← 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	SMFS Squar Milner Financial Services Irvine, California	$365K	+$342K	2	0.18%	New
1027	CMT Capital Markets Trading Frankfurt, Germany	$364K	-$225K	1	0.01%	Reduced
1028	SGAM Smith Group Asset Management Dallas, Texas	$364K	-$894K	2	0.02%	Reduced
1029	CCG Chatham Capital Group Savannah, Georgia	$363K	$0	1	0.09%	Maintained
1030	AAM Azzad Asset Management Falls Church, Virginia	$360K	$0	1	0.04%	Maintained
1031	AIM Anchor Investment Management Columbia, South Carolina	$359K	$0	3	0.08%	Maintained
1032	KIA KCM Investment Advisors Greenbrae, California	$359K	-$5.24K	1	0.02%	Reduced
1033	Wealthspire Advisors (New York) New York	$358K	+$325K	1	0.03%	New
1034	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$356K	$0	2	0.01%	Maintained
1035	AMG Advisors Management Group La Crosse, Wisconsin	$355K	-$1.19K	1	0.14%	Reduced
1036	PP Parplus Partners New York	$355K	+$332K	1	0.07%	New
1037	MWC MBM Wealth Consultants Chesterfield, Missouri	$352K	+$51.3K	1	0.26%	Increased
1038	Beacon Pointe Advisors Newport Beach, California	$351K	-$7.97K	1	0.11%	Reduced
1039	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$351K	+$8.69K	1	0.15%	Increased
1040	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$351K	$0	1	0.23%	Maintained
1041	RT Rockland Trust Hanover, Massachusetts	$349K	-$7.78K	1	0.03%	Reduced
1042	MUFG Americas New York	$348K	+$96K	2	0.01%	Increased
1043	PCG Private Capital Group West Hartford, Connecticut	$348K	+$3.41K	5	0.07%	Increased
1044	PTC Private Trust Company Cleveland, Ohio	$348K	-$724	1	0.06%	Reduced
1045	Ethic Inc New York	$344K	+$320K	1	0.25%	New
1046	WhitTier Trust Company Reno, Nevada	$343K	$0	5	0.02%	Maintained
1047	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$342K	-$566K	2	0.03%	Reduced
1048	DMK David M. Knott	$342K	$0	1	0.14%	Maintained
1049	GCIA Gabelli & Co Investment Advisers Rye, New York	$342K	-$57.9K	1	0.04%	Reduced
1050	CIM Contravisory Investment Management Norwell, Massachusetts	$340K	+$4.95K	1	0.12%	Increased