← 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	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$3.61K	-$375	3	0%	Reduced
1702	FFA Frazier Financial Advisors Columbus, Ohio	$3.61K	+$2.6K	3	0%	Increased
1703	ACM Accent Capital Management Centerville, Ohio	$3.59K	-$498	1	0%	Reduced
1704	BWM Bernard Wealth Management Royal Oak, Michigan	$3.54K	$0	1	0%	Maintained
1705	CIR Clear Investment Research Alpharetta, Georgia	$3.48K	+$3.79K	2	0.01%	New
1706	BWM Bullock Wealth Management Bloomington, Indiana	$3.26K	-$2.01K	2	0%	Reduced
1707	TCM TD Capital Management Memphis, Tennessee	$3.22K	$0	2	0%	Maintained
1708	FUBT First United Bank & Trust Oakland, Maryland	$3.15K	$0	1	0%	Maintained
1709	FC Fairscale Capital Nashua, New Hampshire	$3.11K	$0	1	0%	Maintained
1710	CWM Consultiva Wealth Management San Juan, Puerto Rico	$3.04K	$0	1	0.01%	Maintained
1711	WB Webster Bank Waterbury, Connecticut	$3.02K	+$1.24K	2	0%	Increased
1712	IPS Investors Portfolio Services Puyallup, Washington	$2.98K	+$3.12K	4	0%	Increased
1713	T Tidemark San Diego, California	$2.97K	+$2.71K	3	0%	Increased
1714	NL NVWM LLC Yardley, Pennsylvania	$2.97K	$0	3	0%	Maintained
1715	MAM Morse Asset Management Darien, Connecticut	$2.97K	$0	2	0%	Maintained
1716	GCP Gill Capital Partners Denver, Colorado	$2.95K	+$3.29K	4	0%	New
1717	NRG Nemes Rush Group Novi, Michigan	$2.94K	$0	3	0%	Maintained
1718	OW Olistico Wealth Tulsa, Oklahoma	$2.93K	+$3.24K	1	0%	New
1719	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$2.81K	+$1.52K	5	0%	Increased
1720	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$2.7K	+$1.79K	5	0%	Increased
1721	First Command Advisory Services Fort Worth, Texas	$2.7K	+$3K	2	0%	New
1722	CB CNB Bank Clearfield, Pennsylvania	$2.65K	$0	1	0%	Maintained
1723	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$2.61K	+$2.31K	1	0%	New
1724	HWM HighMark Wealth Management St. Paul, Minnesota	$2.59K	+$1.4K	2	0%	Increased
1725	HIA HFM Investment Advisors Glassboro, New Jersey	$2.5K	+$656	5	0%	Increased