← 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
1626	PMFA Plante Moran Financial Advisors Southfield, Michigan	$8.42K	+$6.64K	8	0%	Increased
1627	CCMI Creative Capital Management Investments San Diego, California	$8.28K	+$7.78K	6	0%	New
1628	SouthState Corp Winter Haven, Florida	$8.05K	+$219	8	0%	Increased
1629	DAM Delta Asset Management Memphis, Tennessee	$7.91K	-$8.65K	2	0%	Reduced
1630	CA Crewe Advisors Salt Lake City, Utah	$7.91K	-$2.44K	2	0%	Reduced
1631	DIP DT Investment Partners Chadds Ford, Pennsylvania	$7.85K	-$977	2	0%	Reduced
1632	APW Aventura Private Wealth Aventura, Florida	$7.82K	$0	2	0%	Maintained
1633	MAM Meeder Asset Management Dublin, Ohio	$7.6K	-$11K	1	0%	Reduced
1634	CB Centennial Bank Conway, Arkansas	$7.19K	$0	1	0%	Maintained
1635	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$7.05K	-$3.13K	1	0%	Reduced
1636	PGAM Princeton Global Asset Management Princeton, New Jersey	$7K	+$1.07K	3	0%	Increased
1637	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$7K	+$4.78K	2	0%	Increased
1638	JFA JNBA Financial Advisors Bloomington, Minnesota	$6.97K	-$998	2	0%	Reduced
1639	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$6.92K	-$559	7	0%	Reduced
1640	VL Vima LLC Troy, Michigan	$6.86K	+$7.04K	1	0.01%	New
1641	3FI 3 Factor Indexing Sacramento, California	$6.67K	+$207	2	0.01%	Increased
1642	PCFFS Pacific Center for Financial Services San Ramon, California	$6.63K	$0	1	0%	Maintained
1643	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$6.38K	-$156	3	0%	Reduced
1644	GEA Glen Eagle Advisors Kingston, New Jersey	$6.13K	+$2K	3	0%	Increased
1645	AP Aspect Partners Fairfax, Virginia	$6.12K	+$207	2	0%	Increased
1646	WBWA William B. Walkup & Associates Columbia, South Carolina	$6.08K	+$5.36K	2	0%	Increased
1647	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$6.06K	$0	1	0%	Maintained
1648	GTAM Global Trust Asset Management West Palm Beach, Florida	$6.01K	-$16	1	0%	Reduced
1649	POIA Pin Oak Investment Advisors Houston, Texas	$6K	$0	1	0%	Maintained
1650	CWP Clark Wealth Partners O'fallon, Illinois	$5.61K	-$1.39K	2	0%	Reduced