← 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
1551	ME McIlrath & Eck Arlington, Washington	$29.7K	+$1.13K	4	0%	Increased
1552	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$29.4K	-$18.7K	6	0%	Reduced
1553	CJ Caitlin John Brighton, Michigan	$28.8K	-$28.9K	6	0.02%	Reduced
1554	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$28.2K	+$27.6K	2	0.01%	Increased
1555	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$28K	$0	2	0%	Maintained
1556	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$27.4K	$0	1	0.01%	Maintained
1557	WA Walsh & Associates Sarasota, Florida	$26.9K	$0	1	0.03%	Maintained
1558	1M 1248 Management Kansas City, Missouri	$26.5K	-$711K	1	0.01%	Reduced
1559	AWM Activest Wealth Management Aventure, Florida	$26.3K	-$1.46K	5	0%	Reduced
1560	SWP Strategic Wealth Partners Independence, Ohio	$26K	$0	2	0%	Maintained
1561	CPG Cornerstone Planning Group Fairfield, New Jersey	$26K	+$8.53K	8	0%	Increased
1562	HFS Hughes Financial Services Herndon, Virginia	$26K	+$17.6K	9	0%	Increased
1563	PWA Physician Wealth Advisors Midvale, Utah	$25.7K	-$9.01K	9	0%	Reduced
1564	WA WPG Advisers Baltimore, Maryland	$24.9K	-$5.58K	8	0.02%	Reduced
1565	AP Atwood & Palmer Kansas City, Missouri	$23.9K	-$12.5K	3	0%	Reduced
1566	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$23.6K	$0	1	0.01%	Maintained
1567	GFA Godfrey Financial Associates Glenmont, New York	$23.5K	-$627	6	0.02%	Reduced
1568	QWM Quaker Wealth Management Moorestown, New Jersey	$23.3K	+$161	5	0.01%	Increased
1569	AGA Arkos Global Advisors Houston, Texas	$23K	+$26K	1	0%	New
1570	CT Clearstead Trust Portland, Maine	$22.7K	+$18.7K	3	0%	Increased
1571	WOSD WFA of San Diego San Diego, California	$22.4K	$0	1	0.02%	Maintained
1572	LI LRI Investments Palm Beach Gardens, Florida	$21.9K	-$113K	4	0%	Reduced
1573	MMCM Murphy & Mullick Capital Management Smithtown, New York	$21.6K	-$101	2	0.02%	Reduced
1574	ACM Anfield Capital Management Irvine, California	$21.3K	$0	4	0.01%	Maintained
1575	CA Centerpoint Advisors Needham, Massachusetts	$21K	-$25K	1	0.01%	Reduced