← 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	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$25K	$0	1	0.01%	Maintained
1427	HS Horan Securities Cincinnati, United States	$24K	$0	2	0.02%	Maintained
1428	TF TimeScale Financial Danvers, Massachusetts	$24K	+$112	2	0.01%	Increased
1429	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$23K	+$5.02K	5	0%	Increased
1430	AFIA America First Investment Advisors Omaha, Nebraska	$22K	$0	1	0.01%	Maintained
1431	JCM Jacobi Capital Management Pittston, Pennsylvania	$22K	-$279	2	0%	Reduced
1432	EWA Evolution Wealth Advisors Aventura, Florida	$21K	$0	3	0%	Maintained
1433	FFA Founders Financial Alliance Raleigh, North Carolina	$21K	+$75	1	0.01%	Increased
1434	Harding Loevner Bridgewater, New Jersey	$20K	$0	1	0%	Maintained
1435	SA SRH Advisors Salina, Kansas	$20K	$0	2	0.02%	Maintained
1436	CB CNB Bank Clearfield, Pennsylvania	$19K	$0	2	0.01%	Maintained
1437	Credit Agricole Montrouge Cedex, France	$19K	$0	1	0%	Maintained
1438	OIA Optimum Investment Advisors Chicago, Illinois	$19K	$0	2	0.01%	Maintained
1439	Bogart Wealth LLC Mclean, Virginia	$18K	+$18.7K	1	0%	New
1440	CAL Capital Advisors Ltd Shaker Heights, Ohio	$18K	$0	1	0%	Maintained
1441	Country Trust Bank Bloomington, Illinois	$18K	$0	1	0%	Maintained
1442	RCA Ranch Capital Advisors Sarasota, Florida	$18K	-$276K	1	0%	Reduced
1443	SGAM Smith Group Asset Management Dallas, Texas	$18K	-$901K	1	0%	Reduced
1444	TC Tacita Capital Toronto, Ontario, Canada	$18K	$0	1	0.01%	Maintained
1445	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$17K	+$479	1	0.01%	Increased
1446	PP PrairieView Partners St. Paul, Minnesota	$17K	-$9K	1	0%	Reduced
1447	SFPG Stonebridge Financial Planning Group Orlando, Florida	$17K	$0	1	0.01%	Maintained
1448	RWM Raffa Wealth Management Washington, District of Columbia	$16.1K	$0	5	0.01%	Maintained
1449	LF Lee Financial Dallas, Texas	$16K	+$3.78K	3	0%	Increased
1450	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$16K	$0	1	0%	Maintained