← 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
976	OFI Invest Asset Management Paris, France	$694K	+$533K	1	0.01%	Increased
977	PPWP Premier Path Wealth Partners Madison, New Jersey	$688K	-$113K	2	0.08%	Reduced
978	Metis Global Partners San Diego, California	$685K	-$130K	1	0.02%	Reduced
979	FAM Fulcrum Asset Management London, United Kingdom	$682K	+$593K	8	0.07%	New
980	WI Wahed Invest New York	$674K	-$45.2K	1	0.07%	Reduced
981	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$672K	-$27.6K	1	0.2%	Reduced
982	TIA TCFG Investment Advisors Laguna Niguel, California	$671K	+$178K	1	0.23%	Increased
983	PA Promethium Advisors Bethesda, Maryland	$668K	+$60K	1	0.32%	Increased
984	DI Decision Investments San Diego, California	$667K	+$3.45K	1	0.61%	Increased
985	Perfromance Wealth Partners Hinsdale, Illinois	$667K	$0	1	0.02%	Maintained
986	OC OceanIQ Capital Palo Alto, California	$662K	+$610K	1	0.4%	New
987	IF Intrua Financial Houston, Texas	$658K	+$448K	1	0.06%	Increased
988	MAWA Moss Adams Wealth Advisors Seattle, Washington	$658K	+$46.6K	1	0.04%	Increased
989	MGI Miller Global Investments Dallas, Texas	$656K	$0	1	0.54%	Maintained
990	VEA Virtus ETF Advisers New York	$654K	+$73.2K	1	0.25%	Increased
991	Cullen/Frost Bankers San Antonio, Texas	$651K	-$344K	5	0.01%	Reduced
992	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$651K	-$56K	1	0.07%	Reduced
993	SCM Semanteon Capital Management Newton, Massachusetts	$641K	+$649K	3	2.89%	New
994	AAM Auxier Asset Management Aurora, Oregon	$634K	-$10.5K	2	0.09%	Reduced
995	AWA Arete Wealth Advisors Chicago, Illinois	$630K	+$70.8K	1	0.04%	Increased
996	TC Tejara Capital London, United Kingdom	$630K	+$654K	1	0.26%	New
997	AIM Aigen Investment Management New York	$629K	-$882K	3	0.17%	Reduced
998	DEA DoubleLine ETF Adviser Tampa, Florida	$628K	+$235K	2	0.26%	Increased
999	CWA CM Wealth Advisors Beachwood, Ohio	$628K	+$608K	1	0.11%	New
1000	LFS Lighthouse Financial Services Brea, California	$625K	+$644K	1	0.13%	New