← 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	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$17.3K	+$3.49K	1	0.02%	Increased
1602	DF Dunhill Financial London, United Kingdom	$17K	-$458	10	0%	Reduced
1603	CA Cache Advisors San Francisco, California	$16.9K	+$17.9K	1	0%	New
1604	DAM Delta Asset Management Memphis, Tennessee	$16.4K	-$8.07K	3	0%	Reduced
1605	MAS MPWM Advisory Solutions Alpharetta, Georgia	$16.3K	$0	2	0.01%	Maintained
1606	API Asset Planning Inc Cypress, California	$16.2K	-$392	1	0.01%	Reduced
1607	JSAM J. Safra Asset Management New York	$16K	+$4.99K	2	0%	Increased
1608	YAL Your Advocates Ltd Houston, Texas	$16K	+$335	1	0%	Increased
1609	BW Bravera Wealth Bismarck, North Dakota	$15.7K	-$2.14K	1	0.01%	Reduced
1610	SR Swiss Re Zurich, Switzerland	$15.7K	$0	1	0.1%	Maintained
1611	Montag & Associates Atlanta, Georgia	$15.7K	+$7.8K	2	0%	Increased
1612	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$15.4K	$0	2	0.01%	Maintained
1613	GSWM Golden State Wealth Management Santa Ana, California	$15.1K	-$5.55K	4	0%	Reduced
1614	AAG Armstrong Advisory Group Needham, Massachusetts	$15K	-$1.22K	3	0%	Reduced
1615	AFC Ares Financial Consulting Calabasas, California	$14.9K	-$2.53K	6	0.01%	Reduced
1616	IWS Intentional Wealth Strategies Colorado Springs, Colorado	$14.9K	+$15.3K	3	0.01%	New
1617	FC Financial Consulate Hunt Valley, Maryland	$14.8K	+$7.15K	5	0%	Increased
1618	WA Whipplewood Advisors Littleton, Colorado	$14.7K	+$15.7K	7	0.01%	New
1619	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$14.2K	$0	2	0%	Maintained
1620	FMP Financial Management Professionals Austin, Texas	$13.8K	-$425	3	0%	Reduced
1621	NOI Newton One Investments Newark, Delaware	$13.7K	+$102	1	0%	Increased
1622	PUI Purpose Unlimited Inc Toronto,	$13.7K	+$5.31K	3	0%	Increased
1623	MLA MB, Levis & Associates Center Valley, Pennsylvania	$13.2K	$0	2	0.01%	Maintained
1624	TC Tacita Capital Toronto, Ontario, Canada	$13.2K	$0	1	0.01%	Maintained
1625	GA GoalVest Advisory New York	$13.1K	+$65	2	0%	Increased