← 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	LF Lee Financial Dallas, Texas	$12K	-$5.62K	5	0%	Reduced
1577	TWI Thomas White International Chicago, Illinois	$12K	+$13.7K	1	0%	New
1578	AWA Artemis Wealth Advisors New York	$11.9K	+$11.9K	1	0%	New
1579	RIM Rockbridge Investment Management Syracuse, New York	$11.8K	-$951	3	0%	Reduced
1580	DI Disciplined Investments Tulsa, Oklahoma	$11K	+$164	11	0.01%	Increased
1581	SAM S.A. Mason Holland, Michigan	$11K	$0	1	0.01%	Maintained
1582	SCM Segantii Capital Management Hong Kong	$11K	+$11K	1	0%	New
1583	UIA Ulland Investment Advisors Minneapolis, Minnesota	$11K	+$6.34K	2	0.01%	Increased
1584	CFN Cordasco Financial Network Naples, Florida	$10K	$0	1	0.01%	Maintained
1585	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$10K	$0	1	0.02%	Maintained
1586	GCM Gables Capital Management Miami, Florida	$10K	-$12.4K	1	0.01%	Reduced
1587	MRCM M&R Capital Management Summit, New Jersey	$10K	+$12.3K	1	0%	New
1588	PP PrairieView Partners St. Paul, Minnesota	$10K	$0	1	0%	Maintained
1589	SC Siena Capital Cincinnati, Ohio	$10K	$0	1	0.01%	Maintained
1590	SA SRH Advisors Salina, Kansas	$10K	$0	2	0.01%	Maintained
1591	TLCM Twin Lakes Capital Management Redwood Shores, California	$10K	-$55.9K	1	0.01%	Reduced
1592	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$10K	+$115	2	0.01%	Increased
1593	ACM ACT Capital Management Wayne, Pennsylvania	$9K	-$942K	1	0.01%	Reduced
1594	CWA Clearview Wealth Advisors Salem, Oregon	$9K	+$1.02K	3	0.01%	Increased
1595	GGI Godsey & Gibb Inc Richmond, Virginia	$9K	+$10.1K	2	0.01%	Increased
1596	AWM Accel Wealth Management Waverly, Iowa	$8K	$0	3	0%	Maintained
1597	CAC Core Alternative Capital Peachtree Corners, Georgia	$8K	+$2.99K	2	0%	Increased
1598	Larson Financial Group St Louis, Missouri	$8K	-$12.9K	4	0%	Reduced
1599	TCTC Holdings Dallas, Texas	$8K	+$8.67K	1	0%	New
1600	GEA Glen Eagle Advisors Kingston, New Jersey	$7.07K	+$4.99K	3	0%	Increased