← 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	HF Halpern Financial Ashburn, Virginia	$8.43K	-$4.37K	1	0%	Reduced
1602	PMFA Plante Moran Financial Advisors Southfield, Michigan	$8.38K	-$6.73K	3	0%	Reduced
1603	TCCM Timber Creek Capital Management Boston, Massachusetts	$8.35K	$0	2	0%	Maintained
1604	SVCP Silicon Valley Capital Partners San Jose, California	$8.33K	$0	1	0%	Maintained
1605	CCA Column Capital Advisors Indianapolis, Indiana	$8.27K	-$4.07K	4	0%	Reduced
1606	FP Financial Perspectives Minneapolis, Minnesota	$8.1K	-$26.3K	2	0%	Reduced
1607	FPB First PREMIER Bank Sioux Falls, South Dakota	$8K	$0	1	0%	Maintained
1608	BONH Bank of New Hampshire Laconia, New Hampshire	$7.11K	$0	2	0%	Maintained
1609	GWSA Global Wealth Strategies & Associates Denver, Colorado	$7.03K	$0	3	0%	Maintained
1610	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$7K	+$5.06K	3	0%	Increased
1611	UIA Ulland Investment Advisors Minneapolis, Minnesota	$7K	$0	2	0.01%	Maintained
1612	VF VitalStone Financial Shavano Park, Texas	$7K	+$5.63K	1	0.01%	New
1613	DIP DT Investment Partners Chadds Ford, Pennsylvania	$6.66K	$0	2	0%	Maintained
1614	TCM TD Capital Management Memphis, Tennessee	$6.62K	$0	1	0%	Maintained
1615	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$6.61K	+$7.17K	2	0.01%	New
1616	WAM WFA Asset Management Whitefish Bay, Wisconsin	$6.48K	$0	1	0%	Maintained
1617	FGA Fortis Group Advisors Westwood, New Jersey	$6.4K	+$7.15K	4	0%	New
1618	PP Pacifica Partners Surrey, Canada	$6.38K	+$769	2	0%	Increased
1619	CIR Clear Investment Research Alpharetta, Georgia	$6.06K	+$31	2	0.01%	Increased
1620	POIA Pin Oak Investment Advisors Houston, Texas	$6K	-$1K	1	0.01%	Reduced
1621	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$5.95K	-$1.86K	1	0.01%	Reduced
1622	TFM TFC Financial Management Boston, Massachusetts	$5.63K	+$5K	2	0%	Increased
1623	BAM Bellevue Asset Management Bellevue, Washington	$5.5K	$0	2	0%	Maintained
1624	PPWM PFG Private Wealth Management Lutz, Florida	$5.21K	$0	1	0%	Maintained
1625	IRC Investors Research Corp Atlanta, Georgia	$5.2K	$0	3	0%	Maintained