← 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	DIP DT Investment Partners Chadds Ford, Pennsylvania	$11.8K	-$2.71K	2	0%	Reduced
1652	FWM Focused Wealth Management Newburgh, New York	$11.8K	$0	3	0%	Maintained
1653	OIA Optimum Investment Advisors Chicago, Illinois	$11.6K	-$536	2	0.01%	Reduced
1654	TCCM Timber Creek Capital Management Boston, Massachusetts	$11.6K	$0	2	0%	Maintained
1655	AFIA America First Investment Advisors Omaha, Nebraska	$11.4K	$0	1	0%	Maintained
1656	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$11.3K	$0	3	0.03%	Maintained
1657	UIA Ulland Investment Advisors Minneapolis, Minnesota	$11K	$0	2	0.01%	Maintained
1658	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$11K	-$215	1	0.01%	Reduced
1659	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$10.8K	+$6.09K	4	0.01%	Increased
1660	CYG Clean Yield Group Norwich, Vermont	$10.4K	-$7.49K	1	0%	Reduced
1661	TF TimeScale Financial Danvers, Massachusetts	$10.3K	-$8.93K	3	0%	Reduced
1662	MLA MB, Levis & Associates Center Valley, Pennsylvania	$10.2K	$0	1	0.01%	Maintained
1663	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$9.36K	$0	3	0%	Maintained
1664	Benjamin Edwards Inc Clayton, Missouri	$9K	-$6.66K	2	0%	Reduced
1665	HB Horizon Bancorp Michigan City, Indiana	$9K	-$336K	1	0.01%	Reduced
1666	TCM TD Capital Management Memphis, Tennessee	$8.99K	+$74	1	0%	Increased
1667	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$8.98K	-$15.1K	1	0%	Reduced
1668	KC Kenfarb & Co Ashland, Kentucky	$8.84K	$0	2	0.01%	Maintained
1669	TCTC Holdings Dallas, Texas	$8.83K	+$369	1	0%	Increased
1670	AWM Accel Wealth Management Waverly, Iowa	$8.82K	$0	3	0%	Maintained
1671	CWM Compass Wealth Management Guilford, Connecticut	$8.44K	-$25.6K	1	0%	Reduced
1672	GCM Gables Capital Management Miami, Florida	$8.08K	+$35	1	0.01%	Increased
1673	FMP Financial Management Professionals Austin, Texas	$8K	+$4.94K	3	0%	Increased
1674	PP PrairieView Partners St. Paul, Minnesota	$8K	$0	1	0%	Maintained
1675	GWSA Global Wealth Strategies & Associates Denver, Colorado	$7.81K	$0	3	0%	Maintained