← 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	S SimplyRich Carlsbad, California	$373K	$0	1	0.2%	Maintained
977	Bragg Financial Advisors Charlotte, North Carolina	$370K	$0	1	0.05%	Maintained
978	GCIA Gabelli & Co Investment Advisers Rye, New York	$368K	$0	1	0.04%	Maintained
979	CFA Capstone Financial Advisors Downers Grove, Illinois	$364K	$0	1	0.06%	Maintained
980	CA Calton & Associates Tampa, Florida	$356K	-$35K	1	0.08%	Reduced
981	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$354K	+$37.5K	1	0.19%	Increased
982	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$353K	-$6.04K	1	0.1%	Reduced
983	SCA Stonebridge Capital Advisors St Paul, Minnesota	$353K	$0	3	0.06%	Maintained
984	One Capital Management Westlake Village, California	$352K	$0	1	0.06%	Maintained
985	Cowen and Company New York	$351K	+$341K	1	0.09%	New
986	Walleye Capital New York	$346K	-$633K	4	0.02%	Reduced
987	Hancock Whitney Gulfport, Mississippi	$345K	-$1.01M	1	0.01%	Reduced
988	MC Matisse Capital Portland, Oregon	$345K	+$21.5K	1	0.42%	Increased
989	Cullen/Frost Bankers San Antonio, Texas	$340K	-$52.3K	4	0.01%	Reduced
990	Geneos Wealth Management Englewood, Colorado	$340K	-$132K	4	0.02%	Reduced
991	AAM Azzad Asset Management Falls Church, Virginia	$339K	+$272K	1	0.04%	New
992	LSCM LaSalle Street Capital Management Chicago, Illinois	$339K	+$132K	1	0.39%	Increased
993	PB Pinnacle Bancorp Beatrice, Nebraska	$339K	-$62.7K	4	0.19%	Reduced
994	Annex Advisory Services Brookfield, Wisconsin	$337K	$0	1	0.05%	Maintained
995	HC Henshaw Capital Woburn, Massachusetts	$336K	+$8.96K	1	0.03%	Increased
996	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$327K	$0	2	0.01%	Maintained
997	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$325K	+$8.54K	6	0.04%	Increased
998	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$322K	-$181K	1	0.12%	Reduced
999	LI Leap Investments Chicago, Illinois	$320K	-$272K	1	0.16%	Reduced
1000	PCM Palouse Capital Management Spokane, Washington	$320K	+$331K	1	0.12%	New