← 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
1401	AFIA America First Investment Advisors Omaha, Nebraska	$22K	-$5.83K	1	0.01%	Reduced
1402	BAM Bellevue Asset Management Bellevue, Washington	$22K	+$1.23K	4	0.01%	Increased
1403	HS Horan Securities Cincinnati, United States	$22K	$0	1	0.02%	Maintained
1404	RWM Raffa Wealth Management Washington, District of Columbia	$21.5K	+$4.55K	6	0.01%	Increased
1405	RA Reby Advisors Danbury, Connecticut	$21K	+$19.9K	2	0.01%	New
1406	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$21K	+$19.8K	3	0.02%	New
1407	BWP Baldwin Wealth Partners Marion, Massachusetts	$20K	$0	1	0%	Maintained
1408	EWA Evolution Wealth Advisors Aventura, Florida	$20K	-$27.4K	3	0%	Reduced
1409	SA SRH Advisors Salina, Kansas	$20K	$0	2	0.03%	Maintained
1410	CB CNB Bank Clearfield, Pennsylvania	$19K	$0	2	0.01%	Maintained
1411	FCB First Command Bank Fort Worth, Texas	$19K	$0	1	0%	Maintained
1412	FCFS First Command Financial Services Fort Worth, Texas	$19K	$0	1	0%	Maintained
1413	ME McIlrath & Eck Arlington, Washington	$19K	+$13.8K	2	0.01%	Increased
1414	CAL Capital Advisors Ltd Shaker Heights, Ohio	$18K	$0	1	0%	Maintained
1415	TC Tacita Capital Toronto, Ontario, Canada	$18K	+$18.1K	1	0.01%	New
1416	FFA Founders Financial Alliance Raleigh, North Carolina	$17K	-$8.3K	1	0.01%	Reduced
1417	Harding Loevner Bridgewater, New Jersey	$17K	$0	1	0%	Maintained
1418	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$16K	$0	1	0%	Maintained
1419	CFD Creative Financial Designs Kokomo, Indiana	$15K	-$89.8K	4	0%	Reduced
1420	D Diversified Wilmington, Delaware	$15K	+$14.9K	1	0.01%	New
1421	SL Savior LLC Wellesley Hills, Massachusetts	$15K	$0	4	0.01%	Maintained
1422	TF Tompkins Financial Ithaca, New York	$15K	$0	1	0%	Maintained
1423	FCM Firestone Capital Management Coral Gables, Florida	$14K	$0	1	0.01%	Maintained
1424	SFSIG San Francisco Sentry Investment Group San Francisco, California	$13K	-$5.77K	3	0.01%	Reduced
1425	Arkadios Wealth Advisors Atlanta, Georgia	$12K	-$3.51K	2	0%	Reduced