← 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	IPW Impact Partnership Wealth Marietta, Georgia	$11.8K	+$12.3K	4	0%	New
1627	SA SRH Advisors Salina, Kansas	$11.8K	$0	2	0.01%	Maintained
1628	MLA MB, Levis & Associates Center Valley, Pennsylvania	$11.4K	$0	1	0.01%	Maintained
1629	NCM Northwest Capital Management Lake Oswego, Oregon	$11.3K	+$11K	1	0%	New
1630	RTL Red Tortoise LLC Atlanta, Georgia	$11K	+$5.99K	3	0.01%	Increased
1631	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$11K	+$8.86K	2	0%	Increased
1632	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$10.7K	-$6.35K	1	0.01%	Reduced
1633	FWM Focused Wealth Management Newburgh, New York	$10.6K	$0	3	0%	Maintained
1634	OIA Optimum Investment Advisors Chicago, Illinois	$10.3K	-$109	2	0.01%	Reduced
1635	TCCM Timber Creek Capital Management Boston, Massachusetts	$10.2K	$0	2	0%	Maintained
1636	ADL Asset Dedication LLC San Francisco, California	$10K	-$433	3	0%	Reduced
1637	FMP Financial Management Professionals Austin, Texas	$10K	+$2.11K	4	0%	Increased
1638	FPB First PREMIER Bank Sioux Falls, South Dakota	$10K	-$30K	1	0%	Reduced
1639	PP PrairieView Partners St. Paul, Minnesota	$10K	$0	1	0%	Maintained
1640	UIA Ulland Investment Advisors Minneapolis, Minnesota	$10K	$0	2	0.01%	Maintained
1641	TF TimeScale Financial Danvers, Massachusetts	$9.96K	$0	3	0%	Maintained
1642	MRCM M&R Capital Management Summit, New Jersey	$9.95K	$0	2	0%	Maintained
1643	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$9.23K	$0	3	0%	Maintained
1644	DIP DT Investment Partners Chadds Ford, Pennsylvania	$8.95K	$0	2	0%	Maintained
1645	PP Pacifica Partners Surrey, Canada	$8.65K	-$6.69K	1	0%	Reduced
1646	MIM Macroview Investment Management Bethesda, Maryland	$8.21K	-$17.4K	2	0.01%	Reduced
1647	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$8.2K	+$8.42K	1	0%	New
1648	TCM TD Capital Management Memphis, Tennessee	$8.14K	+$72	1	0%	Increased
1649	WAM WFA Asset Management Whitefish Bay, Wisconsin	$8.04K	$0	1	0%	Maintained
1650	SC Sawyer & Company Boston, Massachusetts	$8K	$0	1	0%	Maintained