← 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	FI FormulaFolio Investments Grand Rapids, Michigan	$464K	+$400K	2	0.02%	New
977	FGAM Financial Gravity Asset Management Lakeway, Texas	$461K	-$20.3K	7	0.32%	Reduced
978	TCM Twin Capital Management Mcmurray, Pennsylvania	$461K	-$470K	1	0.04%	Reduced
979	ANBT American National Bank & Trust Wichita Falls, Texas	$458K	-$2.03K	1	0.13%	Reduced
980	Geneos Wealth Management Englewood, Colorado	$458K	+$55.8K	6	0.02%	Increased
981	DY Dowling & Yahnke San Diego, California	$457K	-$15.9K	1	0.04%	Reduced
982	PK Pflug Koory Omaha, Nebraska	$454K	-$12.2K	3	0.32%	Reduced
983	PM Prosight Management Dallas, Texas	$454K	+$461K	1	0.2%	New
984	BOH Bank of Hawaii Honolulu, Hawaii	$452K	-$99.8K	1	0.03%	Reduced
985	NorthRock Partners Minneapolis, Minnesota	$450K	+$183K	2	0.05%	Increased
986	Benjamin F. Edwards & Company St. Louis, Missouri	$443K	+$101K	6	0.03%	Increased
987	BCM Bluefin Capital Management New York	$441K	-$1.67M	1	0.03%	Reduced
988	OWA Outlook Wealth Advisors Shenandoah, Texas	$440K	+$94.3K	1	0.25%	Increased
989	PP Patten & Patten Chattanooga, Tennessee	$438K	+$163K	2	0.04%	Increased
990	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$436K	+$385K	1	0.1%	New
991	Avidian Wealth Enterprises Houston, Texas	$434K	+$395K	1	0.06%	New
992	MCM Matarin Capital Management New York	$433K	+$537K	1	0.04%	New
993	CFA Capstone Financial Advisors Downers Grove, Illinois	$430K	$0	1	0.06%	Maintained
994	AE Wealth Management Topeka, Kansas	$428K	+$67.7K	1	0.01%	Increased
995	WA Wealth Alliance Mellville, New York	$428K	+$362K	1	0.3%	New
996	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$425K	$0	1	0.16%	Maintained
997	SFM Systematic Financial Management Teaneck, New Jersey	$424K	-$194K	1	0.02%	Reduced
998	FineMark National Bank & Trust Fort Myers, Florida	$416K	+$371K	2	0.02%	New
999	SPFA Summit Place Financial Advisors Summit, New Jersey	$415K	+$388K	1	0.66%	New
1000	DI Diligent Investors Redlands, California	$411K	+$164K	2	0.19%	Increased