← 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	HWA HHM Wealth Advisors Chattanooga, Tennessee	$12.6K	+$14K	2	0%	New
1577	LF Lee Financial Dallas, Texas	$12.4K	-$101	3	0%	Reduced
1578	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$12.3K	$0	1	0%	Maintained
1579	APC Aspire Private Capital Cornelius, North Carolina	$12.3K	+$92	3	0%	Increased
1580	RW RVW Wealth Los Angeles, California	$11.9K	+$13.3K	1	0%	New
1581	AFIA America First Investment Advisors Omaha, Nebraska	$11.6K	$0	1	0%	Maintained
1582	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$11.4K	+$2.99K	1	0%	Increased
1583	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$11.4K	-$147K	3	0%	Reduced
1584	SL Salomon & Ludwin Richmond, Virginia	$11.3K	+$13.6K	2	0%	New
1585	ICM Intrepid Capital Management Jacksonville Beach, Florida	$11.2K	$0	1	0.01%	Maintained
1586	CT Clearstead Trust Portland, Maine	$11.2K	$0	2	0%	Maintained
1587	SIC SJS Investment Consulting Sylvania, Ohio	$11.2K	+$17	12	0%	Increased
1588	WB Webster Bank Waterbury, Connecticut	$11.1K	$0	2	0%	Maintained
1589	NL NVWM LLC Yardley, Pennsylvania	$11.1K	+$10.3K	1	0%	New
1590	ADL Asset Dedication LLC San Francisco, California	$11K	+$3.14K	3	0%	Increased
1591	MLA MB, Levis & Associates Center Valley, Pennsylvania	$10.3K	$0	1	0.01%	Maintained
1592	AA Addison Advisors Middlebury, Vermont	$10.3K	$0	2	0%	Maintained
1593	RWM Raffa Wealth Management Washington, District of Columbia	$9.89K	-$5.63K	5	0%	Reduced
1594	FWA FSC Wealth Advisors Fishkill, New York	$9.79K	-$32.8K	1	0.01%	Reduced
1595	SA SRH Advisors Salina, Kansas	$9.49K	$0	2	0%	Maintained
1596	RWPA Richard W. Paul & Associates Novi, Michigan	$9.41K	-$1.22K	2	0%	Reduced
1597	TAM Tucker Asset Management Littleton, Colorado	$9.25K	-$21.3K	4	0%	Reduced
1598	NCM Northwest Capital Management Lake Oswego, Oregon	$9.13K	$0	1	0%	Maintained
1599	PP PrairieView Partners St. Paul, Minnesota	$9K	$0	1	0%	Maintained
1600	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$8.57K	+$8.9K	4	0%	Increased