← 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	Addenda Capital Montreal, Quebec, Canada	$213K	+$205K	1	0.02%	New
1027	DY Dowling & Yahnke San Diego, California	$213K	-$28.3K	1	0.02%	Reduced
1028	SWA SFMG Wealth Advisors Plano, Texas	$213K	-$46.3K	1	0.04%	Reduced
1029	SC SRB Corp Boston, Massachusetts	$212K	+$212K	1	0.03%	New
1030	Evergreen Capital Management Bellevue, Washington	$210K	+$211K	1	0.02%	New
1031	KWMG King Wealth Management Group Naples, Florida	$210K	+$212K	1	0.07%	New
1032	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$208K	+$209K	1	0.03%	New
1033	PO Private Ocean San Rafael, California	$208K	+$36.2K	3	0.1%	Increased
1034	Lido Advisors Los Angeles, California	$206K	+$200K	1	0.03%	New
1035	BOH Bank of Hawaii Honolulu, Hawaii	$205K	-$518K	1	0.02%	Reduced
1036	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$205K	-$313K	1	0.13%	Reduced
1037	I IberiaBank Lafayette, Louisiana	$203K	$0	1	0.04%	Maintained
1038	CCA Checchi Capital Advisers Beverly Hills, California	$202K	+$211K	1	0.03%	New
1039	PCG Private Capital Group West Hartford, Connecticut	$196K	+$3.55K	6	0.04%	Increased
1040	FGAM Financial Gravity Asset Management Lakeway, Texas	$195K	+$190K	9	0.2%	New
1041	FGC Financial Gravity Companies Lakeway, Texas	$195K	+$21.9K	9	0.2%	Increased
1042	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$194K	+$195K	7	0.03%	New
1043	MBT Monroe Bank & Trust Monroe, Michigan	$190K	$0	1	0.06%	Maintained
1044	WI WrapManager Inc Mill Valley, California	$189K	+$216K	1	0.06%	New
1045	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$187K	-$61.7K	1	0.16%	Reduced
1046	IHT Wealth Management Chicago, Illinois	$185K	+$4.06K	3	0.05%	Increased
1047	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$183K	$0	1	0.03%	Maintained
1048	CPA Court Place Advisors Ellicott City, Maryland	$182K	+$209K	1	0.08%	New
1049	NIM NuWave Investment Management Parsippany, New Jersey	$173K	+$79.2K	1	0.27%	Increased
1050	AssetMark Inc Concord, California	$171K	+$44.5K	6	0%	Increased