← 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	KL KWMG LLC Overland Park, Kansas	$354K	+$119K	1	0.24%	Increased
852	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$354K	+$47.6K	1	0.26%	Increased
853	GWM Gupta Wealth Management San Diego, California	$353K	-$75.8K	4	0.09%	Reduced
854	Buckingham Strategic Wealth Clayton, Missouri	$351K	+$5.53K	1	0.12%	Increased
855	Wealthfront Palo Alto, California	$351K	-$196K	1	0.01%	Reduced
856	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$349K	$0	1	0.3%	Maintained
857	MICM Matthews International Capital Management San Francisco, California	$349K	$0	1	0.02%	Maintained
858	PAM Palisade Asset Management Minneapolis, Minnesota	$347K	-$4.79K	1	0.07%	Reduced
859	CA Cambridge Advisors Omaha, Nebraska	$346K	+$64	1	0.2%	Increased
860	TTWM TCV Trust & Wealth Management Richmond, Virginia	$346K	+$43.2K	1	0.06%	Increased
861	BFA Benedict Financial Advisors Atlanta, Georgia	$343K	-$231K	1	0.22%	Reduced
862	TT Tiedemann Trust Wilmington, Delaware	$340K	+$331K	1	0.05%	New
863	MCM Murphy Capital Management Bedminster, New Jersey	$339K	$0	1	0.05%	Maintained
864	SI SII Investments Appleton, Wisconsin	$339K	-$397K	1	0.04%	Reduced
865	NCA NCM Capital Advisers Durham, North Carolina	$338K	$0	1	0.96%	Maintained
866	FWM Frontier Wealth Management Kansas City, Missouri	$335K	$0	1	0.05%	Maintained
867	SM Sciencast Management Princeton, New Jersey	$335K	+$352K	1	0.35%	New
868	MLIC Mandatum Life Insurance Company Helsinki, Finland	$331K	+$322K	1	0.05%	New
869	ID Integral Derivatives New York	$329K	+$321K	1	0.01%	New
870	JC Jacobs & Co San Francisco, California	$329K	-$8.21K	1	0.09%	Reduced
871	FineMark National Bank & Trust Fort Myers, Florida	$327K	-$12.1K	5	0.04%	Reduced
872	CL CSS LLC Chicago, Illinois	$325K	$0	1	0.02%	Maintained
873	Intact Investment Management Montreal, Quebec, Canada	$325K	$0	1	0.01%	Maintained
874	SCP Sandhill Capital Partners Buffalo, New York	$324K	$0	1	0.1%	Maintained
875	SNT Security National Trust Wheeling, West Virginia	$319K	$0	2	0.13%	Maintained