← 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
876	GA Geneva Advisors Chicago, Illinois	$393K	$0	1	0.01%	Maintained
877	BW Biegel & Waller Columbia, Maryland	$387K	$0	1	0.24%	Maintained
878	FWM Frontier Wealth Management Kansas City, Missouri	$387K	$0	1	0.06%	Maintained
879	CC Cadinha & Co Honolulu, Hawaii	$379K	$0	1	0.07%	Maintained
880	Jasper Ridge Partners Menlo Park, California	$375K	-$1.03M	1	0.02%	Reduced
881	PP Palladium Partners Norfolk, Virginia	$372K	$0	1	0.03%	Maintained
882	CO Caldwell & Orkin Norcross, Georgia	$371K	+$268K	1	0.46%	New
883	GJIC Gamble Jones Investment Counsel Pasadena, California	$369K	-$39	1	0.04%	Reduced
884	IECM Intrinsic Edge Capital Management Chicago, Illinois	$369K	+$385K	1	0.11%	New
885	Parallax Volatility Advisers San Francisco, California	$368K	-$1.59M	1	0%	Reduced
886	Wealthspire Advisors (Maryland) Potomac, Maryland	$368K	+$118K	9	0.04%	Increased
887	HC Henshaw Capital Woburn, Massachusetts	$366K	+$33.2K	1	0.04%	Increased
888	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$365K	+$6K	1	0.2%	Increased
889	FPB First PREMIER Bank Sioux Falls, South Dakota	$358K	$0	1	0.27%	Maintained
890	FPFS First Personal Financial Services Charlotte, North Carolina	$356K	+$57.5K	5	0.08%	Increased
891	Meiji Yasuda Life Insurance Tokyo, Japan	$351K	+$65.8K	1	0.05%	Increased
892	YWP YorkBridge Wealth Partners New York	$346K	+$39.4K	5	0.18%	Increased
893	DP Dearborn Partners Chicago, Illinois	$343K	$0	1	0.03%	Maintained
894	CIM CIM Investment Management Pittsburgh, Pennsylvania	$342K	+$343K	1	0.12%	New
895	Tiedemann Advisors New York	$336K	-$2.09K	1	0.02%	Reduced
896	WA WBH Advisory Baltimore, Maryland	$333K	$0	1	0.09%	Maintained
897	RFA Reilly Financial Advisors La Mesa, California	$331K	-$9K	3	0.05%	Reduced
898	Intact Investment Management Montreal, Quebec, Canada	$329K	+$11.6K	1	0.01%	Increased
899	RIM Rampart Investment Management Hartford, Connecticut	$329K	+$275K	2	0.12%	Increased
900	Smithfield Trust Pittsburgh, Pennsylvania	$329K	$0	4	0.05%	Maintained