← 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
751	EP Wealth Advisors Torrance, California	$1.59M	+$843K	4	0.01%	Increased
752	Dynasty Wealth Management St. Petersburg, Florida	$1.57M	+$1.26M	1	0.01%	Increased
753	Howard Capital Management Roswell, Georgia	$1.57M	+$1.63M	1	0.02%	New
754	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$1.55M	+$165K	1	0.06%	Increased
755	I InceptionR Lafayette, California	$1.55M	+$614K	4	0.38%	Increased
756	FC FORA Capital Miami, Florida	$1.55M	-$4.85M	2	0.11%	Reduced
757	Leonteq Securities AG Zurich, Switzerland	$1.54M	-$672K	7	0.05%	Reduced
758	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.5M	-$16.3K	7	0.17%	Reduced
759	NAAA New Age Alpha Advisors Rye, New York	$1.5M	-$1.68M	5	0.06%	Reduced
760	PFM Privium Fund Management Amsterdam, Netherlands	$1.5M	+$1.53M	1	0.28%	New
761	Private Advisor Group Morristown, New Jersey	$1.49M	+$135K	2	0.01%	Increased
762	AWA Aaron Wealth Advisors Chicago, Illinois	$1.48M	+$438K	3	0.08%	Increased
763	KC Kintayl Capital New York	$1.48M	+$431K	1	0.59%	Increased
764	FIM Fruth Investment Management Houston, Texas	$1.48M	+$321K	1	0.35%	Increased
765	DE DV Equities Chicago, Illinois	$1.48M	+$1.57M	1	0.21%	New
766	CI Investments Inc Toronto, Ontario, Canada	$1.47M	+$775K	2	0%	Increased
767	CIM Contravisory Investment Management Norwell, Massachusetts	$1.47M	-$2.36K	1	0.26%	Reduced
768	Horizon Investments Charlotte, North Carolina	$1.46M	-$635K	5	0.02%	Reduced
769	OIS Okabena Investment Services Minneapolis, Minnesota	$1.46M	$0	2	0.26%	Maintained
770	SteelPeak Wealth Woodland Hills, California	$1.46M	-$1.91M	2	0.04%	Reduced
771	KNW Kesler Norman & Wride Ogden, Utah	$1.46M	-$46.5K	1	0.23%	Reduced
772	BHC Bull Harbor Capital Bethesda, Maryland	$1.44M	+$1.05M	4	0.28%	Increased
773	Johnson Investment Counsel Cincinnati, Ohio	$1.44M	+$91.2K	2	0.01%	Increased
774	ACA Atlas Capital Advisors Jackson, Wyoming	$1.44M	+$859K	4	0.16%	Increased
775	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.43M	-$221K	1	0.12%	Reduced