← 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	Apollon Wealth Management Mount Pleasant, South Carolina	$1.15M	-$11.9K	2	0.03%	Reduced
952	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.14M	$0	1	0.08%	Maintained
953	Advisory Research Chicago, Illinois	$1.14M	+$5.33K	1	0.19%	Increased
954	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.14M	-$36.1K	1	0.43%	Reduced
955	HCM Helios Capital Management Singapore	$1.14M	$0	1	0.66%	Maintained
956	Inspirion Wealth Advisors Libertyville, Illinois	$1.13M	-$101K	1	0.16%	Reduced
957	Premier Fund Managers Guildford, United Kingdom	$1.13M	+$85.9K	1	0.04%	Increased
958	Forum Financial Management Lombard, Illinois	$1.12M	+$700K	4	0.02%	Increased
959	AssetMark Inc Concord, California	$1.12M	+$789K	11	0%	Increased
960	Evergreen Capital Management Bellevue, Washington	$1.12M	+$413K	4	0.04%	Increased
961	Novem Group Rochester, New York	$1.1M	+$1.14M	2	0.16%	New
962	VFA Values First Advisors Gray, Tennessee	$1.09M	-$133K	1	0.6%	Reduced
963	Mount Yale Investment Advisors Denver, Colorado	$1.09M	+$13.6K	2	0.09%	Increased
964	UWS Unique Wealth Strategies Burr Ridge, Illinois	$1.08M	+$667K	2	0.47%	Increased
965	Legacy Advisors Plymouth Meeting, Pennsylvania	$1.08M	+$19.5K	1	0.11%	Increased
966	Central Trust Company Jefferson City, Missouri	$1.08M	-$746K	9	0.03%	Reduced
967	Impact Partnership Wealth Marietta, Georgia	$1.08M	-$193K	3	0.22%	Reduced
968	1M 1248 Management Kansas City, Missouri	$1.07M	+$1.13M	1	0.46%	New
969	MCM Mork Capital Management Healdsburg, California	$1.07M	-$1.13M	1	0.7%	Reduced
970	VEA Virtus ETF Advisers New York	$1.07M	+$1.12M	1	0.44%	New
971	Claro Advisors Boston, Massachusetts	$1.06M	+$94.2K	2	0.14%	Increased
972	SMH Sanders Morris Harris Houston, Texas	$1.05M	$0	1	0.16%	Maintained
973	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.05M	-$145K	2	0.54%	Reduced
974	MA Mutual Advisors Omaha, Nebraska	$1.04M	-$20.2K	2	0.03%	Reduced
975	EverSource Wealth Advisors Birmingham, Alabama	$1.04M	+$158K	16	0.06%	Increased