← 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
851	Clifford Swan Investment Counsel Pasadena, California	$1.1M	-$166K	2	0.04%	Reduced
852	Midwest Trust Overland Park, Kansas	$1.1M	+$14.6K	2	0.01%	Increased
853	Sowell Financial Services North Little Rock, Arkansas	$1.09M	+$437K	1	0.04%	Increased
854	Global Retirement Partners San Rafael, California	$1.09M	+$1.02M	13	0.02%	New
855	LMR Partners London, United Kingdom	$1.08M	+$1.05M	2	0%	New
856	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$1.08M	+$2.49K	1	0.21%	Increased
857	Twin Tree Management Dallas, Texas	$1.07M	+$237K	1	0.02%	Increased
858	PCS Personal CFO Solutions Chester, New Jersey	$1.07M	+$257K	3	0.15%	Increased
859	MSA MUFG Securities Americas New York	$1.07M	-$130K	2	0.05%	Reduced
860	ACA Arena Capital Advisors Los Angeles, California	$1.06M	+$138K	1	0.51%	Increased
861	WA Waddell & Associates Memphis, Tennessee	$1.06M	+$773K	3	0.05%	Increased
862	VSQM V-Square Quantitative Management Chicago, Illinois	$1.05M	+$154K	4	0.1%	Increased
863	RWM Revisor Wealth Management Akron, Ohio	$1.04M	-$98	2	0.25%	Reduced
864	Summit Financial Parsippany, New Jersey	$1.03M	-$95K	2	0.01%	Reduced
865	S Steadtrust Allen, Texas	$1.03M	+$589K	1	0.52%	Increased
866	Arkadios Wealth Advisors Atlanta, Georgia	$1.02M	-$307K	2	0.02%	Reduced
867	CD Chapin Davis Baltimore, Maryland	$1.01M	+$826K	1	0.18%	New
868	Ballentine Partners Waltham, Massachusetts	$1.01M	-$291K	4	0.01%	Reduced
869	AlphaCore Capital La Jolla, California	$1M	+$710K	3	0.02%	Increased
870	TNA True North Advisors Dallas, Texas	$1M	-$58.2K	1	0.1%	Reduced
871	Davenport & Co Richmond, Virginia	$999K	-$17.4K	3	0%	Reduced
872	GF Fund Management Guangzhou, China	$983K	-$24.9K	2	0.01%	Reduced
873	E. Ohman J:or Asset Management Stockholm, Sweden	$978K	$0	1	0.02%	Maintained
874	PCMH Polymer Capital Management (HK) Hong Kong	$972K	+$1.03M	1	0.05%	New
875	Armistice Capital New York	$972K	-$5.86M	2	0.01%	Reduced