← 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	MFC Mechanics Financial Corp Mansfield, Ohio	$7K	+$4.61K	2	0%	Increased
1602	PPWM PFG Private Wealth Management Lutz, Florida	$7K	$0	1	0%	Maintained
1603	PHAM Portland Hill Asset Management London, United Kingdom	$7K	+$7.35K	1	0.01%	New
1604	VWM Valley Wealth Managers Paramus, New Jersey	$7K	+$6.61K	1	0%	New
1605	AA Addison Advisors Middlebury, Vermont	$6K	+$5.04K	4	0%	Increased
1606	CIR Clear Investment Research Alpharetta, Georgia	$6K	+$34	2	0.01%	Increased
1607	RAM Riggs Asset Management Dallas, Pennsylvania	$6K	-$4.12K	1	0%	Reduced
1608	SFG Steward Financial Group Colleyville, Texas	$6K	+$10.9K	8	0.01%	New
1609	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$6K	+$3.86K	2	0%	Increased
1610	WAM Warberg Asset Management Winnetka, Illinois	$6K	$0	1	0%	Maintained
1611	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$5.59K	+$231	2	0%	Increased
1612	ACM AUA Capital Management Camp Hill, Pennsylvania	$5K	+$6.11K	1	0%	New
1613	LWA Lowe Wealth Advisors Columbia, Maryland	$5K	$0	1	0%	Maintained
1614	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$5K	-$584	2	0%	Reduced
1615	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$5K	+$5.57K	2	0%	New
1616	GG Gleason Group Prospect, Kentucky	$4K	+$90	2	0%	Increased
1617	HFA HC Financial Advisors Lafayette, California	$4K	+$519	2	0%	Increased
1618	IRC Investors Research Corp Atlanta, Georgia	$4K	+$3.72K	3	0%	Increased
1619	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$4K	+$3.54K	1	0%	New
1620	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$3K	+$3.11K	1	0%	New
1621	BAM Bellevue Asset Management Bellevue, Washington	$3K	$0	2	0%	Maintained
1622	BCM Blume Capital Management Berkeley, California	$3K	-$9.12K	1	0%	Reduced
1623	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$3K	+$2.13K	2	0%	Increased
1624	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3K	$0	1	0%	Maintained
1625	FMP Financial Management Professionals Austin, Texas	$3K	-$122	2	0%	Reduced