← 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	RA Rise Advisors Rochester, New York	$5.15K	-$9.93K	2	0%	Reduced
1627	JMF Johnson Midwest Financial Glidden, Iowa	$5.04K	+$62	1	0.01%	Increased
1628	FMP Financial Management Professionals Austin, Texas	$5K	-$3.82K	3	0%	Reduced
1629	SC Sawyer & Company Boston, Massachusetts	$5K	$0	1	0%	Maintained
1630	Ninety One (UK) London, United Kingdom	$4.89K	-$1.8M	1	0%	Reduced
1631	DCM Davidson Capital Management Corpus Christi, Texas	$4.64K	+$1.77K	1	0%	Increased
1632	TCTC Holdings Dallas, Texas	$4.51K	-$19	1	0%	Reduced
1633	HWP Highline Wealth Partners Sherman Oaks, California	$4.46K	+$4.32K	3	0%	Increased
1634	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$4.18K	$0	2	0%	Maintained
1635	DAC Dividend Assets Capital Ridgeland, South Carolina	$4K	-$656	1	0%	Reduced
1636	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$3.79K	$0	1	0%	Maintained
1637	RTL Red Tortoise LLC Atlanta, Georgia	$3.75K	-$5.97K	2	0%	Reduced
1638	NRG Nemes Rush Group Novi, Michigan	$3.66K	-$131	2	0%	Reduced
1639	BHWM Beaird Harris Wealth Management Dallas, Texas	$3.46K	$0	2	0%	Maintained
1640	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3.35K	-$4.88K	2	0%	Reduced
1641	TWP TFO Wealth Partners Maumee, Ohio	$3.27K	+$1.84K	9	0%	Increased
1642	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$3.26K	$0	2	0%	Maintained
1643	FPFS First Personal Financial Services Charlotte, North Carolina	$3.24K	$0	1	0%	Maintained
1644	SouthState Corp Winter Haven, Florida	$3.12K	-$1.82K	2	0%	Reduced
1645	CIA Cape Investment Advisory Mcdonough, Georgia	$3.08K	$0	2	0%	Maintained
1646	GEA Glen Eagle Advisors Kingston, New Jersey	$3.01K	-$17.7K	2	0%	Reduced
1647	MFA McClarren Financial Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1648	KC Kenfarb & Co Ashland, Kentucky	$2.8K	-$4.32K	1	0%	Reduced
1649	TCA Trifecta Capital Advisors Northbrook, Illinois	$2.78K	$0	3	0%	Maintained
1650	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$2.64K	-$22	1	0%	Reduced