← 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	Geneos Wealth Management Englewood, Colorado	$554K	+$214K	5	0.02%	Increased
1002	EIP Easterly Investment Partners Beverly, Massachusetts	$552K	+$475K	1	0.08%	New
1003	Wealthspire Advisors (New York) New York	$552K	+$182K	2	0.02%	Increased
1004	OSIA O'Shares Investment Advisers Boston, Massachusetts	$550K	+$43.9K	1	0.04%	Increased
1005	MWM Mattern Wealth Management Lawrence, Kansas	$548K	+$202K	2	0.21%	Increased
1006	AFAS Acorn Financial Advisory Services Reston, Virginia	$544K	-$10.2K	1	0.21%	Reduced
1007	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$541K	+$530K	1	0.05%	Increased
1008	SXL Summit X LLC Chesterfield, Missouri	$541K	+$514K	1	0.16%	New
1009	Phoenix Financial Givatayim, Israel	$540K	+$204K	1	0.01%	Increased
1010	Carson Wealth (CWM LLC) Omaha, Nebraska	$528K	$0	10	0%	Maintained
1011	MIA MainStreet Investment Advisors Chicago, Illinois	$528K	-$39.1K	1	0.04%	Reduced
1012	GAG GM Advisory Group Melville, New York	$525K	$0	1	0.07%	Maintained
1013	Huntington National Bank Columbus, Ohio	$523K	-$42.1K	9	0.01%	Reduced
1014	Dynamic Advisor Solutions Phoenix, Arizona	$517K	+$5.55K	2	0.05%	Increased
1015	Cullen/Frost Bankers San Antonio, Texas	$516K	+$5.49K	4	0.01%	Increased
1016	Benjamin F. Edwards & Company St. Louis, Missouri	$510K	+$83.1K	6	0.03%	Increased
1017	EW Evoke Wealth Los Angeles, California	$505K	-$7.31M	8	0.03%	Reduced
1018	HC Henshaw Capital Woburn, Massachusetts	$504K	$0	1	0.04%	Maintained
1019	BIA Barry Investment Advisors New Bedford, Massachusetts	$502K	+$299K	1	0.15%	Increased
1020	LMAM Legg Mason Asset Management Tokyo, Japan	$499K	+$501K	1	0.5%	New
1021	CCM Compass Capital Management Minneapolis, Minnesota	$496K	-$238K	1	0.04%	Reduced
1022	CC Courier Capital Buffalo, New York	$496K	+$201K	2	0.05%	Increased
1023	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$483K	+$447K	2	0.24%	New
1024	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$483K	+$48.9K	1	0.02%	Increased
1025	BUB BBVA USA Bancshares Houston, Texas	$482K	-$112K	1	0.02%	Reduced