← 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	FPB First PREMIER Bank Sioux Falls, South Dakota	$10K	$0	1	0%	Maintained
1652	MTC Matrix Trust Company Denver, Colorado	$10K	-$576	1	0%	Reduced
1653	OC Oarsman Capital Milwaukee, Wisconsin	$9.77K	+$8.94K	1	0%	New
1654	OW Olistico Wealth Tulsa, Oklahoma	$9.63K	$0	1	0.01%	Maintained
1655	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$9.49K	-$193	10	0%	Reduced
1656	TCTC Holdings Dallas, Texas	$9.19K	-$4.29K	2	0%	Reduced
1657	AP Aspect Partners Fairfax, Virginia	$9K	+$184	2	0.01%	Increased
1658	AW Avion Wealth The Woodlands, Texas	$9K	+$552	2	0%	Increased
1659	CFG CKW Financial Group Honolulu, Hawaii	$9K	$0	2	0%	Maintained
1660	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$9K	+$684	1	0%	Increased
1661	SAM SP Asset Management Cupertino, California	$8.98K	+$9.93K	1	0%	New
1662	SVCP Silicon Valley Capital Partners San Jose, California	$8.86K	$0	1	0%	Maintained
1663	SA SRH Advisors Salina, Kansas	$8.83K	$0	2	0%	Maintained
1664	Bogart Wealth LLC Mclean, Virginia	$8.78K	$0	1	0%	Maintained
1665	CA Claris Advisors St. Louis, Missouri	$8.74K	+$8.46K	6	0%	New
1666	GEA Glen Eagle Advisors Kingston, New Jersey	$8.35K	+$51	4	0%	Increased
1667	VF VitalStone Financial Shavano Park, Texas	$8.34K	$0	1	0.01%	Maintained
1668	PCFFS Pacific Center for Financial Services San Ramon, California	$8.3K	$0	1	0%	Maintained
1669	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$8.28K	-$2.12K	2	0.01%	Reduced
1670	Stonehage Fleming Financial Services St. Helier, Jersey	$8.24K	$0	2	0%	Maintained
1671	RTL Red Tortoise LLC Atlanta, Georgia	$8.13K	$0	3	0%	Maintained
1672	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$8.07K	$0	2	0%	Maintained
1673	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$8K	$0	2	0%	Maintained
1674	PP PrairieView Partners St. Paul, Minnesota	$8K	$0	1	0%	Maintained
1675	TCM TD Capital Management Memphis, Tennessee	$7.85K	$0	1	0%	Maintained