← 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	RE RBC Europe London, United Kingdom	$38.8K	+$13.4K	3	0%	Increased
1402	BWM BerganKDV Wealth Management Bloomington, Minnesota	$37K	+$37	3	0%	Increased
1403	EARNEST Partners Atlanta, Georgia	$37K	$0	5	0%	Maintained
1404	LWM Liberty Wealth Management Oakland, California	$37K	-$9.66K	3	0.01%	Reduced
1405	EWM Endurance Wealth Management Providence, Rhode Island	$36K	$0	2	0%	Maintained
1406	FPB First PREMIER Bank Sioux Falls, South Dakota	$36K	$0	2	0.01%	Maintained
1407	FWM FFT Wealth Management Philadelphia, Pennsylvania	$35K	+$30.3K	1	0.01%	New
1408	TC Trust Company Manhattan, Kansas	$35K	$0	2	0.02%	Maintained
1409	JFA JNBA Financial Advisors Bloomington, Minnesota	$34K	$0	2	0%	Maintained
1410	PWMG Prestige Wealth Management Group Flemington, New Jersey	$33K	$0	7	0.01%	Maintained
1411	PO Private Ocean San Rafael, California	$33K	$0	2	0%	Maintained
1412	CCA Column Capital Advisors Indianapolis, Indiana	$32K	-$120	5	0.01%	Reduced
1413	HI Hudock Inc Williamsport, Pennsylvania	$32K	+$3.92K	2	0.01%	Increased
1414	HFA Hoover Financial Advisors Malvern, Pennsylvania	$31K	$0	2	0.01%	Maintained
1415	NSB Norway Savings Bank Portland, Maine	$31K	$0	1	0.02%	Maintained
1416	EWM Evermay Wealth Management Arlington, Virginia	$30K	+$29.8K	3	0.01%	New
1417	ASBI American State Bank (Iowa) Sioux Center, Iowa	$29.7K	+$22.5K	2	0.02%	Increased
1418	Bartlett & Co Wealth Management Cincinnati, Ohio	$29.1K	$0	1	0%	Maintained
1419	Bartlett & Co Cincinnati, Ohio	$29K	$0	1	0%	Maintained
1420	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$28K	-$2.3K	3	0.02%	Reduced
1421	FRA Front Row Advisors Tiburon, California	$28K	$0	3	0.01%	Maintained
1422	FP Financial Perspectives Minneapolis, Minnesota	$26.9K	$0	1	0.01%	Maintained
1423	CMF Counterpoint Mutual Funds San Diego, California	$26K	+$25.4K	2	0.02%	New
1424	MAM McCarthy Asset Management Redwood Shores, California	$26K	$0	2	0.02%	Maintained
1425	AW Alaethes Wealth Glenbrook, Nevada	$25K	+$24.5K	1	0.02%	New