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GLP-1 & Obesity

GLP-1 medicines treat obesity and diabetes, and have grown into one of the largest drug categories ever launched. Their reach extends past medicine, because a change in how much people eat moves whole consumer industries.

92 stocks

Obesity Second-Order Effects

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
5226	CHIA Copper Harbor Investment Advisors Appleton, Wisconsin	$455K	+$387K	1	0.1%	New
5227	GCM Generation Capital Management Pittsford, New York	$454K	$0	1	0.28%	Maintained
5228	PCFFS Pacific Center for Financial Services San Ramon, California	$453K	+$209	9	0.1%	Increased
5229	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$453K	$0	2	0.08%	Maintained
5230	CCM Conway Capital Management Burbank, California	$451K	+$23.7K	1	0.2%	Increased
5231	SF Steffes Financial Overland Park, Kansas	$451K	+$7.87K	1	0.19%	Increased
5232	a16z Perennial Management Menlo Park, California	$451K	-$1.82M	1	0.04%	Reduced
5233	SFP Strategic Financial Partners Bend, Oregon	$450K	$0	1	0.17%	Maintained
5234	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$449K	+$3.06K	1	0.32%	Increased
5235	Maven Securities St Helier, Jersey	$449K	-$1.13M	1	0.01%	Reduced
5236	CCM Contrarian Capital Management Greenwich, Connecticut	$449K	$0	1	0.15%	Maintained
5237	BAM BTS Asset Management Lincoln, Massachusetts	$449K	+$208K	1	0.95%	Increased
5238	QC Quantessence Capital New York	$447K	+$148K	1	1.32%	Increased
5239	CFG Certior Financial Group King Of Prussia, Pennsylvania	$447K	+$444K	1	0.25%	New
5240	Advisors Management Group La Crosse, Wisconsin	$446K	-$3.54M	1	0.07%	Reduced
5241	GK Graney & King Latham, New York	$444K	+$288	6	0.16%	Increased
5242	CAG Centerpoint Advisory Group Overland Park, Kansas	$444K	$0	1	0.28%	Maintained
5243	Conservest Capital Advisors Wynnewood, Pennsylvania	$443K	+$11.3K	2	0.04%	Increased
5244	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$443K	-$157K	1	0.1%	Reduced
5245	HIGP Hill Investment Group Partners St. Louis, Missouri	$443K	$0	1	0.05%	Maintained
5246	TFA TandemGrowth Financial Advisors Alpharetta, Georgia	$443K	$0	1	0.36%	Maintained
5247	PFA Portland Financial Advisors Port Washington, New York	$441K	+$186K	2	0.8%	Increased
5248	Arkansas Financial Group Little Rock, Arkansas	$439K	+$374K	1	0.06%	New
5249	VCM Vavra Capital Management Collegeville, Pennsylvania	$438K	$0	1	0.38%	Maintained
5250	KFG Kelly Financial Group Wethersfield, Connecticut	$437K	+$4.29K	1	0.1%	Increased