← 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
1851	GPFA Game Plan Financial Advisors Westlake, Ohio	$1.79K	$0	1	0%	Maintained
1852	HIA HFM Investment Advisors Glassboro, New Jersey	$1.75K	-$564	5	0%	Reduced
1853	BIM Brentview Investment Management Northfield, Illinois	$1.74K	+$1.73K	1	0%	New
1854	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$1.73K	+$1.78K	1	0%	New
1855	TFA Toth Financial Advisory Leesburg, Virginia	$1.69K	$0	1	0%	Maintained
1856	WestEnd Advisors Charlotte, North Carolina	$1.67K	$0	4	0%	Maintained
1857	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$1.6K	-$65	3	0%	Reduced
1858	RFS Richardson Financial Services Medway, Massachusetts	$1.6K	+$627	1	0%	New
1859	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$1.56K	+$1.38K	2	0%	Increased
1860	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$1.55K	+$2.18K	1	0%	New
1861	MB MidFirst Bank Oklahoma City, Oklahoma	$1.54K	+$1.68K	4	0%	New
1862	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$1.46K	+$941	2	0%	Increased
1863	BC Barrett & Company Providence, Rhode Island	$1.36K	+$1.25K	2	0%	Increased
1864	SWA SOA Wealth Advisors New York	$1.36K	+$1.35K	1	0%	New
1865	AF Alerus Financial Grand Forks, North Dakota	$1.32K	-$915	2	0%	Reduced
1866	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.32K	+$1.3K	1	0%	New
1867	CAC Core Alternative Capital Peachtree Corners, Georgia	$1.3K	+$739	1	0%	Increased
1868	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$1.28K	$0	1	0%	Maintained
1869	YP YANKCOM Partnership Yankton, South Dakota	$1.26K	+$1.24K	1	0%	New
1870	FFA Frazier Financial Advisors Columbus, Ohio	$1.25K	+$564	2	0%	Increased
1871	SFS Sunrise Financial Services Burien, Washington	$1.22K	+$1.45K	2	0%	New
1872	BCM Blume Capital Management Berkeley, California	$1.19K	$0	1	0%	Maintained
1873	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$1.14K	+$1.11K	1	0%	New
1874	GWM Gilpin Wealth Management Denver, Colorado	$1.08K	+$1.08K	5	0%	New
1875	IPS Investors Portfolio Services Puyallup, Washington	$1.02K	+$1.02K	1	0%	New