← 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	FFA Frazier Financial Advisors Columbus, Ohio	$29.9K	+$9.28K	4	0.02%	Increased
1577	DIP DT Investment Partners Chadds Ford, Pennsylvania	$29.4K	+$24.6K	4	0%	Increased
1578	SWS SYSTM Wealth Solutions Chicago, Illinois	$29.2K	-$84.7K	2	0.01%	Reduced
1579	TCPG Trivant Custom Portfolio Group San Diego, California	$29.2K	$0	3	0.02%	Maintained
1580	Larson Financial Group St Louis, Missouri	$29.1K	+$12.1K	12	0%	Increased
1581	EFP EnRich Financial Partners Madison, Wisconsin	$28.9K	+$30.6K	1	0.01%	New
1582	TAM Tucker Asset Management Littleton, Colorado	$28.8K	+$25.9K	5	0.01%	Increased
1583	NMM Naples Money Management Naples, Florida	$28.1K	+$1.44K	1	0.02%	Increased
1584	NOI Newton One Investments Newark, Delaware	$27.9K	+$90	1	0.01%	Increased
1585	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$26.8K	$0	4	0.01%	Maintained
1586	LFA LGT Financial Advisors Dallas, Texas	$26.8K	+$310	4	0.06%	Increased
1587	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$26.2K	+$15.4K	5	0.01%	Increased
1588	JFA JNBA Financial Advisors Bloomington, Minnesota	$26.2K	-$4.57K	4	0%	Reduced
1589	CB Centennial Bank Conway, Arkansas	$26K	+$3.15K	4	0.01%	Increased
1590	FUBT First United Bank & Trust Oakland, Maryland	$25.6K	$0	1	0.01%	Maintained
1591	FFO Fortitude Family Office Scottsdale, Arizona	$25.2K	-$2.03K	4	0.01%	Reduced
1592	HCP Hexagon Capital Partners Rogers, Arkansas	$24.7K	-$19.2K	6	0.01%	Reduced
1593	S Sachetta Lynnfield, Massachusetts	$24.5K	+$1.74K	8	0.01%	Increased
1594	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$24.3K	-$947	3	0%	Reduced
1595	MAM Meeder Asset Management Dublin, Ohio	$24K	-$346K	3	0%	Reduced
1596	ACM Anfield Capital Management Irvine, California	$23.7K	+$17.2K	5	0.01%	Increased
1597	GA GoalVest Advisory New York	$23.5K	$0	1	0.01%	Maintained
1598	PA Prism Advisors Studio City, California	$23.4K	+$33.3K	1	0.01%	New
1599	CB CNB Bank Clearfield, Pennsylvania	$23.4K	$0	3	0.01%	Maintained
1600	LJAC L.J. Altfest & Co New York	$23K	-$454K	1	0%	Reduced