← 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	BCM Blume Capital Management Berkeley, California	$884	$0	1	0%	Maintained
1777	TWM TopTier Wealth Management Muskego, Wisconsin	$838	+$919	2	0%	New
1778	DF DecisionPoint Financial Mesa, Arizona	$819	$0	2	0%	Maintained
1779	KA Kozak & Associates Highlands Ranch, Colorado	$816	+$923	1	0%	New
1780	FCT First Community Trust Dubuque, Iowa	$802	-$1.38K	1	0%	Reduced
1781	STB S&T Bank Indiana, Pennsylvania	$777	-$4.8K	1	0%	Reduced
1782	CFS CGC Financial Services Lake Oswego, Oregon	$771	+$567	2	0%	Increased
1783	CTC Cetera Trust Company St. Paul, Minnesota	$733	+$794	1	0%	New
1784	EC Elequin Capital New York	$707	-$1.96K	1	0%	Reduced
1785	PWA Portus Wealth Advisors Charlotte, North Carolina	$673	+$748	1	0%	New
1786	HIC Hamrick Investment Counsel Seattle, Washington	$629	+$706	1	0%	New
1787	PAM Paradigm Asset Management New York	$628	-$44.1K	1	0%	Reduced
1788	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$625	$0	3	0%	Maintained
1789	FGAM Financial Gravity Asset Management Lakeway, Texas	$613	-$131K	1	0%	Reduced
1790	NECFA New England Capital Financial Advisors Meriden, Connecticut	$539	$0	1	0%	Maintained
1791	CW Curio Wealth Annapolis, Maryland	$519	+$390	4	0%	Increased
1792	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$476	$0	2	0%	Maintained
1793	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$431	$0	2	0%	Maintained
1794	PP Paladin Partners Hartland, Wisconsin	$411	$0	2	0%	Maintained
1795	USB Union Savings Bank Litchfield, Connecticut	$373	$0	1	0%	Maintained
1796	TWM Tripletail Wealth Management Orlando, Florida	$358	$0	1	0%	Maintained
1797	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$331	-$1.7K	1	0%	Reduced
1798	GCM Gables Capital Management Miami, Florida	$299	$0	1	0%	Maintained
1799	NL NorthAvenue LLC Columbus, Ohio	$299	$0	1	0%	Maintained
1800	YP YANKCOM Partnership Yankton, South Dakota	$293	-$956	1	0%	Reduced