← 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	SFG Strive Financial Group Carmel, Indiana	$4.2K	+$4.42K	5	0%	New
1802	HC Hurley Capital New York	$4.12K	+$3.94K	1	0%	New
1803	BAM Bellevue Asset Management Bellevue, Washington	$3.9K	+$1.3K	1	0%	Increased
1804	BFP Birchwood Financial Partners Bloomington, Minnesota	$3.69K	+$3.83K	1	0%	New
1805	PP Pacifica Partners Surrey, Canada	$3.63K	+$1.24K	1	0%	Increased
1806	EPAM Evelyn Partners Asset Management London,	$3.63K	+$3.56K	1	0%	New
1807	CB CNB Bank Clearfield, Pennsylvania	$3.56K	$0	1	0%	Maintained
1808	RWM Rialto Wealth Management Syracuse, New York	$3.54K	-$363	7	0%	Reduced
1809	TIAAOA Teachers Insurance & Annuity Association of America New York	$3.48K	$0	1	0%	Maintained
1810	TCM TD Capital Management Memphis, Tennessee	$3.46K	+$2.05K	2	0%	Increased
1811	FUBT First United Bank & Trust Oakland, Maryland	$3.44K	+$1.55K	1	0%	Increased
1812	LAS Lloyd Advisory Services Suwanee, Georgia	$3.37K	+$3.58K	1	0%	New
1813	AP Aspect Partners Fairfax, Virginia	$3.34K	+$1.25K	2	0%	Increased
1814	CFS Compass Financial Services West Des Moines, Iowa	$3.32K	-$4.97K	1	0%	Reduced
1815	FC Fairscale Capital Nashua, New Hampshire	$3.3K	+$3.26K	1	0%	New
1816	NL NVWM LLC Yardley, Pennsylvania	$3.2K	+$1.34K	3	0%	Increased
1817	MAM Morse Asset Management Darien, Connecticut	$3.11K	$0	2	0%	Maintained
1818	DWM Dogwood Wealth Management Lenexa, Kansas	$3.1K	+$1.69K	2	0%	Increased
1819	NRG Nemes Rush Group Novi, Michigan	$3.05K	+$3.21K	3	0%	New
1820	CFG CKW Financial Group Honolulu, Hawaii	$3K	$0	1	0%	Maintained
1821	QA Quattro Advisors Pittsburgh, Pennsylvania	$3K	+$3.05K	2	0%	New
1822	HWM HighMark Wealth Management St. Paul, Minnesota	$2.79K	+$957	2	0%	Increased
1823	ACA American Capital Advisory Ketchum, Idaho	$2.7K	+$793	4	0%	Increased
1824	FGA Fortis Group Advisors Westwood, New Jersey	$2.64K	$0	4	0%	Maintained
1825	FP Financial Perspectives Minneapolis, Minnesota	$2.53K	+$1.98K	2	0%	Increased