← 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	MIS Morningstar Investment Services Chicago, Illinois	$216K	-$4.55M	1	0%	Reduced
1352	SP Successful Portfolios Clearwater, Florida	$216K	$0	1	0.12%	Maintained
1353	CFA Compass Financial Advisors Fort Wayne, Indiana	$215K	-$19.2K	1	0.24%	Reduced
1354	SA SL Advisors Westfield, New Jersey	$215K	-$2.73K	1	0.44%	Reduced
1355	VCP Verus Capital Partners Scottsdale, Arizona	$214K	+$222K	1	0.03%	New
1356	ACS Archford Capital Strategies Swansea, Illinois	$213K	+$210K	1	0.05%	New
1357	FBFS First Business Financial Services Madison, Wisconsin	$213K	$0	1	0.02%	Maintained
1358	MA MKT Advisors Escondido, California	$213K	-$1.4K	1	0.16%	Reduced
1359	PL Pluribus Labs Mill Valley, California	$212K	-$722K	1	0.84%	Reduced
1360	PMA Prudent Man Advisors Naperville, Illinois	$211K	+$188K	1	0.09%	New
1361	CS Comerica Securities Detroit, Michigan	$210K	+$2.9K	1	0.01%	Increased
1362	FIM Freedom Investment Management Hartford, Connecticut	$210K	-$1.4K	1	0.02%	Reduced
1363	RB Renasant Bank Tupelo, Mississippi	$210K	+$213K	1	0.14%	New
1364	Spire Wealth Management Mclean, Virginia	$209K	-$77.8K	8	0.01%	Reduced
1365	WSC Wellington Shields & Co New York	$208K	$0	1	0.07%	Maintained
1366	Ballentine Partners Waltham, Massachusetts	$206K	+$209K	1	0.01%	New
1367	BST Bath Savings Trust Bath, Maine	$206K	$0	1	0.02%	Maintained
1368	CFD Creative Financial Designs Kokomo, Indiana	$206K	+$61.7K	5	0.03%	Increased
1369	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$206K	$0	1	0.02%	Maintained
1370	QIM Quantitative Investment Management Charlottesville, Virginia	$206K	+$201K	1	0.02%	New
1371	HM Payson & Co Portland, Maine	$205K	-$11.9K	3	0%	Reduced
1372	MA Mutual Advisors Omaha, Nebraska	$205K	-$83.7K	1	0.01%	Reduced
1373	TC Titleist Capital San Antonio, Texas	$205K	-$14.5K	1	0.04%	Reduced
1374	ABLA Alan B. Lancz & Associates Toledo, Ohio	$204K	+$199K	1	0.18%	New
1375	DA Denali Advisors San Diego, California	$204K	+$22.5K	1	0.08%	Increased