← 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	CFG CKW Financial Group Honolulu, Hawaii	$7K	-$1.74K	2	0%	Reduced
1702	POIA Pin Oak Investment Advisors Houston, Texas	$7K	+$8.03K	1	0.01%	Increased
1703	CAC Core Alternative Capital Peachtree Corners, Georgia	$6.67K	-$11	3	0%	Reduced
1704	GEA Glen Eagle Advisors Kingston, New Jersey	$6.63K	+$988	4	0%	Increased
1705	SGC Slocum, Gordon & Co Newport, Rhode Island	$6.6K	$0	1	0.01%	Maintained
1706	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$6.47K	$0	1	0.01%	Maintained
1707	MWM Mascoma Wealth Management Hanover, New Hampshire	$6.39K	-$344	1	0%	Reduced
1708	AWM Accredited Wealth Management Louisville, Kentucky	$6.33K	+$70	3	0.01%	Increased
1709	SA SRH Advisors Salina, Kansas	$6.16K	$0	2	0%	Maintained
1710	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$6.06K	$0	2	0%	Maintained
1711	FPB First PREMIER Bank Sioux Falls, South Dakota	$6K	$0	1	0%	Maintained
1712	UIA Ulland Investment Advisors Minneapolis, Minnesota	$6K	$0	1	0%	Maintained
1713	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$5.98K	$0	1	0%	Maintained
1714	IWM Inlight Wealth Management Atlanta, Georgia	$5.93K	-$66.9K	1	0%	Reduced
1715	FCT First Community Trust Dubuque, Iowa	$5.91K	$0	3	0%	Maintained
1716	SRCM Signature Resources Capital Management Newport Beach, California	$5.76K	+$1.67K	3	0%	Increased
1717	HWP Highline Wealth Partners Sherman Oaks, California	$5.73K	-$3.98K	5	0%	Reduced
1718	HNB Hilltop National Bank Casper, Wyoming	$5.38K	+$5.58K	2	0%	New
1719	FPF First Pacific Financial Vancouver, Washington	$5.29K	+$623	2	0%	Increased
1720	BHWM Beaird Harris Wealth Management Dallas, Texas	$5.22K	-$785	3	0%	Reduced
1721	BAM Bellevue Asset Management Bellevue, Washington	$5.16K	$0	1	0%	Maintained
1722	1IA 1620 Investment Advisors Plymouth, Massachusetts	$5.12K	-$864	3	0%	Reduced
1723	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$5.07K	$0	2	0%	Maintained
1724	SIC SJS Investment Consulting Sylvania, Ohio	$5.07K	-$3.94K	7	0%	Reduced
1725	BFP Briaud Financial Planning College Station, Texas	$5K	+$5.62K	1	0%	New