← 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	KA Kozak & Associates Highlands Ranch, Colorado	$3K	+$3.23K	1	0%	New
1627	LPWM Lake Point Wealth Management Rockwall, Texas	$3K	-$8K	1	0%	Reduced
1628	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$34	1	0%	Increased
1629	WFA West Financial Advisors Des Moines, Iowa	$3K	+$3.17K	1	0%	New
1630	WPA West Paces Advisors Atlanta, Georgia	$2.18K	+$1.45K	2	0%	Increased
1631	LTI Laffer Tengler Investments Nashville, Tennessee	$2.02K	+$2.31K	1	0%	New
1632	AFG Albion Financial Group Salt Lake City, Utah	$2K	$0	2	0%	Maintained
1633	BSB Bangor Savings Bank Bangor, Maine	$2K	+$3.01K	2	0%	New
1634	BHWM Beaird Harris Wealth Management Dallas, Texas	$2K	$0	1	0%	Maintained
1635	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$2K	+$2.31K	1	0%	New
1636	CB Community Bank Dewitt, New York	$2K	$0	1	0%	Maintained
1637	DCM Davidson Capital Management Corpus Christi, Texas	$2K	$0	1	0%	Maintained
1638	EC Elequin Capital New York	$2K	+$832	2	0%	Increased
1639	FBC Fairfield, Bush & Co Darien, Connecticut	$2K	+$2.48K	1	0%	New
1640	HS Horan Securities Cincinnati, United States	$2K	+$29	2	0%	Increased
1641	IIL Insight Inv LLC El Segundo, California	$2K	+$1.73K	1	0%	New
1642	LWP Laurel Wealth Planning Edina, Minnesota	$2K	+$2.16K	1	0%	New
1643	MTIC Missouri Trust & Investment Company Springfield, Missouri	$2K	$0	1	0%	Maintained
1644	HF Halpern Financial Ashburn, Virginia	$1.46K	+$1.59K	1	0%	New
1645	FSWA Financial Synergies Wealth Advisors Houston, Texas	$1.26K	+$1.28K	1	0%	New
1646	WWP WR Wealth Planners Columbia, Missouri	$1.22K	+$1.38K	1	0%	New
1647	AA AlphaMark Advisors Ft. Wright, Kentucky	$1K	$0	1	0%	Maintained
1648	AF Arrow Financial Glens Falls, New York	$1K	+$1.35K	1	0%	New
1649	APC Aspire Private Capital Cornelius, North Carolina	$1K	+$951	1	0%	New
1650	BA Bivin & Associates Ponca City, Oklahoma	$1K	-$72	1	0%	Reduced