← 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
1776	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$665	-$36.4K	1	0%	Reduced
1777	SIS Strategic Investment Solutions Orland Park, Illinois	$630	-$29.8K	2	0%	Reduced
1778	NB NBT Bank Norwich, New York	$604	+$518	1	0%	New
1779	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$604	$0	1	0%	Maintained
1780	EC Elequin Capital New York	$595	-$207	1	0%	Reduced
1781	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$587	$0	1	0%	Maintained
1782	PCWA Pacific Capital Wealth Advisors Corona, California	$560	+$485	3	0%	New
1783	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$525	+$509	1	0%	New
1784	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$511	+$443	1	0%	New
1785	MWM Mascoma Wealth Management Hanover, New Hampshire	$511	$0	1	0%	Maintained
1786	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$500	+$428	1	0%	New
1787	YAL Your Advocates Ltd Houston, Texas	$482	$0	1	0%	Maintained
1788	PWMG Provence Wealth Management Group Irvine, California	$460	+$394	1	0%	New
1789	PCA Providence Capital Advisors Charlotte, North Carolina	$443	$0	1	0%	Maintained
1790	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$436	$0	1	0%	Maintained
1791	LFA Livelsberger Financial Advisory Ashland, Ohio	$416	+$361	1	0%	New
1792	FWM Focused Wealth Management Newburgh, New York	$379	$0	1	0%	Maintained
1793	AIC Archer Investment Corporation Carmel, Indiana	$367	+$281	2	0%	Increased
1794	EWM Evermay Wealth Management Arlington, Virginia	$345	+$307	1	0%	New
1795	DI DAGCO Inc Westlake, Ohio	$329	+$281	1	0%	New
1796	DWS Dynamic Wealth Strategies Granite Bay, California	$329	+$281	1	0%	New
1797	CT Clearstead Trust Portland, Maine	$322	-$11K	1	0%	Reduced
1798	EL EMFO LLC Weston, Florida	$303	$0	1	0%	Maintained
1799	CWM Cedar Wealth Management Walnut Creek, California	$263	+$225	1	0%	New
1800	BCM Bourgeon Capital Management Darien, Connecticut	$250	+$96	1	0%	Increased