← 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	FPFS First Personal Financial Services Charlotte, North Carolina	$3.66K	-$7.94K	1	0%	Reduced
1702	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3.5K	$0	1	0%	Maintained
1703	DCM Davidson Capital Management Corpus Christi, Texas	$3.32K	+$997	1	0%	Increased
1704	KM Kalos Management Alpharetta, Georgia	$3.32K	+$3.55K	1	0.01%	New
1705	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.21K	$0	3	0%	Maintained
1706	KA Kozak & Associates Highlands Ranch, Colorado	$3.15K	$0	1	0%	Maintained
1707	LWA Lowe Wealth Advisors Columbia, Maryland	$3.11K	$0	1	0%	Maintained
1708	TFM TFC Financial Management Boston, Massachusetts	$3.08K	-$937	4	0%	Reduced
1709	BAM Byrne Asset Management Kingston, New Jersey	$3K	+$2.57K	1	0%	New
1710	JEST JTC Employer Solutions Trustee St Helier, Jersey	$3K	-$32K	1	0%	Reduced
1711	MFA McClarren Financial Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1712	POIA Pin Oak Investment Advisors Houston, Texas	$3K	+$2.19K	2	0%	Increased
1713	BSB Bangor Savings Bank Bangor, Maine	$3K	$0	2	0%	Maintained
1714	NMG New Millennium Group Sandy, Utah	$2.95K	-$815	2	0%	Reduced
1715	CIA Cape Investment Advisory Mcdonough, Georgia	$2.89K	+$2.73K	2	0%	New
1716	PAG Paladin Advisory Group Clive, Iowa	$2.87K	+$2.89K	1	0%	New
1717	BCM Blume Capital Management Berkeley, California	$2.81K	$0	1	0%	Maintained
1718	BHWM Beaird Harris Wealth Management Dallas, Texas	$2.79K	-$8K	1	0%	Reduced
1719	LTI Laffer Tengler Investments Nashville, Tennessee	$2.25K	$0	1	0%	Maintained
1720	MIA Milestone Investment Advisors Middleton, Wisconsin	$2.24K	+$2.12K	2	0%	New
1721	AFG Albion Financial Group Salt Lake City, Utah	$2.17K	$0	2	0%	Maintained
1722	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$2K	+$1.67K	1	0%	New
1723	MTIC Missouri Trust & Investment Company Springfield, Missouri	$1.88K	$0	1	0%	Maintained
1724	TWD True Wealth Design Akron, Ohio	$1.78K	-$303	5	0%	Reduced
1725	LIM Longfellow Investment Management Boston, Massachusetts	$1.75K	$0	1	0%	Maintained