← 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	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$20.1K	-$1.31K	1	0.02%	Reduced
1602	SC Seldon Capital San Francisco, California	$19.5K	$0	2	0.02%	Maintained
1603	RFG RFP Financial Group Atlanta, Georgia	$19.5K	+$19.1K	4	0.01%	New
1604	RA Rise Advisors Rochester, New York	$19.5K	+$145	3	0.02%	Increased
1605	ATC Adirondack Trust Company Saratoga Springs, New York	$19.4K	+$7.77K	1	0.01%	Increased
1606	TC Tacita Capital Toronto, Ontario, Canada	$19K	$0	1	0.01%	Maintained
1607	WB Webster Bank Waterbury, Connecticut	$19K	-$1.76K	2	0%	Reduced
1608	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$18.5K	$0	2	0.01%	Maintained
1609	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$18K	-$156	1	0.01%	Reduced
1610	RWM Raffa Wealth Management Washington, District of Columbia	$17.9K	-$1.81K	5	0.01%	Reduced
1611	NECFA New England Capital Financial Advisors Meriden, Connecticut	$17.1K	+$18.8K	5	0.01%	New
1612	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$17K	+$15.6K	1	0.15%	New
1613	TD Ameritrade Investment Management Omaha, Nebraska	$17K	+$17.3K	1	0%	New
1614	CPG Cornerstone Planning Group Fairfield, New Jersey	$16.8K	+$18.1K	4	0.01%	New
1615	RFS Retirement Financial Solutions Knoxville, Tennessee	$16.6K	+$15.6K	1	0.01%	New
1616	SSC Syverson Strege & Co West Des Moines, Iowa	$16.6K	+$942	1	0.01%	Increased
1617	CYG Clean Yield Group Norwich, Vermont	$16K	-$6.28K	1	0.01%	Reduced
1618	BWM Baystate Wealth Management Boston, Massachusetts	$16K	-$1.67K	5	0%	Reduced
1619	Benjamin Edwards Inc Clayton, Missouri	$16K	-$11.7K	2	0%	Reduced
1620	TF TimeScale Financial Danvers, Massachusetts	$16K	$0	3	0%	Maintained
1621	Larson Financial Group St Louis, Missouri	$15.7K	+$5.49K	6	0%	Increased
1622	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$15.1K	-$55K	1	0%	Reduced
1623	ADL Asset Dedication LLC San Francisco, California	$15K	+$1.91K	4	0%	Increased
1624	CT Clearstead Trust Portland, Maine	$15K	$0	2	0.01%	Maintained
1625	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$15K	+$15.1K	1	0.02%	New