← 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	BCM Boreal Capital Management Miami, Florida	$12K	+$10.7K	3	0.01%	Increased
1602	RCM Raleigh Capital Management Cary, North Carolina	$12K	-$2.2K	2	0%	Reduced
1603	FWM FSA Wealth Management Needham, Massachusetts	$11.5K	$0	3	0%	Maintained
1604	FFL Financial Freedom LLC Cincinnati, Ohio	$11.3K	-$512	2	0.01%	Reduced
1605	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$11.3K	-$1.59K	2	0%	Reduced
1606	BFS Bare Financial Services Gap, Pennsylvania	$11.2K	+$4.89K	6	0%	Increased
1607	AT Arlington Trust Birmingham, Alabama	$11.1K	$0	2	0%	Maintained
1608	FCMT Founders Capital Management (Texas) Houston, Texas	$11K	+$11.5K	1	0.01%	New
1609	SouthState Corp Winter Haven, Florida	$10.7K	-$16.4K	6	0%	Reduced
1610	RWM Raffa Wealth Management Washington, District of Columbia	$10.7K	$0	6	0%	Maintained
1611	GEA Glen Eagle Advisors Kingston, New Jersey	$10.4K	+$2.29K	3	0%	Increased
1612	MSG Main Street Group Glen Allen, Virginia	$10.4K	$0	4	0%	Maintained
1613	KG Kilter Group Rhinebeck, New York	$10.4K	+$1.1K	5	0%	Increased
1614	ADL Asset Dedication LLC San Francisco, California	$10.2K	-$10.2K	3	0%	Reduced
1615	BONH Bank of New Hampshire Laconia, New Hampshire	$9.98K	$0	2	0%	Maintained
1616	ATC Adirondack Trust Company Saratoga Springs, New York	$9.96K	$0	1	0%	Maintained
1617	CFS Compass Financial Services West Des Moines, Iowa	$9.57K	+$96	2	0%	Increased
1618	PCFFS Pacific Center for Financial Services San Ramon, California	$9.31K	$0	1	0%	Maintained
1619	MAS MPWM Advisory Solutions Alpharetta, Georgia	$9.28K	-$204	1	0.01%	Reduced
1620	QPBE Quintet Private Bank (Europe) Luxembourg	$9.28K	-$988	1	0%	Reduced
1621	POIA Pin Oak Investment Advisors Houston, Texas	$8.85K	+$172	2	0.01%	Increased
1622	PGAM Princeton Global Asset Management Princeton, New Jersey	$8.73K	-$25.2K	2	0%	Reduced
1623	JFA JNBA Financial Advisors Bloomington, Minnesota	$8.63K	-$2.06K	2	0%	Reduced
1624	HIMS Hager Investment Management Services New London, New Hampshire	$8.54K	+$7.65K	1	0%	New
1625	WA Westfuller Advisors New York	$8.28K	+$8.23K	3	0%	New