← 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
1501	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$20K	-$2.72K	3	0.01%	Reduced
1502	RP Repertoire Partners New York	$19K	-$185K	1	0.01%	Reduced
1503	RWM Raffa Wealth Management Washington, District of Columbia	$18.2K	-$128	6	0.01%	Reduced
1504	BWP Baldwin Wealth Partners Marion, Massachusetts	$18K	-$6.3K	2	0%	Reduced
1505	Harding Loevner Bridgewater, New Jersey	$18K	$0	1	0%	Maintained
1506	JFA JNBA Financial Advisors Bloomington, Minnesota	$18K	$0	3	0%	Maintained
1507	SouthState Corp Winter Haven, Florida	$18K	-$13.6K	3	0%	Reduced
1508	Country Trust Bank Bloomington, Illinois	$17K	$0	2	0%	Maintained
1509	PA PSI Advisors Tampa, Florida	$17K	-$7.26K	6	0.01%	Reduced
1510	RA Rise Advisors Rochester, New York	$17K	+$137	3	0.01%	Increased
1511	BWM Baystate Wealth Management Boston, Massachusetts	$16K	$0	6	0%	Maintained
1512	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$16K	-$4.26K	2	0%	Reduced
1513	SAM Selway Asset Management	$16K	+$16.8K	1	0.01%	New
1514	TC Tacita Capital Toronto, Ontario, Canada	$16K	$0	1	0.01%	Maintained
1515	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$16K	-$364	2	0.02%	Reduced
1516	TF TimeScale Financial Danvers, Massachusetts	$15K	$0	3	0%	Maintained
1517	CCA Column Capital Advisors Indianapolis, Indiana	$14K	-$15.6K	4	0%	Reduced
1518	DIP DT Investment Partners Chadds Ford, Pennsylvania	$14K	+$14.7K	3	0%	New
1519	TWI Thomas White International Chicago, Illinois	$14K	$0	1	0%	Maintained
1520	APW Acima Private Wealth Richmond, Virginia	$13.7K	$0	1	0.01%	Maintained
1521	ATC Adirondack Trust Company Saratoga Springs, New York	$13K	+$14K	1	0.01%	New
1522	AIP Almanack Investment Partners Wayne, Pennsylvania	$13K	+$13.2K	4	0%	New
1523	CT Clearstead Trust Portland, Maine	$13K	+$14.2K	2	0%	New
1524	LF Lee Financial Dallas, Texas	$13K	+$1.2K	6	0%	Increased
1525	M MOTCO San Antonio, Texas	$13K	+$13.2K	2	0%	Increased