← 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	RTC Riverview Trust Company Vancouver, Washington	$1.38K	-$66.5K	1	0%	Reduced
1777	AA Addison Advisors Middlebury, Vermont	$1.37K	-$297	2	0%	Reduced
1778	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$1.31K	$0	1	0%	Maintained
1779	DF DecisionPoint Financial Mesa, Arizona	$1.3K	+$1.32K	2	0%	New
1780	T Tidemark San Diego, California	$1.3K	$0	1	0%	Maintained
1781	NL NVWM LLC Yardley, Pennsylvania	$1.29K	-$239	1	0%	Reduced
1782	DWM Dogwood Wealth Management Lenexa, Kansas	$1.28K	-$954	1	0%	Reduced
1783	BMC Bear Mountain Capital Seattle, Washington	$1.21K	-$479	1	0%	Reduced
1784	CVM Cheviot Value Management Beverly Hills, California	$1.2K	$0	2	0%	Maintained
1785	FP Financial Perspectives Minneapolis, Minnesota	$1.19K	$0	2	0%	Maintained
1786	HWM HighMark Wealth Management St. Paul, Minnesota	$1.17K	-$1.39K	1	0%	Reduced
1787	NMG New Millennium Group Sandy, Utah	$1.08K	$0	1	0%	Maintained
1788	SC Sawyer & Company Boston, Massachusetts	$1.07K	$0	1	0%	Maintained
1789	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.06K	$0	1	0%	Maintained
1790	JEST JTC Employer Solutions Trustee St Helier, Jersey	$1K	$0	1	0%	Maintained
1791	BCM Blume Capital Management Berkeley, California	$969	-$347	1	0%	Reduced
1792	CA Crewe Advisors Salt Lake City, Utah	$931	+$477	2	0%	Increased
1793	Country Trust Bank Bloomington, Illinois	$845	+$922	1	0%	New
1794	EC Elequin Capital New York	$810	+$698	1	0%	New
1795	NFSG Newbridge Financial Services Group Boca Raton, Florida	$797	-$784	1	0%	Reduced
1796	FFA Frazier Financial Advisors Columbus, Ohio	$778	+$890	1	0%	New
1797	TIM Total Investment Management Scottsdale, Arizona	$774	+$716	1	0%	New
1798	EPIMS Evelyn Partners Investment Management Services London,	$678	$0	1	0%	Maintained
1799	RP Raelipskie Partnership Waterloo, Ontario, Canada	$678	$0	1	0%	Maintained
1800	JSAM J. Safra Asset Management New York	$649	-$15.8K	1	0%	Reduced