← 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
1451	WQ Wealth Quarterback Toms River, New Jersey	$16K	+$14.2K	4	0.01%	New
1452	FCM Firestone Capital Management Coral Gables, Florida	$15K	$0	1	0.01%	Maintained
1453	RIM Rockbridge Investment Management Syracuse, New York	$15K	$0	2	0%	Maintained
1454	FI FormulaFolio Investments Grand Rapids, Michigan	$14K	$0	1	0%	Maintained
1455	PMFA Plante Moran Financial Advisors Southfield, Michigan	$14K	+$4.99K	3	0%	Increased
1456	SIS Sound Income Strategies Ft Lauderdale, Florida	$14K	-$10.8K	3	0%	Reduced
1457	SFSIG San Francisco Sentry Investment Group San Francisco, California	$13K	$0	3	0.01%	Maintained
1458	CCM Cribstone Capital Management Augusta, Maine	$12K	-$10K	1	0.01%	Reduced
1459	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$12K	$0	1	0.01%	Maintained
1460	DA Denali Advisors San Diego, California	$12K	$0	1	0%	Maintained
1461	CFN Cordasco Financial Network Naples, Florida	$11K	$0	1	0.01%	Maintained
1462	GG Gleason Group Prospect, Kentucky	$11K	+$160	1	0%	Increased
1463	MI Markston International White Plains, New York	$11K	-$12.5K	1	0.01%	Reduced
1464	MCM MV Capital Management Bethesda, Maryland	$11K	+$8.89K	3	0%	Increased
1465	CWA Clearview Wealth Advisors Salem, Oregon	$10K	+$117	2	0.01%	Increased
1466	IP Isthmus Partners Madison, Wisconsin	$10K	+$10K	1	0%	New
1467	PWS Paragon Wealth Strategies Jacksonville, Florida	$10K	+$9.58K	1	0%	New
1468	PCTC Perkins Coie Trust Company Seattle, Washington	$10K	-$11.7K	1	0%	Reduced
1469	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$9K	+$6.05K	1	0%	Increased
1470	AWM Accel Wealth Management Waverly, Iowa	$8K	$0	2	0.01%	Maintained
1471	CAM ClariVest Asset Management San Diego, California	$8K	-$1.6M	1	0%	Reduced
1472	LWA Lowe Wealth Advisors Columbia, Maryland	$8K	$0	1	0%	Maintained
1473	SAM S.A. Mason Holland, Michigan	$8K	$0	1	0.01%	Maintained
1474	BWM Baystate Wealth Management Boston, Massachusetts	$7K	$0	3	0%	Maintained
1475	CIR Clear Investment Research Alpharetta, Georgia	$7K	+$37	2	0.01%	Increased