← 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	RS Rakuten Securities Tokyo, Japan	$8.02K	+$582	5	0%	Increased
1702	FCT First Community Trust Dubuque, Iowa	$8.02K	$0	3	0.01%	Maintained
1703	AW Avion Wealth The Woodlands, Texas	$8K	-$13.1K	3	0%	Reduced
1704	AP Aspect Partners Fairfax, Virginia	$7.81K	$0	2	0.01%	Maintained
1705	ACM Anfield Capital Management Irvine, California	$7.81K	+$7.33K	3	0%	New
1706	PP Pacifica Partners Surrey, Canada	$7.72K	$0	1	0%	Maintained
1707	EC Elequin Capital New York	$7.65K	+$7.76K	1	0%	Increased
1708	RG Retirement Group San Diego, California	$7.49K	+$1.2K	3	0%	Increased
1709	BFS Burkett Financial Services Rock Hill, South Carolina	$7.17K	+$57	2	0%	Increased
1710	TCM TD Capital Management Memphis, Tennessee	$7.15K	$0	1	0%	Maintained
1711	RTL Red Tortoise LLC Atlanta, Georgia	$7.15K	$0	3	0%	Maintained
1712	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$7.13K	$0	1	0%	Maintained
1713	LF LifeSteps Financial Claremont, California	$7.08K	+$6.89K	2	0.01%	New
1714	GWSA Global Wealth Strategies & Associates Denver, Colorado	$7.02K	$0	4	0%	Maintained
1715	SL Salomon & Ludwin Richmond, Virginia	$7K	-$4.37K	2	0%	Reduced
1716	AA AlphaMark Advisors Ft. Wright, Kentucky	$7K	-$1.67K	1	0%	Reduced
1717	BHWM Beaird Harris Wealth Management Dallas, Texas	$7K	$0	4	0%	Maintained
1718	CIR Clear Investment Research Alpharetta, Georgia	$6.87K	+$29	2	0.01%	Increased
1719	PCFFS Pacific Center for Financial Services San Ramon, California	$6.73K	+$6.23K	1	0%	New
1720	DIP DT Investment Partners Chadds Ford, Pennsylvania	$6.26K	-$52.1K	2	0%	Reduced
1721	SC Steph & Co Marinette, Wisconsin	$5.98K	$0	1	0%	Maintained
1722	NRG Nemes Rush Group Novi, Michigan	$5.84K	$0	3	0%	Maintained
1723	PPWM PFG Private Wealth Management Lutz, Florida	$5.63K	-$355	1	0%	Reduced
1724	BAM Bellevue Asset Management Bellevue, Washington	$5.25K	$0	1	0%	Maintained
1725	GM GeoWealth Management Chicago, Illinois	$5.23K	+$4.04K	1	0%	New