← 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	GWSA Global Wealth Strategies & Associates Denver, Colorado	$7.99K	$0	3	0%	Maintained
1652	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$7.69K	+$8.86K	2	0%	New
1653	BONH Bank of New Hampshire Laconia, New Hampshire	$7.56K	$0	2	0%	Maintained
1654	IRC Investors Research Corp Atlanta, Georgia	$7.51K	$0	3	0%	Maintained
1655	CIR Clear Investment Research Alpharetta, Georgia	$7.43K	$0	2	0.01%	Maintained
1656	AA Addison Advisors Middlebury, Vermont	$7.43K	$0	2	0%	Maintained
1657	DAC Dividend Assets Capital Ridgeland, South Carolina	$7K	-$148K	1	0%	Reduced
1658	KC Kenfarb & Co Ashland, Kentucky	$6.97K	$0	2	0.01%	Maintained
1659	HS Horan Securities Cincinnati, United States	$6.75K	$0	4	0%	Maintained
1660	TCTC Holdings Dallas, Texas	$6.5K	-$354	1	0%	Reduced
1661	CWM Compass Wealth Management Guilford, Connecticut	$6.48K	$0	1	0%	Maintained
1662	SouthState Corp Winter Haven, Florida	$6.42K	-$35K	2	0%	Reduced
1663	PPWM PFG Private Wealth Management Lutz, Florida	$6.41K	$0	1	0%	Maintained
1664	JMF Johnson Midwest Financial Glidden, Iowa	$6.12K	+$72	1	0.01%	Increased
1665	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$5.47K	$0	2	0%	Maintained
1666	MFA McClarren Financial Advisors State College, Pennsylvania	$5K	+$545	2	0%	Increased
1667	NRG Nemes Rush Group Novi, Michigan	$4.74K	+$5.21K	2	0%	New
1668	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$4.71K	$0	1	0%	Maintained
1669	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$4.71K	$0	2	0%	Maintained
1670	BAM Bellevue Asset Management Bellevue, Washington	$4.65K	$0	2	0%	Maintained
1671	FPFS First Personal Financial Services Charlotte, North Carolina	$4.02K	$0	1	0%	Maintained
1672	POIA Pin Oak Investment Advisors Houston, Texas	$4K	$0	2	0%	Maintained
1673	DCM Davidson Capital Management Corpus Christi, Texas	$3.87K	+$890	1	0%	Increased
1674	NA Nordwand Advisors Radnor, Pennsylvania	$3.65K	$0	1	0%	Maintained
1675	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$3.55K	-$7.21K	2	0%	Reduced