← 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	CQS Credential Qtrade Securities Vancouver,	$1.69K	+$1.64K	1	0%	Increased
1727	2L 25 LLC St. Louis, Missouri	$1.42K	+$1.38K	3	0%	New
1728	SJIM St. Johns Investment Management Jacksonville, Florida	$1.39K	$0	1	0%	Maintained
1729	FSWA Financial Synergies Wealth Advisors Houston, Texas	$1.31K	$0	1	0%	Maintained
1730	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$1.21K	-$170	1	0%	Reduced
1731	TWP TFO Wealth Partners Maumee, Ohio	$1.2K	-$13.3K	5	0%	Reduced
1732	GFPC Global Financial Private Client Sarasota, Florida	$1.1K	$0	1	0%	Maintained
1733	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$1.07K	$0	1	0%	Maintained
1734	WestEnd Advisors Charlotte, North Carolina	$991	-$934	0	–	Closed
1735	PO Private Ocean San Rafael, California	$984	$0	1	0%	Maintained
1736	HWP Highline Wealth Partners Sherman Oaks, California	$967	-$114	2	0%	Reduced
1737	Country Trust Bank Bloomington, Illinois	$956	$0	1	0%	Maintained
1738	BCFD Boit C.F. David	$935	-$2.13K	1	0%	Reduced
1739	WPA West Paces Advisors Atlanta, Georgia	$876	+$217	1	0%	Increased
1740	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$872	$0	1	0%	Maintained
1741	IA IFS Advisors Overland Park, Kansas	$870	$0	1	0%	Maintained
1742	AF Arrow Financial Glens Falls, New York	$815	$0	1	0%	Maintained
1743	IWP IAG Wealth Partners Waukesha, Wisconsin	$815	$0	1	0%	Maintained
1744	LWP Lumature Wealth Partners Alpharetta, Georgia	$759	-$57	1	0%	Reduced
1745	MWM Mascoma Wealth Management Hanover, New Hampshire	$749	$0	1	0%	Maintained
1746	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$732	+$692	1	0%	New
1747	HWM HighMark Wealth Management St. Paul, Minnesota	$659	$0	1	0%	Maintained
1748	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$562	$0	1	0%	Maintained
1749	SIS Strategic Investment Solutions Orland Park, Illinois	$520	+$468	2	0%	New
1750	CM Cornerstone Management Duluth, Georgia	$483	-$26.5K	1	0%	Reduced