← 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	AWA ARS Wealth Advisors St. Petersburg, Florida	$481K	$0	1	0.1%	Maintained
1027	MC Matisse Capital Portland, Oregon	$481K	-$26.5K	1	0.15%	Reduced
1028	NSIM North Star Investment Management Chicago, Illinois	$479K	+$305	6	0.05%	Increased
1029	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$478K	+$411K	2	0.04%	New
1030	Wedbush Securities Los Angeles, California	$478K	-$216K	1	0.04%	Reduced
1031	AIM Anchor Investment Management Columbia, South Carolina	$475K	$0	3	0.09%	Maintained
1032	CAN Claraphi Advisory Network Aliso Viejo, United States	$475K	+$140K	1	0.13%	Increased
1033	DI Diligent Investors Redlands, California	$473K	+$220K	2	0.19%	Increased
1034	FFC First Financial Corp Terre Haute, Indiana	$463K	-$5.46K	3	0.34%	Reduced
1035	GTCM Gyon Technologies Capital Management Denville, New Jersey	$463K	-$481K	2	0.16%	Reduced
1036	CCM Cribstone Capital Management Augusta, Maine	$462K	+$6.04K	1	0.32%	Increased
1037	Prospera Financial Services Dallas, Texas	$460K	+$348K	2	0.03%	Increased
1038	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$459K	-$121K	1	0.07%	Reduced
1039	CP Camelot Portfolios Maumee, Ohio	$458K	-$53K	1	0.24%	Reduced
1040	F F3Logic Burnsville, Minnesota	$455K	-$162K	1	0.06%	Reduced
1041	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$450K	$0	1	0.17%	Maintained
1042	S SimplyRich Carlsbad, California	$444K	$0	1	0.2%	Maintained
1043	LCS Levin Capital Strategies New York	$441K	+$380K	1	0.05%	New
1044	CIC Chase Investment Counsel Charlottesville, Virginia	$439K	$0	1	0.19%	Maintained
1045	KCM Kendall Capital Management Rockville, Maryland	$439K	+$21.1K	1	0.32%	Increased
1046	BCM Breiter Capital Management Bradenton, Florida	$437K	+$410K	1	0.3%	New
1047	AFG Albion Financial Group Salt Lake City, Utah	$436K	+$183K	2	0.04%	Increased
1048	BWM Biltmore Wealth Management Tempe, Arizona	$436K	-$50K	1	0.23%	Reduced
1049	One Capital Management Westlake Village, California	$436K	$0	1	0.05%	Maintained
1050	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$432K	+$405K	1	0.12%	New