← 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
1051	Spire Wealth Management Mclean, Virginia	$509K	+$113K	5	0.02%	Increased
1052	FG Formula Growth Montreal, Quebec, Canada	$503K	-$316K	1	0.18%	Reduced
1053	AHIA Andrew Hill Investment Advisors Naples, Florida	$502K	-$1.27K	1	0.37%	Reduced
1054	HBT Heartland Bank & Trust Bloomington, Illinois	$501K	-$5.82K	1	0.1%	Reduced
1055	OPA Old Port Advisors Portland, Maine	$499K	-$35.7K	1	0.1%	Reduced
1056	AWA Alta Wealth Advisors Woburn, Massachusetts	$498K	+$407K	1	0.14%	New
1057	BPCM Beach Point Capital Management Santa Monica, California	$498K	$0	1	0.19%	Maintained
1058	Groupama Asset Management Paris, France	$497K	-$148K	2	0.01%	Reduced
1059	Profund Advisors Bethesda, Maryland	$494K	-$45.4K	2	0.01%	Reduced
1060	BWA Basecamp Wealth Advisors Bellevue, Washington	$493K	-$32.7K	8	0.09%	Reduced
1061	CAM Claret Asset Management Montreal, Quebec, Canada	$493K	+$174K	2	0.05%	Increased
1062	QC Quent Capital New York	$490K	+$93.7K	9	0.03%	Increased
1063	RT Rockland Trust Hanover, Massachusetts	$490K	-$10.7K	1	0.02%	Reduced
1064	GSM Global Strategic Management San Juan, Puerto Rico	$489K	-$14K	1	0.38%	Reduced
1065	DG DMC Group Birmingham, Alabama	$488K	-$19.6K	1	0.33%	Reduced
1066	Polar Asset Management Partners Toronto, Ontario, Canada	$488K	+$514K	2	0.01%	New
1067	AFAS Acorn Financial Advisory Services Reston, Virginia	$485K	-$1.82K	1	0.06%	Reduced
1068	Independent Financial Group San Diego, California	$484K	-$7.99K	2	0.01%	Reduced
1069	LCM Legato Capital Management San Francisco, California	$483K	+$301K	2	0.04%	Increased
1070	SL Sentinus LLC Oak Brook, Illinois	$482K	+$57.9K	1	0.04%	Increased
1071	EPW Evolve Private Wealth Los Angeles, California	$482K	+$489K	2	0.03%	New
1072	Clearstead Advisors Cleveland, Ohio	$477K	+$130K	17	0%	Increased
1073	TCW Group Los Angeles, California	$475K	+$1.86K	1	0%	Increased
1074	HT Headlands Technologies Chicago, Illinois	$475K	+$298K	2	0.05%	Increased
1075	FHC First Horizon Corporation Memphis, Tennessee	$475K	-$660	7	0.02%	Reduced