← 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
1601	RWM Rialto Wealth Management Syracuse, New York	$11.6K	+$2.43K	6	0%	Increased
1602	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$11.4K	+$11.6K	2	0%	New
1603	GA GoalVest Advisory New York	$11.2K	+$13	3	0%	Increased
1604	AFC Ares Financial Consulting Calabasas, California	$10.8K	-$3.47K	5	0.01%	Reduced
1605	Baillie Gifford & Co Edinburgh, United Kingdom	$10.8K	-$700	1	0%	Reduced
1606	FMP Financial Management Professionals Austin, Texas	$10.6K	-$2.14K	2	0%	Reduced
1607	LF LifeSteps Financial Claremont, California	$10.6K	+$10.4K	4	0%	New
1608	SIM Synergy Investment Management Altamonte Springs, Florida	$10.6K	+$7.05K	3	0%	Increased
1609	CCMR Core Capital Management & Research Houston, Texas	$10.3K	+$8.67K	1	0.01%	New
1610	BCM Boreal Capital Management Miami, Florida	$9.89K	-$732	4	0.01%	Reduced
1611	Hillsdale Investment Management Toronto, Ontario, Canada	$9.71K	$0	1	0%	Maintained
1612	MB MidFirst Bank Oklahoma City, Oklahoma	$9.69K	+$2K	5	0%	Increased
1613	LWM Lodestone Wealth Management Spokane, Washington	$9.37K	+$5.11K	2	0%	Increased
1614	AAG Armstrong Advisory Group Needham, Massachusetts	$9.37K	-$3.74K	3	0%	Reduced
1615	JGCM Joseph Group Capital Management Columbus, Ohio	$9.35K	+$9.95K	1	0%	New
1616	MFS McNamara Financial Services Marshfield, Massachusetts	$9.29K	$0	1	0%	Maintained
1617	1IA 1620 Investment Advisors Plymouth, Massachusetts	$9.27K	$0	3	0.01%	Maintained
1618	MI Markowski Investments Tampa, Florida	$9.26K	+$9.18K	1	0%	New
1619	IW Imprint Wealth Mount Pleasant, South Carolina	$9.16K	$0	1	0.04%	Maintained
1620	Capital Analysts LLC Fort Washington, Pennsylvania	$9K	-$3.14K	2	0%	Reduced
1621	BGAI Bruce G. Allen Investments Denver, Colorado	$8.81K	-$35.2K	5	0.01%	Reduced
1622	HNW High Note Wealth Deephaven, Minnesota	$8.63K	+$3.69K	2	0%	Increased
1623	RWM RMG Wealth Management Platteville, Wisconsin	$8.59K	$0	1	0%	Maintained
1624	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$8.51K	-$2.64K	5	0%	Reduced
1625	TIAA Wealth Investment Management New York	$8.45K	$0	1	0%	Maintained