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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
5501	EPG Estate Planners Group Yardley, Pennsylvania	$281K	+$4.5K	1	0.13%	Increased
5502	SIA Sage Investment Advisers Wappingers Falls, New York	$281K	+$14.2K	1	0.19%	Increased
5503	TFA TPG Financial Advisors Portland, Oregon	$281K	$0	1	0.08%	Maintained
5504	IC Innealta Capital Austin, Texas	$281K	+$229K	1	0.15%	New
5505	JCP JB Capital Partners Armonk, New York	$281K	$0	1	0.04%	Maintained
5506	MBAM Mink Brook Asset Management West Palm Beach, Florida	$280K	+$251K	1	0.12%	New
5507	CPA Clear Point Advisors Melville, New York	$280K	-$15.9K	1	0.25%	Reduced
5508	MSRI Michael S. Ryan Inc Latham, New York	$279K	+$15.3K	1	0.14%	Increased
5509	SAM Satovsky Asset Management New York	$279K	-$33.3K	1	0.04%	Reduced
5510	PWA PCG Wealth Advisors Overland Park, Kansas	$279K	+$4.09K	1	0.06%	Increased
5511	PP Postrock Partners Overland Park, Oregon	$277K	+$236K	1	0.11%	New
5512	NC North Capital Salt Lake City, Utah	$276K	$0	1	0.21%	Maintained
5513	TCM Tran Capital Management San Rafael, California	$276K	-$915K	1	0.03%	Reduced
5514	RI Rinkey Investments San Diego, California	$275K	-$110K	1	0.06%	Reduced
5515	T Tableaux Stockbridge, Massachusetts	$275K	$0	1	0.12%	Maintained
5516	SDH Sloy Dahl & Holst Vancouver, Washington	$274K	$0	1	0.03%	Maintained
5517	TFG Tilson Financial Group New Providence, New Jersey	$274K	$0	1	0.08%	Maintained
5518	SCFS Stewardship Concepts Financial Services Spokane, Washington	$273K	-$2.04K	1	0.18%	Reduced
5519	FSWA Financial Synergies Wealth Advisors Houston, Texas	$273K	+$232K	1	0.02%	New
5520	FFG Foundry Financial Group Laconia, New Hampshire	$272K	-$51.1K	1	0.12%	Reduced
5521	NL NDWM LLC La Jolla, California	$272K	$0	1	0.16%	Maintained
5522	WRCM Western Reserve Capital Management Hudson, Ohio	$272K	$0	1	0.2%	Maintained
5523	KFS Kelly Financial Services Braintree, Massachusetts	$272K	+$3.42K	1	0.06%	Increased
5524	AWM Austin Wealth Management Austin, Texas	$271K	+$235K	1	0.06%	New
5525	EFN Equita Financial Network Fort Washington, Pennsylvania	$271K	+$231K	1	0.08%	New