← 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
1801	AWM Activest Wealth Management Aventure, Florida	$1.33K	-$10.4K	3	0%	Reduced
1802	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.31K	+$18	1	0%	Increased
1803	MFS Mattson Financial Services Kentwood, Michigan	$1.29K	-$3.25K	1	0%	Reduced
1804	HIA HFM Investment Advisors Glassboro, New Jersey	$1.18K	+$1.19K	7	0%	New
1805	TCM TD Capital Management Memphis, Tennessee	$1.12K	+$362	2	0%	Increased
1806	JEST JTC Employer Solutions Trustee St Helier, Jersey	$1K	$0	1	0%	Maintained
1807	CVM Cheviot Value Management Beverly Hills, California	$918	+$976	2	0%	New
1808	EPIMS Evelyn Partners Investment Management Services London,	$893	+$512	1	0%	Increased
1809	RP Raelipskie Partnership Waterloo, Ontario, Canada	$893	-$128	1	0%	Reduced
1810	GC Garde Capital Seattle, Washington	$790	+$1.15K	2	0%	New
1811	BC Broadwater Capital Boston, Massachusetts	$635	$0	2	0%	Maintained
1812	BSB Bangor Savings Bank Bangor, Maine	$599	$0	1	0%	Maintained
1813	CAWM Capital A Wealth Management New Castle, Pennsylvania	$560	+$232	1	0%	Increased
1814	DRP Decker Retirement Planning Levi, Utah	$558	+$510	1	0%	New
1815	CA Crewe Advisors Salt Lake City, Utah	$519	$0	1	0%	Maintained
1816	WPA West Paces Advisors Atlanta, Georgia	$448	$0	1	0%	Maintained
1817	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$407	-$976	1	0%	Reduced
1818	PP PFS Partners Mine Hill, New Jersey	$387	$0	2	0%	Maintained
1819	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$377	+$358	1	0%	New
1820	CCM CAAS Capital Management New York	$318	-$391K	1	0%	Reduced
1821	DWM Darwin Wealth Management Tampa, Florida	$312	$0	1	0%	Maintained
1822	PW Pandora Wealth Oakbrook Terrace, Illinois	$306	+$384	1	0%	New
1823	IA IFS Advisors Overland Park, Kansas	$275	$0	1	0%	Maintained
1824	YAL Your Advocates Ltd Houston, Texas	$231	-$150	1	0%	Reduced
1825	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$230	-$320	1	0%	Reduced