← 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	IFS Ifrah Financial Services Little Rock, Arkansas	$433K	+$170K	2	0.16%	Increased
927	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$427K	+$356K	2	0.05%	Increased
928	TIM Thompson Investment Management Madison, Wisconsin	$426K	$0	1	0.08%	Maintained
929	AFG Albion Financial Group Salt Lake City, Utah	$425K	+$375K	2	0.06%	New
930	One Capital Management Westlake Village, California	$425K	$0	1	0.08%	Maintained
931	SS Sunbelt Securities Houston, Texas	$421K	+$419K	1	0.21%	New
932	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$417K	-$7.08K	1	0.13%	Reduced
933	MFG Magnus Financial Group New York	$417K	-$81.4K	1	0.08%	Reduced
934	WCM Washington Capital Management Seattle, Washington	$416K	-$103K	1	0.47%	Reduced
935	Beacon Pointe Advisors Newport Beach, California	$412K	+$35K	1	0.15%	Increased
936	YWP YorkBridge Wealth Partners New York	$412K	-$156K	5	0.19%	Reduced
937	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$397K	$0	2	0.02%	Maintained
938	Dana Investment Advisors Waukesha, Wisconsin	$397K	-$2.42M	1	0.02%	Reduced
939	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$397K	$0	3	0.02%	Maintained
940	HC Henshaw Capital Woburn, Massachusetts	$395K	$0	1	0.03%	Maintained
941	BOH Bank of Hawaii Honolulu, Hawaii	$393K	-$1.02M	1	0.03%	Reduced
942	PB Pinnacle Bancorp Beatrice, Nebraska	$390K	$0	4	0.23%	Maintained
943	OSIA O'Shares Investment Advisers Boston, Massachusetts	$388K	+$9.35K	1	0.07%	Increased
944	Anchor Capital Advisors Boston, Massachusetts	$387K	$0	1	0.01%	Maintained
945	FHA Flagship Harbor Advisors Boston, Massachusetts	$384K	+$342K	6	0.08%	Increased
946	Wealthspire Advisors (Maryland) Potomac, Maryland	$384K	+$33.1K	9	0.03%	Increased
947	RP Rowlandmiller & Partners Atlanta, Georgia	$382K	-$54.2K	1	0.14%	Reduced
948	MFG Monte Financial Group Guilford, Connecticut	$380K	-$22.6K	1	0.33%	Reduced
949	ALPS Advisors Denver, Colorado	$379K	+$126K	1	0%	Increased
950	Avantax Planning Partners Dubuque, Iowa	$378K	+$2.91K	1	0.03%	Increased