← 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
1026	WAM Watershed Asset Management San Francisco, California	$576K	-$75K	1	0.52%	Reduced
1027	PCG Prosperity Consulting Group Owings Mills, Maryland	$572K	+$328K	2	0.02%	Increased
1028	SRC Sage Rhino Capital Menlo Park, California	$569K	+$6.6K	2	0.09%	Increased
1029	TC TwinBeech Capital Purchase, New York	$569K	+$86.5K	2	0.1%	Increased
1030	AG Ascent Group Virginia Beach, Virginia	$568K	-$239K	2	0.02%	Reduced
1031	WIM WealthPlan Investment Management Omaha, Nebraska	$564K	+$165K	2	0.03%	Increased
1032	GP GLR Partners Columbia, Maryland	$562K	+$33.6K	1	0.26%	Increased
1033	VIP Value Investment Professionals New York	$556K	+$9.09K	1	0.47%	Increased
1034	RC RBO & Co Saint Helena, California	$551K	+$258K	1	0.09%	Increased
1035	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$547K	+$487K	2	0.1%	New
1036	EWA Exit Wealth Advisors Atlanta, Georgia	$545K	+$579K	1	0.25%	New
1037	NSIM North Star Investment Management Chicago, Illinois	$542K	-$1.02M	7	0.03%	Reduced
1038	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$542K	+$127K	14	0.05%	Increased
1039	Atomi Financial Group New York	$538K	+$156K	2	0.01%	Increased
1040	FHC Forest Hill Capital Little Rock, Arkansas	$538K	+$559K	1	0.41%	New
1041	Wealthspire Advisors (New York) New York	$536K	+$570K	1	0%	New
1042	JSL JT Stratford LLC Gainesville, Georgia	$534K	-$137K	1	0.06%	Reduced
1043	OAM Ostrum Asset Management Paris, France	$529K	+$337K	1	0.03%	Increased
1044	WFI West Family Investments Carlsbad, California	$526K	+$546K	1	0.15%	New
1045	RC Reik & Co New York	$524K	$0	1	0.14%	Maintained
1046	SIG Sargent Investment Group Bethesda, Maryland	$523K	-$72.1K	1	0.06%	Reduced
1047	Sagespring Wealth Partners Franklin, Tennessee	$519K	+$91.8K	2	0.01%	Increased
1048	WCM Weaver Capital Management Suwanee, Georgia	$518K	$0	1	0.11%	Maintained
1049	MC Moors & Cabot Boston, Massachusetts	$514K	+$180K	1	0.02%	Increased
1050	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$512K	$0	2	0.33%	Maintained