	$67K	-$12.7K	1	0.02%	Reduced
1373	LWA Lenox Wealth Advisors New York	$60K	$0	2	0.01%	Maintained
1374	TFO Tarbox Family Office Newport Beach, California	$60K	-$609	6	0.01%	Reduced
1375	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$57K	+$59.5K	4	0.01%	New