← 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
901	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$892K	+$95.6K	2	0.03%	Increased
902	VA Verdad Advisers Boston, Massachusetts	$890K	-$743K	2	0.85%	Reduced
903	EFG International Zurich,	$889K	-$113K	1	0.02%	Reduced
904	PI PFG Investments Woodbury, New York	$888K	-$2.84M	3	0.03%	Reduced
905	DWM Drive Wealth Management Lehi, Utah	$885K	+$844K	2	0.16%	New
906	Gateway Investment Advisers Cincinnati, Ohio	$885K	-$7.8M	2	0.01%	Reduced
907	FNA First National Advisers Omaha, Nebraska	$884K	-$15.6K	2	0.12%	Reduced
908	EAM Empirical Asset Management Wellesley, Massachusetts	$877K	+$42.1K	2	0.2%	Increased
909	Procyon Advisors Shelton, Connecticut	$867K	+$204K	3	0.04%	Increased
910	QWM Quadcap Wealth Management Frisco, Texas	$864K	+$287K	1	0.08%	Increased
911	CA Cannon Advisors Charlotte, North Carolina	$857K	+$921K	1	0.52%	New
912	QI Qtron Investments Boston, Massachusetts	$853K	+$151K	2	0.11%	Increased
913	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$851K	$0	1	0.25%	Maintained
914	Greenleaf Trust Kalamazoo, Michigan	$849K	-$26.5K	2	0.01%	Reduced
915	BMCM Burns Matteson Capital Management Corning, New York	$844K	+$689K	1	0.26%	New
916	SGAM Smith Group Asset Management Dallas, Texas	$843K	-$152K	2	0.03%	Reduced
917	KGC Kennon-Green & Company New Albany, Ohio	$842K	+$37.2K	1	0.66%	Increased
918	DTL Dynamic Technology Lab Singapore	$839K	-$36.9K	1	0.19%	Reduced
919	CL COWA LLC Tulsa, Oklahoma	$836K	+$176K	1	0.21%	Increased
920	NS NBC Securities Birmingham, Alabama	$833K	+$154K	6	0.06%	Increased
921	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$830K	+$1.12K	1	0.04%	Increased
922	EWM Elevatus Welath Management Victor, New York	$829K	+$677K	1	0.2%	New
923	Fiduciary Trust Boston, Massachusetts	$829K	-$1.06M	2	0.01%	Reduced
924	Kestra Investment Management Austin, Texas	$827K	-$28.9K	1	0.02%	Reduced
925	ACM Argyle Capital Management Center Valley, Pennsylvania	$824K	$0	2	0.24%	Maintained