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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
5601	CGA Compound Global Advisors Mercer Island, Washington	$242K	+$163K	3	5.98%	Increased
5602	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$241K	+$205K	1	0.2%	New
5603	KWM KMT Wealth Management El Segundo, California	$241K	+$205K	1	0.2%	New
5604	CC Capital Counsel New York	$241K	$0	1	0.01%	Maintained
5605	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$241K	$0	1	3.55%	Maintained
5606	SPP Single Point Partners Boston, Massachusetts	$241K	+$205K	1	0.04%	New
5607	HC Hoese & Co Glencoe, Minnesota	$241K	-$14.7K	3	0.16%	Reduced
5608	OPWM Oregon Pacific Wealth Management Medford, Oregon	$240K	+$39.6K	1	0.23%	Increased
5609	ADEF ABS Direct Equity Fund Stamford, Connecticut	$240K	+$1.02M	1	0.15%	Increased
5610	AIM ABS Investment Management Greenwich, Connecticut	$240K	+$1.23M	1	0.15%	New
5611	FWM FMA Wealth Management Duxbury, Massachusetts	$240K	+$204K	1	0.15%	New
5612	MA Macro Advisors York, Pennsylvania	$240K	+$204K	1	0.08%	New
5613	OCM Ovata Capital Management Hong Kong	$240K	+$204K	1	0.02%	New
5614	SM Sensible Money Scottsdale, Arizona	$240K	+$204K	1	0.06%	New
5615	DI DAGCO Inc Westlake, Ohio	$240K	-$270K	1	0.04%	Reduced
5616	SAM Smith Asset Management Chiefland, Florida	$239K	$0	1	0.19%	Maintained
5617	PHWA Petersen Hastings Wealth Advisors Kennewick, Washington	$238K	+$681	1	0.02%	Increased
5618	MIM Macroview Investment Management Bethesda, Maryland	$237K	-$10.3K	1	0.15%	Reduced
5619	CI Carroll Investors Mt Pleasant, South Carolina	$237K	+$184K	1	0.1%	New
5620	AWS Aspen Wealth Strategies Arvada, Colorado	$237K	-$11.2K	1	0.11%	Reduced
5621	ODFS O'Donnell Financial Services San Rafael, California	$236K	-$6.85K	1	0.07%	Reduced
5622	FCM Fogel Capital Management Stuart, Florida	$236K	+$201K	1	0.1%	New
5623	MWP Moller Wealth Partners	$236K	+$201K	1	0.04%	New
5624	RCP Roan Capital Partners Johnson City, Tennessee	$235K	-$38.8K	1	0.2%	Reduced
5625	PAM Pacific Asset Management Gig Harbor, Washington	$235K	+$222K	1	0.12%	New