← 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
1526	MCM MV Capital Management Bethesda, Maryland	$25K	+$7.59K	3	0%	Increased
1527	PWMG Prestige Wealth Management Group Flemington, New Jersey	$25K	-$2K	6	0.01%	Reduced
1528	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$24K	$0	1	0.01%	Maintained
1529	SGAM Smith Group Asset Management Dallas, Texas	$24K	$0	2	0%	Maintained
1530	KCM KRS Capital Management Bloomfield, Michigan	$23K	+$23.1K	2	0.02%	New
1531	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$23K	+$22.6K	2	0.01%	New
1532	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$23K	+$21.2K	4	0.04%	New
1533	FP Financial Perspectives Minneapolis, Minnesota	$21.1K	$0	1	0.01%	Maintained
1534	CCA Column Capital Advisors Indianapolis, Indiana	$21K	-$4K	3	0%	Reduced
1535	Harding Loevner Bridgewater, New Jersey	$21K	$0	1	0%	Maintained
1536	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$21K	+$9.17K	1	0%	Increased
1537	SSC Syverson Strege & Co West Des Moines, Iowa	$21K	+$13.2K	2	0.02%	Increased
1538	TF TimeScale Financial Danvers, Massachusetts	$21K	+$91	2	0%	Increased
1539	Country Trust Bank Bloomington, Illinois	$20K	$0	1	0%	Maintained
1540	RIA Richwood Investment Advisors Cincinnati, Ohio	$20K	+$17.6K	1	0.02%	New
1541	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$20K	+$19.8K	2	0.01%	New
1542	RWM Raffa Wealth Management Washington, District of Columbia	$19.7K	+$279	6	0.01%	Increased
1543	AW Alaethes Wealth Glenbrook, Nevada	$19K	$0	1	0.01%	Maintained
1544	FFA Founders Financial Alliance Raleigh, North Carolina	$19K	+$18.7K	1	0.01%	New
1545	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$19K	$0	1	0.01%	Maintained
1546	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$19K	+$18.7K	1	0.02%	New
1547	TFS TrustCore Financial Services Brentwood, Tennessee	$19K	+$19.2K	1	0%	New
1548	AFIA America First Investment Advisors Omaha, Nebraska	$17K	$0	1	0%	Maintained
1549	BWM Baystate Wealth Management Boston, Massachusetts	$17K	+$10.8K	4	0%	Increased
1550	TC Tacita Capital Toronto, Ontario, Canada	$17K	$0	1	0.01%	Maintained