← 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	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$12.9K	-$1.83K	3	0.01%	Reduced
1627	RS Rakuten Securities Tokyo, Japan	$12.7K	-$23.5K	4	0.01%	Reduced
1628	TM Torren Management San Diego, California	$12.6K	-$76.9K	3	0.01%	Reduced
1629	Hillsdale Investment Management Toronto, Ontario, Canada	$12.1K	+$15.2K	1	0%	New
1630	ATC Adirondack Trust Company Saratoga Springs, New York	$12K	$0	2	0%	Maintained
1631	BONH Bank of New Hampshire Laconia, New Hampshire	$11.5K	$0	2	0%	Maintained
1632	BCM Boreal Capital Management Miami, Florida	$11.3K	-$4.63K	4	0.01%	Reduced
1633	WBC West Branch Capital Amherst, Massachusetts	$11.2K	-$730	1	0%	Reduced
1634	CFM Cornerstone Financial Management Burlington, Massachusetts	$11.1K	-$6.36K	5	0.01%	Reduced
1635	AW Avion Wealth The Woodlands, Texas	$11K	+$313	7	0%	Increased
1636	OAJ Ogorek Anthony Joseph Williamsville, New York	$11K	-$3.41K	3	0%	Reduced
1637	HWP Highline Wealth Partners Sherman Oaks, California	$10.9K	+$6.92K	8	0%	Increased
1638	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$10.9K	+$3.57K	6	0%	Increased
1639	RWM Raffa Wealth Management Washington, District of Columbia	$10.8K	+$270	9	0%	Increased
1640	CA Crewe Advisors Salt Lake City, Utah	$10.6K	-$2.92K	3	0%	Reduced
1641	IW Imprint Wealth Mount Pleasant, South Carolina	$10.6K	$0	1	0.05%	Maintained
1642	RCM Raleigh Capital Management Cary, North Carolina	$10.4K	+$1.28K	3	0%	Increased
1643	PF PlanVest Financial Gaithersburg, Maryland	$10.3K	+$11.1K	1	0.01%	New
1644	DIP DT Investment Partners Chadds Ford, Pennsylvania	$10.2K	-$3.74K	2	0%	Reduced
1645	BA Bard Associates Chicago, Illinois	$10K	-$1.75K	1	0%	Reduced
1646	SN Sittner & Nelson Eugene, Oregon	$9.9K	$0	1	0%	Maintained
1647	BFS Bare Financial Services Gap, Pennsylvania	$9.9K	+$1.47K	6	0%	Increased
1648	Baillie Gifford & Co Edinburgh, United Kingdom	$9.9K	-$211	1	0%	Reduced
1649	EFMH E Fund Management (HK) Central, Hong Kong	$9.8K	+$10.2K	2	0%	Increased
1650	OC Oakworth Capital Birmingham, Alabama	$9.6K	-$18.1K	4	0%	Reduced