← 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
1676	OW Olistico Wealth Tulsa, Oklahoma	$3.48K	$0	1	0%	Maintained
1677	TC Tacita Capital Toronto, Ontario, Canada	$3.48K	-$10.6K	1	0%	Reduced
1678	TPW Talon Private Wealth The Villages, Florida	$3.46K	+$3.59K	1	0%	New
1679	GSEP Golden State Equity Partners South Coast Metro, California	$3.39K	-$56.6K	1	0.01%	Reduced
1680	TFM TFC Financial Management Boston, Massachusetts	$3.36K	-$2.5K	3	0%	Reduced
1681	TCM TD Capital Management Memphis, Tennessee	$3.36K	$0	2	0%	Maintained
1682	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$3.28K	+$2.88K	2	0%	New
1683	NL NVWM LLC Yardley, Pennsylvania	$3.11K	+$50	2	0%	Increased
1684	PS Planning Strategies Lancaster, Pennsylvania	$3K	+$3.13K	4	0%	New
1685	MFS Montgomery Financial Services Ocean City, Maryland	$2.96K	+$3.02K	2	0%	New
1686	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$2.84K	-$342	3	0%	Reduced
1687	RCSA REYL & Cie S.A. Geneva, Switzerland	$2.82K	+$2.99K	1	0%	New
1688	MAM Morse Asset Management Darien, Connecticut	$2.77K	$0	2	0%	Maintained
1689	NRG Nemes Rush Group Novi, Michigan	$2.76K	-$78	3	0%	Reduced
1690	LFA LGT Financial Advisors Dallas, Texas	$2.75K	$0	1	0.01%	Maintained
1691	VIS Vega Investment Solutions Paris, France	$2.66K	+$4.45K	1	0%	New
1692	RCM Raleigh Capital Management Cary, North Carolina	$2.63K	-$6.78K	2	0%	Reduced
1693	BWM Bernard Wealth Management Royal Oak, Michigan	$2.56K	-$265	1	0%	Reduced
1694	FB First Bancorp Damariscotta, Maine	$2.54K	+$2.27K	1	0%	New
1695	FP Financial Perspectives Minneapolis, Minnesota	$2.45K	$0	2	0%	Maintained
1696	FFA Frazier Financial Advisors Columbus, Ohio	$2.4K	-$1.4K	2	0%	Reduced
1697	T Tidemark San Diego, California	$2.4K	-$211	2	0%	Reduced
1698	AF Abound Financial Granite Bay, California	$2.37K	-$389	1	0%	Reduced
1699	PB Prosperity Bancshares Houston, Texas	$2.34K	+$2.49K	1	0%	New
1700	FGA Fortis Group Advisors Westwood, New Jersey	$2.33K	$0	4	0%	Maintained