← 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	Goldstone Financial Group Oakbrook Terrace, Illinois	$223K	+$215K	1	0.05%	New
1427	SM Sciencast Management Princeton, New Jersey	$223K	-$656K	1	0.14%	Reduced
1428	Dearborn Partners Chicago, Illinois	$222K	+$206K	1	0.01%	New
1429	Cozad Asset Management Champaign, Illinois	$221K	+$192K	1	0.02%	New
1430	Sivia Capital Partners Mill Valley, California	$220K	+$191K	1	0.15%	New
1431	Sargent Investment Group Bethesda, Maryland	$217K	-$6.54K	1	0.05%	Reduced
1432	MFWM Motley Fool Wealth Management Alexandria, Virginia	$215K	+$199K	1	0.01%	New
1433	Fort Point Capital Partners San Francisco, California	$215K	+$207K	1	0.03%	New
1434	PWP Phillips Wealth Planners Starkville, Mississippi	$214K	+$212K	1	0.25%	New
1435	Fidelis Capital Partners Tampa, Florida	$214K	+$198K	1	0.03%	New
1436	SP Successful Portfolios Clearwater, Florida	$214K	-$520	1	0.15%	Reduced
1437	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$214K	+$206K	1	0.06%	New
1438	GWSG GPS Wealth Strategies Group Centennial, Colorado	$214K	-$82	5	0.03%	Reduced
1439	FAG Fortitude Advisory Group Gig Harbor, Washington	$212K	-$31.7K	1	0.12%	Reduced
1440	HM Payson & Co Portland, Maine	$211K	-$6.24K	6	0%	Reduced
1441	MA MBA Advisors Hermitage, Pennsylvania	$210K	+$195K	1	0.11%	New
1442	DDD Partners Bellevue, Washington	$210K	+$194K	1	0.03%	New
1443	Freestone Capital Holdings Seattle, Washington	$209K	-$271K	1	0.01%	Reduced
1444	XML Financial Bethesda, Maryland	$207K	-$2.74K	1	0.02%	Reduced
1445	DWM Dopkins Wealth Management Williamsville, New York	$207K	+$180K	1	0.12%	New
1446	PAA Peregrine Asset Advisers Portland, Oregon	$207K	+$180K	1	0.08%	New
1447	FA FDx Advisors Chicago, Illinois	$206K	-$1.08M	1	0.03%	Reduced
1448	WR WD Rutherford Portland, Oregon	$206K	-$112K	1	0.11%	Reduced
1449	PIA Panoramic Investment Advisors Denver, Colorado	$203K	+$177K	1	0.15%	New
1450	Aureus Asset Management Boston, Massachusetts	$202K	+$187K	1	0.01%	New