← 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	IRC Investors Research Corp Atlanta, Georgia	$7.54K	$0	3	0%	Maintained
1677	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$7.48K	-$993	1	0%	Reduced
1678	CIR Clear Investment Research Alpharetta, Georgia	$7.47K	+$74	2	0.01%	Increased
1679	WAM WFA Asset Management Whitefish Bay, Wisconsin	$7.29K	$0	1	0%	Maintained
1680	PPWM PFG Private Wealth Management Lutz, Florida	$7.14K	$0	1	0%	Maintained
1681	SFG Steward Financial Group Colleyville, Texas	$7K	+$5.15K	7	0%	Increased
1682	JMF Johnson Midwest Financial Glidden, Iowa	$6.76K	+$74	1	0.01%	Increased
1683	HT Headlands Technologies Chicago, Illinois	$6.55K	+$5.08K	1	0%	Increased
1684	HS Horan Securities Cincinnati, United States	$6.3K	+$149	4	0%	Increased
1685	BONH Bank of New Hampshire Laconia, New Hampshire	$6.11K	-$1.34K	2	0%	Reduced
1686	RTL Red Tortoise LLC Atlanta, Georgia	$6.05K	+$1.43K	3	0%	Increased
1687	SC Sawyer & Company Boston, Massachusetts	$6K	$0	1	0%	Maintained
1688	AA Addison Advisors Middlebury, Vermont	$5.97K	-$1.7K	2	0%	Reduced
1689	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$5.88K	+$1.95K	2	0%	Increased
1690	CSC Caldwell Sutter Capital Sausalito, California	$5.82K	$0	1	0%	Maintained
1691	M MOTCO San Antonio, Texas	$5.62K	$0	1	0%	Maintained
1692	PMFA Plante Moran Financial Advisors Southfield, Michigan	$5.16K	-$6.91K	3	0%	Reduced
1693	MFC Mechanics Financial Corp Mansfield, Ohio	$4.5K	$0	1	0%	Maintained
1694	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$4.45K	+$4.55K	2	0%	New
1695	BAM Bellevue Asset Management Bellevue, Washington	$4.39K	$0	2	0%	Maintained
1696	ARS Adirondack Retirement Specialists Queensbury, New York	$4.35K	$0	1	0%	Maintained
1697	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$4.29K	+$4.05K	1	0%	New
1698	TD Ameritrade Investment Management Omaha, Nebraska	$4K	-$13.1K	1	0%	Reduced
1699	PFG Piershale Financial Group Barrington, Illinois	$3.73K	$0	1	0%	Maintained
1700	NA Nordwand Advisors Radnor, Pennsylvania	$3.73K	+$5.52K	1	0%	New