← 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	FWM Frontier Wealth Management Kansas City, Missouri	$420K	$0	1	0.07%	Maintained
902	RC Roundview Capital Princeton, New Jersey	$420K	-$4.97K	1	0.11%	Reduced
903	SCM Schnieders Capital Management Pasadena, California	$416K	-$355	1	0.17%	Reduced
904	PP Palladium Partners Norfolk, Virginia	$415K	$0	1	0.03%	Maintained
905	LMAM Legg Mason Asset Management Tokyo, Japan	$408K	+$204K	1	0.25%	Increased
906	GVT Genesee Valley Trust Pittsford, New York	$403K	-$245K	1	0.17%	Reduced
907	Stratos Wealth Partners Beachwood, Ohio	$401K	+$387K	10	0.02%	New
908	CC Cadinha & Co Honolulu, Hawaii	$399K	$0	1	0.06%	Maintained
909	VIA Virtus Investment Advisers Hartford, Connecticut	$399K	-$36K	3	0.04%	Reduced
910	MFG Monte Financial Group Guilford, Connecticut	$391K	+$381K	1	0.4%	New
911	GJIC Gamble Jones Investment Counsel Pasadena, California	$389K	$0	1	0.04%	Maintained
912	SB Simmons Bank Pine Bluff, Arkansas	$383K	-$48.2K	1	0.04%	Reduced
913	Inspire Investing Meridian, Idaho	$380K	+$357K	5	0.32%	New
914	DMK David M. Knott	$377K	$0	1	0.15%	Maintained
915	FPB First PREMIER Bank Sioux Falls, South Dakota	$377K	$0	1	0.26%	Maintained
916	LCG Lisanti Capital Growth New York	$377K	+$15K	1	0.22%	Increased
917	TFA Toth Financial Advisory Leesburg, Virginia	$377K	+$424K	3	0.09%	New
918	PFC Phocas Financial Corp Alameda, California	$373K	+$108K	1	0.03%	Increased
919	Wealthspire Advisors (Maryland) Potomac, Maryland	$373K	+$55.9K	9	0.04%	Increased
920	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$366K	-$16.2K	1	0.18%	Reduced
921	DP Dearborn Partners Chicago, Illinois	$364K	$0	1	0.03%	Maintained
922	RFA Reilly Financial Advisors La Mesa, California	$362K	$0	3	0.05%	Maintained
923	HMS Hanseatic Management Services Albuquerque, New Mexico	$361K	+$96.4K	4	0.36%	Increased
924	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$359K	$0	1	0.22%	Maintained
925	BAM Bruderman Asset Management Locust Valley, New York	$357K	+$11.7K	1	0.09%	Increased