← 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	MIM Macroview Investment Management Bethesda, Maryland	$26.2K	+$23.7K	2	0.04%	Increased
1602	LC Littlejohn & Co Greenwich, Connecticut	$25.5K	-$837K	1	0.02%	Reduced
1603	WOC West Oak Capital Westlake Village, California	$25.1K	-$426	2	0.01%	Reduced
1604	QPBE Quintet Private Bank (Europe) Luxembourg	$23.4K	+$25.3K	1	0%	New
1605	JFA JNBA Financial Advisors Bloomington, Minnesota	$23.3K	$0	3	0%	Maintained
1606	RFG RFP Financial Group Atlanta, Georgia	$22.3K	-$152	3	0.03%	Reduced
1607	FFL Financial Freedom LLC Cincinnati, Ohio	$21.7K	$0	2	0.02%	Maintained
1608	ATC Adirondack Trust Company Saratoga Springs, New York	$21.1K	$0	1	0.01%	Maintained
1609	SSC Syverson Strege & Co West Des Moines, Iowa	$20.7K	+$4.17K	3	0.01%	Increased
1610	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$20.5K	-$3.33K	2	0%	Reduced
1611	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$20.4K	-$1.87K	1	0.02%	Reduced
1612	PA PSI Advisors Tampa, Florida	$20.4K	$0	6	0.01%	Maintained
1613	CB Centennial Bank Conway, Arkansas	$20.1K	-$303	1	0.01%	Reduced
1614	BWM Baystate Wealth Management Boston, Massachusetts	$20K	+$3.56K	6	0%	Increased
1615	TAM Tucker Asset Management Littleton, Colorado	$19.8K	+$9.31K	5	0.01%	Increased
1616	RA Rise Advisors Rochester, New York	$19.3K	+$111	3	0.01%	Increased
1617	NECFA New England Capital Financial Advisors Meriden, Connecticut	$19.1K	+$37	5	0.01%	Increased
1618	TC Tacita Capital Toronto, Ontario, Canada	$19K	$0	1	0.01%	Maintained
1619	SWA Sutton Wealth Advisors Tampa, Florida	$18.8K	-$195K	6	0.01%	Reduced
1620	RWM Raffa Wealth Management Washington, District of Columbia	$18.7K	$0	5	0.01%	Maintained
1621	WB Webster Bank Waterbury, Connecticut	$18.4K	-$1.3K	2	0%	Reduced
1622	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$18.1K	$0	2	0.01%	Maintained
1623	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$15.6K	$0	2	0.01%	Maintained
1624	CT Clearstead Trust Portland, Maine	$15.5K	$0	2	0.01%	Maintained
1625	PP Pacifica Partners Surrey, Canada	$15.5K	-$161	1	0.01%	Reduced