← 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	SC Sawyer & Company Boston, Massachusetts	$5.16K	$0	1	0%	Maintained
1727	LTI Laffer Tengler Investments Nashville, Tennessee	$5.12K	$0	2	0%	Maintained
1728	VWA Valued Wealth Advisors Holladay, Utah	$5.07K	+$104	2	0%	Increased
1729	DF Dunhill Financial London, United Kingdom	$5.02K	+$790	5	0%	Increased
1730	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$5K	-$77	2	0%	Reduced
1731	UIA Ulland Investment Advisors Minneapolis, Minnesota	$5K	$0	1	0%	Maintained
1732	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$4.87K	$0	2	0%	Maintained
1733	WAG Wiser Advisor Group Phoenix, Arizona	$4.74K	$0	1	0.01%	Maintained
1734	TCA Trifecta Capital Advisors Northbrook, Illinois	$4.69K	$0	4	0%	Maintained
1735	RFG REAP Financial Group Austin, Texas	$4.59K	+$4.47K	1	0%	New
1736	WB Webster Bank Waterbury, Connecticut	$4.54K	-$7.57K	1	0%	Reduced
1737	Bogart Wealth LLC Mclean, Virginia	$4.38K	-$43.3K	1	0%	Reduced
1738	JPWM Jamison Private Wealth Management Milton, Georgia	$4.38K	+$207	2	0%	Increased
1739	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$4.37K	$0	1	0%	Maintained
1740	Ninety One (UK) London, United Kingdom	$4.31K	$0	1	0%	Maintained
1741	M MOTCO San Antonio, Texas	$4.28K	+$2.55K	2	0%	Increased
1742	TAM Tucker Asset Management Littleton, Colorado	$4.19K	+$1.01K	3	0%	Increased
1743	DI DAGCO Inc Westlake, Ohio	$3.96K	+$3.14K	1	0%	Increased
1744	SA Scarborough Advisors Annapolis, Maryland	$3.7K	-$6.51K	1	0%	Reduced
1745	Altshuler Shaham Tel Aviv, Israel	$3.66K	-$21.3K	1	0%	Reduced
1746	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$3.34K	$0	1	0%	Maintained
1747	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3.28K	-$8.03K	2	0%	Reduced
1748	HNB Hilltop National Bank Casper, Wyoming	$3.2K	+$3.16K	3	0%	New
1749	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$3.18K	$0	1	0%	Maintained
1750	TWD True Wealth Design Akron, Ohio	$3.14K	+$1.21K	5	0%	Increased