← 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
951	MIA MainStreet Investment Advisors Chicago, Illinois	$531K	-$2K	1	0.04%	Reduced
952	PP Patten & Patten Chattanooga, Tennessee	$529K	+$198K	2	0.06%	Increased
953	Carson Wealth (CWM LLC) Omaha, Nebraska	$528K	$0	10	0%	Maintained
954	Cetera Investment Advisers Schaumburg, Illinois	$527K	+$471K	2	0.05%	New
955	Hancock Whitney Gulfport, Mississippi	$524K	+$439K	2	0.02%	New
956	CIM CIM Investment Management Pittsburgh, Pennsylvania	$518K	$0	1	0.21%	Maintained
957	FI FormulaFolio Investments Grand Rapids, Michigan	$515K	+$408K	2	0.02%	New
958	AF Advisornet Financial Minnetonka, Minnesota	$514K	-$254K	4	0.04%	Reduced
959	CWA Asset Management Group Naples, Florida	$514K	+$15.5K	1	0.09%	Increased
960	Tiedemann Advisors New York	$514K	$0	1	0.03%	Maintained
961	ACM Alethea Capital Management Mercer Island, Washington	$511K	+$485K	1	0.3%	New
962	CDH Charles D. Hyman	$505K	+$10.2K	1	0.05%	Increased
963	ACA Atlas Capital Advisors Jackson, Wyoming	$502K	-$211K	3	0.12%	Reduced
964	Wealthspire Advisors (Maryland) Potomac, Maryland	$499K	+$209K	2	0.04%	Increased
965	AIC Aurora Investment Counsel Atlanta, Georgia	$498K	+$329K	1	0.47%	New
966	Caxton Associates (New York) New York	$498K	-$771K	1	0.04%	Reduced
967	LMAM Legg Mason Asset Management Tokyo, Japan	$497K	$0	1	0.55%	Maintained
968	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$493K	-$19.6K	1	0.16%	Reduced
969	KLC Knowledge Leaders Capital Denver, Colorado	$492K	+$227K	1	0.5%	New
970	MUFG Americas New York	$491K	+$130K	1	0.01%	Increased
971	FPS Fieldpoint Private Securities Greenwich, Connecticut	$490K	-$498K	1	0.17%	Reduced
972	HB Horizon Bancorp Michigan City, Indiana	$488K	-$47.6K	2	0.52%	Reduced
973	Level Four Advisory Services Dallas, Texas	$488K	+$245K	2	0.04%	Increased
974	LIM Longfellow Investment Management Boston, Massachusetts	$488K	-$1.83M	1	0.15%	Reduced
975	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$488K	+$431K	1	0.1%	New