← 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
926	Principal Securities Des Moines, Iowa	$821K	-$35.2K	3	0.01%	Reduced
927	AL Arnhold LLC New York	$820K	-$551K	2	0.06%	Reduced
928	AHL Abel Hall LLC Baton Rouge, Louisiana	$817K	+$211K	4	0.14%	Increased
929	AWM Accurate Wealth Management Wesley Chapel, Florida	$814K	+$528K	1	0.08%	Increased
930	KIC Kensington Investment Counsel Long Beach, California	$813K	-$22K	1	0.35%	Reduced
931	DCM DAFNA Capital Management Los Angeles, California	$812K	$0	1	0.15%	Maintained
932	BAM Blueshift Asset Management Red Bank, New Jersey	$810K	-$157K	4	0.19%	Reduced
933	HCM Hollencrest Capital Management Newport Beach, California	$803K	-$35.1K	4	0.05%	Reduced
934	Fideuram - Intesa Sanpaolo Private Banking Turin,	$797K	+$391K	2	0.02%	Increased
935	IB Intrust Bank Wichita, Kansas	$795K	-$35.6K	1	0.06%	Reduced
936	CFA Capstone Financial Advisors Downers Grove, Illinois	$794K	+$182K	1	0.04%	Increased
937	SIC Sage Investment Counsel Franklin, Tennessee	$791K	$0	1	0.79%	Maintained
938	CRWM Castle Rock Wealth Management Walnut Creek, California	$788K	+$12.7K	2	0.15%	Increased
939	Banque Transatlantique Paris, France	$788K	-$26.5K	2	0.02%	Reduced
940	WesBanco Bank Wheeling, West Virginia	$787K	-$402K	1	0.02%	Reduced
941	MA Mutual Advisors Omaha, Nebraska	$785K	+$151K	2	0.01%	Increased
942	AIFS A&I Financial Services Lone Tree, Colorado	$778K	-$458K	1	0.34%	Reduced
943	DRW Securities Chicago, Illinois	$776K	-$388K	3	0.02%	Reduced
944	EI EDMP Inc Lutz, Florida	$769K	+$191K	2	0.62%	Increased
945	Tema ETFs New York	$768K	+$232K	3	0.02%	Increased
946	DWAM Duncan Williams Asset Management Memphis, Tennessee	$767K	-$28.6K	1	0.17%	Reduced
947	E Fund Management Guangzhou, China	$767K	-$49.7K	2	0.02%	Reduced
948	CVM Cheviot Value Management Beverly Hills, California	$766K	-$425K	2	0.08%	Reduced
949	Curi RMB Capital Chicago, Illinois	$766K	-$22.2K	1	0.01%	Reduced
950	MP Mangrove Partners Greenwich, Connecticut	$763K	-$1.2M	1	0.05%	Reduced