← 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
1751	NMG New Millennium Group Sandy, Utah	$1.51K	+$1.59K	1	0%	New
1752	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.44K	+$32	2	0%	Increased
1753	GFPC Global Financial Private Client Sarasota, Florida	$1.4K	$0	2	0%	Maintained
1754	T Tidemark San Diego, California	$1.34K	-$153K	1	0%	Reduced
1755	FPFS First Personal Financial Services Charlotte, North Carolina	$1.33K	$0	1	0%	Maintained
1756	BCM Blume Capital Management Berkeley, California	$1.25K	$0	1	0%	Maintained
1757	FP Financial Perspectives Minneapolis, Minnesota	$1.18K	$0	2	0%	Maintained
1758	RP Raelipskie Partnership Waterloo, Ontario, Canada	$1.07K	$0	1	0%	Maintained
1759	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$1K	+$850	1	0%	New
1760	JEST JTC Employer Solutions Trustee St Helier, Jersey	$1K	$0	1	0%	Maintained
1761	MFC Mechanics Financial Corp Mansfield, Ohio	$1K	$0	1	0%	Maintained
1762	POIA Pin Oak Investment Advisors Houston, Texas	$1K	$0	1	0%	Maintained
1763	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$1K	-$32	2	0%	Reduced
1764	First Command Advisory Services Fort Worth, Texas	$988	-$305	1	0%	Reduced
1765	TCCM Timber Creek Capital Management Boston, Massachusetts	$825	$0	1	0%	Maintained
1766	BMC Bear Mountain Capital Seattle, Washington	$788	+$1.01K	1	0%	New
1767	AF Arrow Financial Glens Falls, New York	$775	$0	2	0%	Maintained
1768	NL NVWM LLC Yardley, Pennsylvania	$766	+$812	1	0%	New
1769	NB NBT Bank Norwich, New York	$757	$0	1	0%	Maintained
1770	HWP Highline Wealth Partners Sherman Oaks, California	$724	$0	2	0%	Maintained
1771	WestEnd Advisors Charlotte, North Carolina	$720	$0	4	0%	Maintained
1772	DFC DB Fitzpatrick & Co Boise, Idaho	$673	+$682	1	0%	New
1773	LWA Lowe Wealth Advisors Columbia, Maryland	$655	$0	1	0%	Maintained
1774	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$626	$0	1	0%	Maintained
1775	IA IFS Advisors Overland Park, Kansas	$602	$0	1	0%	Maintained