← 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
1651	SA SRH Advisors Salina, Kansas	$11K	$0	2	0.01%	Maintained
1652	UIA Ulland Investment Advisors Minneapolis, Minnesota	$11K	$0	2	0.01%	Maintained
1653	CWA Clearview Wealth Advisors Salem, Oregon	$10.7K	+$72	2	0.01%	Increased
1654	FPFS First Personal Financial Services Charlotte, North Carolina	$10.3K	-$3.66K	2	0%	Reduced
1655	BHWM Beaird Harris Wealth Management Dallas, Texas	$10.1K	+$8.37K	3	0%	Increased
1656	EE EWG Elevate Roseville, California	$9.56K	+$9.23K	2	0%	New
1657	FA Fiduciary Alliance Greenville, South Carolina	$9.55K	+$10.3K	2	0%	New
1658	TCM TD Capital Management Memphis, Tennessee	$9.19K	+$36	1	0%	Increased
1659	AFIA America First Investment Advisors Omaha, Nebraska	$9K	$0	1	0%	Maintained
1660	AWM Accel Wealth Management Waverly, Iowa	$8.95K	$0	3	0%	Maintained
1661	VWM Valley Wealth Managers Paramus, New Jersey	$8.94K	-$25K	1	0%	Reduced
1662	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$8.54K	+$3.73K	3	0%	Increased
1663	CAC Core Alternative Capital Peachtree Corners, Georgia	$8.27K	-$31	2	0%	Reduced
1664	KC Kenfarb & Co Ashland, Kentucky	$8.03K	$0	2	0.01%	Maintained
1665	BONH Bank of New Hampshire Laconia, New Hampshire	$8K	-$1.83K	2	0%	Reduced
1666	AWM Abound Wealth Management Franklin, Tennessee	$7.89K	+$2.46K	4	0%	Increased
1667	CSC Caldwell Sutter Capital Sausalito, California	$7.81K	+$7.8K	1	0.01%	New
1668	MLA MB, Levis & Associates Center Valley, Pennsylvania	$7.81K	+$7.09K	1	0.01%	New
1669	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$7.61K	-$16.8K	1	0%	Reduced
1670	TCTC Holdings Dallas, Texas	$7.61K	$0	1	0%	Maintained
1671	GCM Gables Capital Management Miami, Florida	$7.44K	+$8.71K	1	0.01%	New
1672	GWSA Global Wealth Strategies & Associates Denver, Colorado	$7.43K	+$7.04K	3	0%	New
1673	AF Affiance Financial St. Louis Park, Minnesota	$7.33K	+$7.33K	2	0%	New
1674	AA Addison Advisors Middlebury, Vermont	$7.19K	-$2.44K	5	0%	Reduced
1675	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$7.13K	+$4.46K	2	0%	Increased