← 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	CIA Cape Investment Advisory Mcdonough, Georgia	$3.54K	+$632	2	0%	Increased
1677	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3.5K	$0	1	0%	Maintained
1678	MFC Mechanics Financial Corp Mansfield, Ohio	$3.46K	$0	1	0%	Maintained
1679	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.39K	$0	3	0%	Maintained
1680	BHWM Beaird Harris Wealth Management Dallas, Texas	$3.09K	+$90	2	0%	Increased
1681	BAM Byrne Asset Management Kingston, New Jersey	$3K	$0	1	0%	Maintained
1682	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$3K	+$2.97K	2	0%	New
1683	2L 25 LLC St. Louis, Missouri	$2.77K	+$1.48K	4	0%	Increased
1684	LWA Lowe Wealth Advisors Columbia, Maryland	$2.77K	$0	1	0%	Maintained
1685	M MOTCO San Antonio, Texas	$2.75K	-$2.79K	4	0%	Reduced
1686	ARS Adirondack Retirement Specialists Queensbury, New York	$2.59K	-$1.06K	1	0%	Reduced
1687	NMG New Millennium Group Sandy, Utah	$2.52K	$0	2	0%	Maintained
1688	KA Kozak & Associates Highlands Ranch, Colorado	$2.35K	$0	1	0%	Maintained
1689	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$2.33K	+$2.94K	1	0%	New
1690	AFG Albion Financial Group Salt Lake City, Utah	$2.16K	$0	2	0%	Maintained
1691	BCM Blume Capital Management Berkeley, California	$2.16K	$0	1	0%	Maintained
1692	BSB Bangor Savings Bank Bangor, Maine	$2.04K	-$545	2	0%	Reduced
1693	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2K	$0	1	0%	Maintained
1694	TWD True Wealth Design Akron, Ohio	$1.98K	+$93	5	0%	Increased
1695	LIM Longfellow Investment Management Boston, Massachusetts	$1.75K	$0	1	0%	Maintained
1696	LTI Laffer Tengler Investments Nashville, Tennessee	$1.73K	$0	1	0%	Maintained
1697	TFM TFC Financial Management Boston, Massachusetts	$1.64K	-$1.34K	2	0%	Reduced
1698	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$1.55K	-$124K	1	0%	Reduced
1699	SJIM St. Johns Investment Management Jacksonville, Florida	$1.5K	$0	1	0%	Maintained
1700	TWP TFO Wealth Partners Maumee, Ohio	$1.19K	$0	5	0%	Maintained