← 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
1001	RMC Resources Management Corp West Hartford, Connecticut	$624K	-$49K	1	0.08%	Reduced
1002	Simplicity Wealth Summit, New Jersey	$623K	+$426K	3	0.02%	Increased
1003	Western Wealth Management Golden, Colorado	$622K	-$240K	1	0.02%	Reduced
1004	CA Carson Advisory Athens, Georgia	$620K	+$23.8K	1	0.29%	Increased
1005	WAM WealthTrust Asset Management Destin, Florida	$620K	-$28.4K	1	0.34%	Reduced
1006	GIM Generali Investments Management Ljubljana, Slovenia	$619K	$0	1	0.13%	Maintained
1007	CCM Chiron Capital Management Tallahassee, Florida	$618K	+$186K	1	0.55%	Increased
1008	Savvy Advisors Inc New York	$613K	+$140K	1	0.01%	Increased
1009	LHC Little House Capital Braintree, Massachusetts	$612K	+$9.12K	1	0.14%	Increased
1010	MGIA Matthew Goff Investment Advisor Houston, Texas	$612K	-$17.9K	1	0.1%	Reduced
1011	Smartleaf Asset Management Boston, Massachusetts	$610K	$0	11	0.02%	Maintained
1012	EI Ellevest Inc New York	$609K	+$14.9K	2	0.07%	Increased
1013	Krane Funds Advisors New York	$605K	+$463K	1	0.02%	Increased
1014	KCM Kathmere Capital Management Wayne, Pennsylvania	$605K	+$340K	2	0.03%	Increased
1015	SCS Capital Management Boston, Massachusetts	$604K	-$1.2K	1	0.01%	Reduced
1016	NAS NWF Advisory Services Los Angeles, California	$604K	-$21.8K	1	0.06%	Reduced
1017	LA Lifeworks Advisors Grand Rapids, Michigan	$603K	-$88.5K	2	0.06%	Reduced
1018	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$599K	-$656	1	0.04%	Reduced
1019	TCM Twin Capital Management Mcmurray, Pennsylvania	$593K	-$98K	1	0.06%	Reduced
1020	AAIM American Assets Investment Management San Diego, California	$592K	$0	1	0.04%	Maintained
1021	GCM Gallacher Capital Management Lone Tree, Colorado	$590K	-$441K	1	0.33%	Reduced
1022	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$585K	+$622K	1	0.08%	New
1023	SCA Snowden Capital Advisors New York	$584K	+$92.9K	3	0.01%	Increased
1024	BMWM Brown Miller Wealth Management Mclean, Virginia	$579K	$0	1	0.15%	Maintained
1025	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$578K	-$123K	2	0.04%	Reduced