← 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	+$394	3	0%	Increased
1652	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$10.8K	-$1.48K	1	0%	Reduced
1653	B Birchbrook Bangor, Maine	$10.8K	+$9.63K	1	0.01%	New
1654	RIM Rockbridge Investment Management Syracuse, New York	$10.8K	+$9.63K	3	0%	New
1655	FWA FSC Wealth Advisors Fishkill, New York	$10.2K	$0	1	0.01%	Maintained
1656	DAC Dividend Assets Capital Ridgeland, South Carolina	$10K	+$4.57K	2	0%	Increased
1657	MLA MB, Levis & Associates Center Valley, Pennsylvania	$9.96K	$0	1	0.01%	Maintained
1658	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$9.93K	+$8.51K	1	0.01%	New
1659	FP Financial Perspectives Minneapolis, Minnesota	$9.66K	+$23	3	0%	Increased
1660	ATC Adirondack Trust Company Saratoga Springs, New York	$9.52K	-$7.85K	1	0%	Reduced
1661	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$9.49K	+$1.87K	4	0%	Increased
1662	KFS Kelly Financial Services Braintree, Massachusetts	$9.49K	-$11K	5	0%	Reduced
1663	HF Halpern Financial Ashburn, Virginia	$9.45K	$0	1	0%	Maintained
1664	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$9K	+$9.02K	2	0%	New
1665	PP PrairieView Partners St. Paul, Minnesota	$9K	$0	1	0%	Maintained
1666	BONH Bank of New Hampshire Laconia, New Hampshire	$8.86K	+$844	3	0%	Increased
1667	TCCM Timber Creek Capital Management Boston, Massachusetts	$8.78K	$0	2	0%	Maintained
1668	CJ Caitlin John Brighton, Michigan	$8.68K	+$8.61K	4	0.01%	New
1669	SVCP Silicon Valley Capital Partners San Jose, California	$8.54K	$0	1	0%	Maintained
1670	RWPA Richard W. Paul & Associates Novi, Michigan	$8.43K	-$1.4K	2	0%	Reduced
1671	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$8.35K	+$5.02K	2	0%	Increased
1672	BAM Byrne Asset Management Kingston, New Jersey	$8.25K	+$5.19K	2	0.01%	Increased
1673	SRCM Signature Resources Capital Management Newport Beach, California	$8.21K	+$7.32K	1	0.01%	New
1674	TAM Tucker Asset Management Littleton, Colorado	$8.2K	-$203	5	0%	Reduced
1675	AA Addison Advisors Middlebury, Vermont	$8.15K	-$558	2	0%	Reduced