← 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	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$14.6K	$0	1	0%	Maintained
1627	SIC SJS Investment Consulting Sylvania, Ohio	$14.6K	-$1.25K	9	0%	Reduced
1628	DF Dunhill Financial London, United Kingdom	$14.4K	+$7.15K	5	0.01%	Increased
1629	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$14.1K	+$13.3K	1	0.01%	New
1630	AWM Abound Wealth Management Franklin, Tennessee	$13.3K	-$88	7	0%	Reduced
1631	FHA Flagship Harbor Advisors Boston, Massachusetts	$13.2K	-$2.1K	1	0%	Reduced
1632	RWM Raffa Wealth Management Washington, District of Columbia	$13.2K	-$103K	6	0%	Reduced
1633	Marex Group London,	$13.1K	-$485	1	0%	Reduced
1634	FMP Financial Management Professionals Austin, Texas	$13K	+$123	4	0%	Increased
1635	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$13K	$0	1	0%	Maintained
1636	FGC Financial Gravity Companies Lakeway, Texas	$12.6K	+$11.8K	1	0%	New
1637	Accredited Investors Edina, Minnesota	$12.3K	-$23.3K	1	0%	Reduced
1638	BONH Bank of New Hampshire Laconia, New Hampshire	$12.3K	$0	2	0%	Maintained
1639	ATC Adirondack Trust Company Saratoga Springs, New York	$12.3K	$0	1	0%	Maintained
1640	HGA Hobbs Group Advisors Columbia, South Carolina	$12.2K	$0	2	0%	Maintained
1641	TFA Toth Financial Advisory Leesburg, Virginia	$12K	-$21.1K	1	0%	Reduced
1642	FFA Frazier Financial Advisors Columbus, Ohio	$11.7K	-$20.6K	2	0.01%	Reduced
1643	FWA FSC Wealth Advisors Fishkill, New York	$11.6K	+$123	1	0.01%	Increased
1644	RAM Riggs Asset Management Dallas, Pennsylvania	$11.6K	-$858	1	0%	Reduced
1645	PFG Peterson Financial Group Des Moines, Iowa	$11.5K	+$11.1K	2	0.04%	New
1646	RA Ransom Advisory Providence, Rhode Island	$11.5K	-$15	2	0.01%	Reduced
1647	WOC West Oak Capital Westlake Village, California	$11.4K	$0	1	0%	Maintained
1648	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$10.7K	-$14.3K	1	0%	Reduced
1649	CAC Core Alternative Capital Peachtree Corners, Georgia	$10.3K	$0	3	0%	Maintained
1650	MLA MB, Levis & Associates Center Valley, Pennsylvania	$10.2K	$0	1	0.01%	Maintained