← 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
1426	CAC Certified Advisory Corp Altamonte Springs, Florida	$11K	+$10.6K	1	0%	New
1427	CFN Cordasco Financial Network Naples, Florida	$11K	$0	1	0.01%	Maintained
1428	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$11K	-$929K	1	0.01%	Reduced
1429	DA Denali Advisors San Diego, California	$11K	-$1.41M	1	0%	Reduced
1430	FI FormulaFolio Investments Grand Rapids, Michigan	$11K	-$786K	1	0%	Reduced
1431	PMFA Plante Moran Financial Advisors Southfield, Michigan	$11K	-$12.1K	2	0%	Reduced
1432	WCM Wealthcare Capital Management Richmond, Virginia	$11K	+$10.5K	2	0%	New
1433	CWA Clearview Wealth Advisors Salem, Oregon	$10K	+$71	2	0.01%	Increased
1434	APC Aspire Private Capital Cornelius, North Carolina	$9K	+$8.7K	1	0%	New
1435	GG Gleason Group Prospect, Kentucky	$9K	$0	1	0%	Maintained
1436	AWM Accel Wealth Management Waverly, Iowa	$8K	+$272	2	0.01%	Increased
1437	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$8K	+$5.32K	3	0%	Increased
1438	ASBI American State Bank (Iowa) Sioux Center, Iowa	$7.95K	$0	2	0.01%	Maintained
1439	BWM Baystate Wealth Management Boston, Massachusetts	$7K	+$933	3	0%	Increased
1440	SAM S.A. Mason Holland, Michigan	$7K	$0	1	0.01%	Maintained
1441	CIR Clear Investment Research Alpharetta, Georgia	$6K	$0	2	0.01%	Maintained
1442	HFA HC Financial Advisors Lafayette, California	$6K	$0	1	0%	Maintained
1443	LWA Lowe Wealth Advisors Columbia, Maryland	$6K	$0	1	0%	Maintained
1444	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$6K	+$5.3K	1	0%	New
1445	WOC West Oak Capital Westlake Village, California	$6K	$0	1	0%	Maintained
1446	RA Resolute Advisors San Francisco, California	$5K	+$5.59K	2	0%	New
1447	TIM Tortoise Investment Management White Plains, New York	$5K	$0	1	0%	Maintained
1448	AIM Arcadia Investment Management Kalamazoo, Michigan	$4K	+$4.07K	1	0%	New
1449	DI Disciplined Investments Tulsa, Oklahoma	$4K	+$3.91K	1	0%	New
1450	HWM HighMark Wealth Management St. Paul, Minnesota	$4K	+$4.49K	1	0%	New