← 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
1701	MIM Macroview Investment Management Bethesda, Maryland	$3.28K	+$36	1	0.01%	Increased
1702	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3K	$0	1	0%	Maintained
1703	FMP Financial Management Professionals Austin, Texas	$3K	+$220	3	0%	Increased
1704	KA Kozak & Associates Highlands Ranch, Colorado	$3K	$0	1	0%	Maintained
1705	TCA Trifecta Capital Advisors Northbrook, Illinois	$2.81K	+$2.88K	3	0%	New
1706	BCFD Boit C.F. David	$2.71K	-$764	1	0%	Reduced
1707	DCM Davidson Capital Management Corpus Christi, Texas	$2.65K	+$815	1	0%	Increased
1708	BCM Blume Capital Management Berkeley, California	$2.53K	$0	1	0%	Maintained
1709	Independent Advisor Alliance Charlotte, North Carolina	$2.37K	-$785K	1	0%	Reduced
1710	AFG Albion Financial Group Salt Lake City, Utah	$2.06K	$0	2	0%	Maintained
1711	LTI Laffer Tengler Investments Nashville, Tennessee	$2.02K	$0	1	0%	Maintained
1712	BSB Bangor Savings Bank Bangor, Maine	$2K	$0	2	0%	Maintained
1713	HT Headlands Technologies Chicago, Illinois	$2K	+$1.71K	1	0%	New
1714	MTIC Missouri Trust & Investment Company Springfield, Missouri	$2K	$0	1	0%	Maintained
1715	SFG Steward Financial Group Colleyville, Texas	$2K	+$4.87K	6	0%	New
1716	GIA Goodwin Investment Advisory Woodstock, Georgia	$1.97K	-$2.71K	2	0%	Reduced
1717	TWD True Wealth Design Akron, Ohio	$1.95K	+$1.99K	6	0%	New
1718	LWP Laurel Wealth Planning Edina, Minnesota	$1.9K	$0	1	0%	Maintained
1719	LIM Longfellow Investment Management Boston, Massachusetts	$1.67K	-$190K	1	0%	Reduced
1720	EC Elequin Capital New York	$1.65K	+$1.15K	1	0%	Increased
1721	FSWA Financial Synergies Wealth Advisors Houston, Texas	$1.25K	$0	1	0%	Maintained
1722	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$1.24K	$0	1	0%	Maintained
1723	WWP WR Wealth Planners Columbia, Missouri	$1.22K	$0	1	0%	Maintained
1724	HWP Highline Wealth Partners Sherman Oaks, California	$1.09K	$0	2	0%	Maintained
1725	SJIM St. Johns Investment Management Jacksonville, Florida	$1.05K	$0	1	0%	Maintained