← 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	TC Tacita Capital Toronto, Ontario, Canada	$19K	$0	1	0.01%	Maintained
1402	WPC White Pine Capital Bloomington, Minnesota	$19K	+$19K	1	0.01%	New
1403	EWA Evolution Wealth Advisors Aventura, Florida	$18K	$0	3	0%	Maintained
1404	FMP Financial Management Professionals Austin, Texas	$18K	+$13.4K	3	0%	Increased
1405	FCB First Command Bank Fort Worth, Texas	$18K	$0	1	0%	Maintained
1406	FCFS First Command Financial Services Fort Worth, Texas	$18K	$0	1	0%	Maintained
1407	JCM Jacobi Capital Management Pittston, Pennsylvania	$18K	-$9.96K	1	0%	Reduced
1408	MF Manchester Financial Westlake Village, California	$17K	+$11K	2	0.01%	Increased
1409	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$17K	$0	1	0%	Maintained
1410	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$17K	-$18.8K	1	0.01%	Reduced
1411	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$17K	-$5.47K	3	0.02%	Reduced
1412	WP WealthShield Partners Cary, North Carolina	$17K	+$16.3K	3	0%	New
1413	BWP Baldwin Wealth Partners Marion, Massachusetts	$16K	-$1.4K	1	0%	Reduced
1414	Harding Loevner Bridgewater, New Jersey	$16K	$0	1	0%	Maintained
1415	Country Trust Bank Bloomington, Illinois	$15K	-$25.1K	1	0%	Reduced
1416	Credit Agricole Montrouge Cedex, France	$15K	-$9.91K	1	0%	Reduced
1417	SFPG Stonebridge Financial Planning Group Orlando, Florida	$15K	$0	1	0.01%	Maintained
1418	TF Tompkins Financial Ithaca, New York	$15K	$0	1	0%	Maintained
1419	RWM Raffa Wealth Management Washington, District of Columbia	$14.7K	-$6.21K	5	0.01%	Reduced
1420	CFD Creative Financial Designs Kokomo, Indiana	$14K	-$2.11K	4	0%	Reduced
1421	FCM Firestone Capital Management Coral Gables, Florida	$14K	$0	1	0.01%	Maintained
1422	RIM Rockbridge Investment Management Syracuse, New York	$14K	$0	2	0%	Maintained
1423	SL Savior LLC Wellesley Hills, Massachusetts	$14K	-$55	4	0.01%	Reduced
1424	LF Lee Financial Dallas, Texas	$13K	+$12.3K	2	0%	New
1425	SFSIG San Francisco Sentry Investment Group San Francisco, California	$13K	$0	3	0.01%	Maintained