← 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	TFG Team Financial Group Temecula, California	$2.5K	+$2.74K	1	0%	New
1652	MFC Mechanics Financial Corp Mansfield, Ohio	$2.41K	$0	1	0%	Maintained
1653	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$2.37K	$0	1	0%	Maintained
1654	LWA Lowe Wealth Advisors Columbia, Maryland	$2.25K	$0	1	0%	Maintained
1655	BAM Byrne Asset Management Kingston, New Jersey	$2K	$0	1	0%	Maintained
1656	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2K	$0	1	0%	Maintained
1657	NMG New Millennium Group Sandy, Utah	$1.97K	$0	2	0%	Maintained
1658	HWM HighMark Wealth Management St. Paul, Minnesota	$1.77K	$0	1	0%	Maintained
1659	AFG Albion Financial Group Salt Lake City, Utah	$1.75K	$0	2	0%	Maintained
1660	SJIM St. Johns Investment Management Jacksonville, Florida	$1.69K	$0	1	0%	Maintained
1661	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$1.63K	$0	1	0%	Maintained
1662	KA Kozak & Associates Highlands Ranch, Colorado	$1.57K	$0	1	0%	Maintained
1663	TWD True Wealth Design Akron, Ohio	$1.54K	-$102	5	0%	Reduced
1664	BCM Blume Capital Management Berkeley, California	$1.5K	$0	1	0%	Maintained
1665	LTI Laffer Tengler Investments Nashville, Tennessee	$1.49K	+$356	1	0%	Increased
1666	BSB Bangor Savings Bank Bangor, Maine	$1.49K	$0	2	0%	Maintained
1667	MIA Milestone Investment Advisors Middleton, Wisconsin	$1.41K	+$1.67K	2	0%	New
1668	FC Family CFO Los Altos, California	$1.37K	+$1.54K	1	0%	New
1669	AT Avalon Trust Santa Fe, New Mexico	$1.21K	+$1.36K	1	0%	New
1670	GFPC Global Financial Private Client Sarasota, Florida	$1.09K	+$429	2	0%	Increased
1671	CAM ClariVest Asset Management San Diego, California	$1K	-$1.79M	1	0%	Reduced
1672	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1K	-$10K	1	0%	Reduced
1673	JPWM Jamison Private Wealth Management Milton, Georgia	$897	+$796	1	0%	New
1674	WestEnd Advisors Charlotte, North Carolina	$768	+$883	4	0%	New
1675	EC Elequin Capital New York	$755	-$17.2K	1	0%	Reduced