← 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	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.12K	-$1.1K	3	0%	Reduced
1727	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3.06K	-$181K	1	0%	Reduced
1728	FPF First Pacific Financial Vancouver, Washington	$3.06K	+$3.25K	1	0%	New
1729	SC Sawyer & Company Boston, Massachusetts	$3K	$0	1	0%	Maintained
1730	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$2.96K	-$1.78K	1	0%	Reduced
1731	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$2.9K	$0	1	0%	Maintained
1732	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$2.8K	$0	1	0%	Maintained
1733	HNB Hilltop National Bank Casper, Wyoming	$2.79K	$0	3	0%	Maintained
1734	JSAM J. Safra Asset Management New York	$2.78K	+$3.63K	2	0%	New
1735	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$2.65K	$0	2	0%	Maintained
1736	MIM Macroview Investment Management Bethesda, Maryland	$2.57K	+$60	1	0%	Increased
1737	TFM TFC Financial Management Boston, Massachusetts	$2.56K	-$8.42K	5	0%	Reduced
1738	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$2.42K	+$2.13K	2	0%	Increased
1739	RWM Ruedi Wealth Management Champaign, Illinois	$2.35K	+$2.42K	4	0%	New
1740	WIA Wetzel Investment Advisors Indianapolis, Indiana	$2.2K	$0	3	0%	Maintained
1741	AA Addison Advisors Middlebury, Vermont	$2.11K	+$349	3	0%	Increased
1742	TLA Tanglewood Legacy Advisors Houston, Texas	$2.07K	$0	1	0%	Maintained
1743	UWS Unique Wealth Strategies Burr Ridge, Illinois	$2.01K	+$2.05K	3	0%	New
1744	MFA McClarren Financial Advisors State College, Pennsylvania	$2K	+$25.2K	1	0%	New
1745	VWA Valued Wealth Advisors Holladay, Utah	$2K	-$2.39K	2	0%	Reduced
1746	CFS CGC Financial Services Lake Oswego, Oregon	$1.98K	$0	2	0%	Maintained
1747	NRG Nemes Rush Group Novi, Michigan	$1.93K	-$3.64K	2	0%	Reduced
1748	GPFA Game Plan Financial Advisors Westlake, Ohio	$1.89K	-$1.58M	1	0%	Reduced
1749	CT Clearstead Trust Portland, Maine	$1.83K	+$1.83K	1	0%	New
1750	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1.53K	+$1.62K	1	0%	New