← 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
1576	SEP Signature Equity Partners Columbus, Ohio	$16.1K	-$137K	5	0.01%	Reduced
1577	CT Caldwell Trust Venice, Florida	$16K	$0	3	0%	Maintained
1578	CWP Concord Wealth Partners Abingdon, Virginia	$15.7K	+$16.4K	2	0%	New
1579	API Asset Planning Inc Cypress, California	$15.4K	+$445	1	0.01%	Increased
1580	Raiffeisen Bank International Vienna, Austria	$15.1K	-$948K	1	0%	Reduced
1581	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$15.1K	+$13.1K	6	0%	Increased
1582	MAS MPWM Advisory Solutions Alpharetta, Georgia	$14.6K	$0	2	0.01%	Maintained
1583	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$14.4K	$0	2	0%	Maintained
1584	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$14K	-$23.4K	3	0%	Reduced
1585	CYG Clean Yield Group Norwich, Vermont	$13.8K	-$6.69K	1	0%	Reduced
1586	JSAM J. Safra Asset Management New York	$13.5K	-$5.6K	2	0%	Reduced
1587	BW Bravera Wealth Bismarck, North Dakota	$13.5K	$0	1	0.01%	Maintained
1588	NOI Newton One Investments Newark, Delaware	$13.4K	+$104	1	0%	Increased
1589	CFM Cornerstone Financial Management Burlington, Massachusetts	$13K	+$2.64K	8	0.01%	Increased
1590	PAP Persistent Asset Partners Hong Kong	$12.9K	+$10.5K	1	0%	New
1591	GSWM Golden State Wealth Management Santa Ana, California	$12.6K	-$1.14K	3	0%	Reduced
1592	AP Atwood & Palmer Kansas City, Missouri	$12.6K	-$2.52K	3	0%	Reduced
1593	GCP Gill Capital Partners Denver, Colorado	$12.5K	+$9.65K	4	0%	Increased
1594	RWM Raffa Wealth Management Washington, District of Columbia	$12.1K	+$1.13K	8	0%	Increased
1595	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$12.1K	+$1.74K	3	0%	Increased
1596	PF PlanVest Financial Gaithersburg, Maryland	$12K	$0	1	0.01%	Maintained
1597	KAS Kemnay Advisory Services New York	$11.9K	-$29.9K	1	0%	Reduced
1598	PUI Purpose Unlimited Inc Toronto,	$11.7K	-$2.29K	3	0%	Reduced
1599	BA Bard Associates Chicago, Illinois	$11.6K	$0	1	0%	Maintained
1600	SN Sittner & Nelson Eugene, Oregon	$11.6K	$0	1	0%	Maintained