← 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	OWA Opal Wealth Advisors Jericho, New York	$24.9K	+$7.47K	1	0.01%	Increased
1602	KFI Key Financial Inc West Chester, Pennsylvania	$24.7K	$0	4	0.01%	Maintained
1603	TIM Tortoise Investment Management White Plains, New York	$24.6K	+$1.86K	5	0%	Increased
1604	PWA Physician Wealth Advisors Midvale, Utah	$24.2K	+$8.27K	7	0%	Increased
1605	MMCM Murphy & Mullick Capital Management Smithtown, New York	$23.8K	-$492	2	0.02%	Reduced
1606	SO Sierra Ocean Ripon, California	$23.7K	+$1.03K	5	0.02%	Increased
1607	ACM Anfield Capital Management Irvine, California	$23.7K	$0	5	0.01%	Maintained
1608	IAS IMA Advisory Services Denver, Colorado	$23.6K	+$346	2	0%	Increased
1609	CT Caldwell Trust Venice, Florida	$23.1K	$0	4	0%	Maintained
1610	APW Aventura Private Wealth Aventura, Florida	$22.8K	-$28.2K	1	0.01%	Reduced
1611	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$22.6K	+$4.49K	6	0%	Increased
1612	SOAMC Spirit of America Management Corp Syosset, New York	$22.5K	-$95.9K	1	0%	Reduced
1613	HAP Harbor Asset Planning Belmont, Massachusetts	$22.1K	+$20.5K	1	0.02%	New
1614	HHGA Halbert Hargrove Global Advisors Long Beach, California	$21.9K	-$1.09K	1	0%	Reduced
1615	PFG Putney Financial Group San Rafael, California	$21.7K	+$2.16K	3	0.02%	Increased
1616	NOI Newton One Investments Newark, Delaware	$21.4K	+$92	1	0.01%	Increased
1617	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$20.9K	+$19.3K	1	0.03%	New
1618	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$20.9K	-$10.3K	1	0%	Reduced
1619	AF Alerus Financial Grand Forks, North Dakota	$20.9K	+$23.1K	3	0%	New
1620	WAM WFA Asset Management Whitefish Bay, Wisconsin	$20.5K	-$14.6K	1	0.01%	Reduced
1621	WA Whipplewood Advisors Littleton, Colorado	$20.4K	-$16.3K	6	0.01%	Reduced
1622	Bartlett & Co Wealth Management Cincinnati, Ohio	$20.3K	-$57.2K	4	0%	Reduced
1623	EP Essential Partners Rancho Santa Fe, California	$20.2K	+$20K	12	0.01%	New
1624	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$20K	$0	1	0%	Maintained
1625	FRA Front Row Advisors Tiburon, California	$20K	-$818	4	0.01%	Reduced