← 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	SGAM Smith Group Asset Management Dallas, Texas	$23K	+$10.9K	2	0%	Increased
1427	BWP Baldwin Wealth Partners Marion, Massachusetts	$22K	-$50K	1	0%	Reduced
1428	EWA Evolution Wealth Advisors Aventura, Florida	$21K	$0	3	0%	Maintained
1429	Harding Loevner Bridgewater, New Jersey	$21K	$0	1	0%	Maintained
1430	TF TimeScale Financial Danvers, Massachusetts	$21K	-$102	2	0.01%	Reduced
1431	FP Financial Perspectives Minneapolis, Minnesota	$20.4K	$0	1	0.01%	Maintained
1432	CMF Counterpoint Mutual Funds San Diego, California	$20K	-$4.87K	1	0.02%	Reduced
1433	Country Trust Bank Bloomington, Illinois	$20K	$0	1	0%	Maintained
1434	RWM Raffa Wealth Management Washington, District of Columbia	$19.5K	+$4.15K	6	0.01%	Increased
1435	AW Alaethes Wealth Glenbrook, Nevada	$19K	$0	1	0.01%	Maintained
1436	AFIA America First Investment Advisors Omaha, Nebraska	$19K	$0	1	0.01%	Maintained
1437	Credit Agricole Montrouge Cedex, France	$19K	$0	1	0%	Maintained
1438	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$18K	+$18.1K	1	0.01%	New
1439	CAL Capital Advisors Ltd Shaker Heights, Ohio	$17K	$0	1	0%	Maintained
1440	RCA Ranch Capital Advisors Sarasota, Florida	$17K	+$16.9K	2	0.01%	Increased
1441	TC Tacita Capital Toronto, Ontario, Canada	$17K	$0	1	0.01%	Maintained
1442	TVWM Tower View Wealth Management Shorewood, Wisconsin	$17K	+$16.9K	1	0.01%	New
1443	ADL Asset Dedication LLC San Francisco, California	$16K	-$43K	2	0%	Reduced
1444	CB CNB Bank Clearfield, Pennsylvania	$16K	$0	2	0.01%	Maintained
1445	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$16K	-$2K	4	0%	Reduced
1446	LF Lee Financial Dallas, Texas	$16K	$0	3	0%	Maintained
1447	MCM MV Capital Management Bethesda, Maryland	$16K	+$5.18K	3	0%	Increased
1448	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$16K	$0	1	0.01%	Maintained
1449	PMFA Plante Moran Financial Advisors Southfield, Michigan	$16K	+$3.04K	3	0%	Increased
1450	FCM Firestone Capital Management Coral Gables, Florida	$15K	$0	1	0.01%	Maintained