← 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	DY Dowling & Yahnke San Diego, California	$608K	$0	1	0.03%	Maintained
1027	MC Matisse Capital Portland, Oregon	$608K	-$40.6K	1	0.19%	Reduced
1028	Sigma Planning Corp Ann Arbor, Michigan	$608K	+$120K	1	0.02%	Increased
1029	FAIM Financial Advocates Investment Management Olympia, Washington	$606K	-$73.2K	1	0.04%	Reduced
1030	SOAMC Spirit of America Management Corp Syosset, New York	$605K	$0	2	0.13%	Maintained
1031	SICM Sustainable Insight Capital Management New York	$605K	+$601K	1	0.36%	New
1032	Vestmark Advisory Solutions Wakefield, Massachusetts	$605K	+$270K	2	0.04%	Increased
1033	HA Harbor Advisors West Palm Beach, Florida	$600K	$0	1	0.12%	Maintained
1034	WSCM Wellington Shields Capital Management New York	$595K	-$3.04M	1	0.07%	Reduced
1035	NSIM North Star Investment Management Chicago, Illinois	$588K	+$3.3K	6	0.05%	Increased
1036	Global Retirement Partners San Rafael, California	$584K	+$9.44K	6	0.06%	Increased
1037	BA Bellwether Advisors Lincoln, Nebraska	$583K	-$5.58K	2	0.2%	Reduced
1038	1WA 180 Wealth Advisors Federal Way, Washington	$582K	+$194K	2	0.13%	Increased
1039	GFS GYL Financial Synergies West Hartford, Connecticut	$582K	+$18.4K	1	0.3%	Increased
1040	Independent Financial Group San Diego, California	$577K	+$64.2K	1	0.06%	Increased
1041	Fayez Sarofim & Co Houston, Texas	$574K	$0	2	0%	Maintained
1042	CFA Capstone Financial Advisors Downers Grove, Illinois	$569K	$0	1	0.04%	Maintained
1043	NFSG Newbridge Financial Services Group Boca Raton, Florida	$561K	-$99K	4	0.34%	Reduced
1044	ACA Atlas Capital Advisors Jackson, Wyoming	$558K	+$24.7K	4	0.09%	Increased
1045	NERM New England Research & Management Chicago, Illinois	$554K	-$22.5K	1	0.29%	Reduced
1046	WFC Western Financial Corp San Diego, California	$552K	+$144K	1	0.3%	Increased
1047	BU BBVA USA Birmingham, Alabama	$547K	+$501K	2	0.03%	New
1048	KOC Koss-Olinger Consulting Gainesville, Florida	$545K	$0	1	0.08%	Maintained
1049	SIA Strategic Investment Advisors Farmington Hills, Michigan	$545K	+$45.2K	1	0.12%	Increased
1050	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$539K	-$7.78K	1	0.02%	Reduced