← 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
1726	MWM Mosley Wealth Management Anaheim, California	$1.54K	+$98	1	0%	Increased
1727	SWA SOA Wealth Advisors New York	$1.5K	$0	1	0%	Maintained
1728	BC Barrett & Company Providence, Rhode Island	$1.42K	$0	2	0%	Maintained
1729	WA Whipplewood Advisors Littleton, Colorado	$1.41K	-$12.6K	3	0%	Reduced
1730	CAC Core Alternative Capital Peachtree Corners, Georgia	$1.39K	$0	1	0%	Maintained
1731	SRCM Signature Resources Capital Management Newport Beach, California	$1.37K	$0	2	0%	Maintained
1732	GWM Gilpin Wealth Management Denver, Colorado	$1.35K	+$100	4	0%	Increased
1733	CC Corsicana & Co Corsicana, Texas	$1.35K	+$1.4K	1	0%	New
1734	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$1.35K	$0	1	0%	Maintained
1735	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$1.33K	-$1.42K	3	0%	Reduced
1736	SFS Sunrise Financial Services Burien, Washington	$1.3K	-$518	2	0%	Reduced
1737	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$1.29K	+$698	3	0%	Increased
1738	DF DecisionPoint Financial Mesa, Arizona	$1.25K	+$425	6	0%	Increased
1739	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$1.24K	$0	1	0%	Maintained
1740	WAG Wilkerson Advisory Group Columbia, Missouri	$1.17K	-$1.04K	1	0%	Reduced
1741	TAP Tounjian Advisory Partners Fort Myers, Florida	$1.17K	-$712K	3	0%	Reduced
1742	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$1.09K	-$502K	2	0%	Reduced
1743	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.08K	+$965	1	0%	New
1744	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$1.07K	+$1.04K	1	0%	New
1745	SC Sawyer & Company Boston, Massachusetts	$1.07K	$0	1	0%	Maintained
1746	VR Vision Retirement Ridgewood, New Jersey	$1.07K	$0	2	0%	Maintained
1747	KA Kozak & Associates Highlands Ranch, Colorado	$1.03K	$0	1	0%	Maintained
1748	WestEnd Advisors Charlotte, North Carolina	$1K	-$314	2	0%	Reduced
1749	NWM Navigoe Wealth Management Redondo Beach, California	$1K	+$1.08K	5	0%	Increased
1750	IPS Investors Portfolio Services Puyallup, Washington	$989	-$1.97K	1	0%	Reduced