← 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	MFA McClarren Financial Advisors State College, Pennsylvania	$4K	$0	1	0%	Maintained
1602	MAM Meeder Asset Management Dublin, Ohio	$4K	-$750K	4	0%	Reduced
1603	SC Saltoro Capital Dallas, Texas	$4K	-$473K	1	0%	Reduced
1604	RA Rise Advisors Rochester, New York	$3.93K	+$3.89K	1	0%	New
1605	GEA Glen Eagle Advisors Kingston, New Jersey	$3.19K	-$10.7K	2	0%	Reduced
1606	CB Community Bank Dewitt, New York	$3K	$0	1	0%	Maintained
1607	DI Disciplined Investments Tulsa, Oklahoma	$3K	$0	1	0%	Maintained
1608	EWM Evermay Wealth Management Arlington, Virginia	$3K	$0	1	0%	Maintained
1609	FFA Freedman Financial Associates Peabody, Massachusetts	$3K	$0	1	0%	Maintained
1610	HWA HHM Wealth Advisors Chattanooga, Tennessee	$3K	$0	1	0%	Maintained
1611	HWM HighMark Wealth Management St. Paul, Minnesota	$3K	-$7.05K	1	0%	Reduced
1612	HS Horan Securities Cincinnati, United States	$3K	+$2.6K	1	0%	New
1613	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$33	1	0%	Increased
1614	MFC Mechanics Financial Corp Mansfield, Ohio	$3K	+$3.27K	1	0%	New
1615	PCFFS Pacific Center for Financial Services San Ramon, California	$3K	$0	2	0%	Maintained
1616	RK Rather & Kittrell Knoxville, Tennessee	$3K	+$3.1K	1	0%	New
1617	RI Rinkey Investments San Diego, California	$3K	+$3.1K	1	0%	New
1618	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	$0	1	0%	Maintained
1619	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$2.17K	+$2.11K	2	0%	New
1620	MP McDonald Partners Cleveland, Ohio	$2.17K	+$2.11K	2	0%	New
1621	AA Addison Advisors Middlebury, Vermont	$2K	+$1.78K	3	0%	New
1622	AFG Albion Financial Group Salt Lake City, Utah	$2K	$0	2	0%	Maintained
1623	AHIA Andrew Hill Investment Advisors Naples, Florida	$2K	+$2.6K	1	0%	New
1624	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$2K	+$1.95K	1	0%	New
1625	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	$0	2	0%	Maintained