← 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	Ironwood Investment Counsel Scottsdale, Arizona	$303K	+$739	1	0.08%	Increased
1052	GSA Capital Partners London, United Kingdom	$302K	-$134K	1	0.05%	Reduced
1053	Centiva Capital New York	$301K	+$108K	1	0.02%	Increased
1054	Colony Group Boston, Massachusetts	$301K	+$72.3K	1	0.01%	Increased
1055	SeaCrest Wealth Management Purchase, New York	$299K	+$2.77K	1	0.05%	Increased
1056	CG Cutler Group San Francisco, California	$297K	+$218K	6	0.02%	Increased
1057	PB Pinnacle Bancorp Beatrice, Nebraska	$297K	-$46.3K	3	0.21%	Reduced
1058	RIM Rampart Investment Management Hartford, Connecticut	$297K	-$637K	4	0.19%	Reduced
1059	IFS Ifrah Financial Services Little Rock, Arkansas	$294K	-$25.4K	1	0.11%	Reduced
1060	RCA Ranch Capital Advisors Sarasota, Florida	$293K	+$2.58K	2	0.24%	Increased
1061	Argent Trust Co Nashville, Tennessee	$291K	+$2.63K	1	0.03%	Increased
1062	Diametric Capital Boston, Massachusetts	$291K	+$296K	1	0.22%	New
1063	180 Wealth Advisors Federal Way, Washington	$290K	-$24.4K	1	0.11%	Reduced
1064	S Surevest Los Angeles, California	$289K	$0	1	0.11%	Maintained
1065	Canandaigua National Corp Canandaigua, New York	$284K	-$247K	1	0.05%	Reduced
1066	OR Olympiad Research Stamford, Connecticut	$284K	-$333K	1	0.14%	Reduced
1067	Brookstone Capital Management Wheaton, Illinois	$283K	+$290K	1	0.01%	New
1068	NFP Retirement Inc Aliso Viejo, California	$281K	$0	1	0.19%	Maintained
1069	JWBC John W. Brooker & Co Oakland, California	$280K	$0	1	0.2%	Maintained
1070	Kathmere Capital Management Wayne, Pennsylvania	$280K	+$287K	1	0.07%	New
1071	CC Courier Capital Buffalo, New York	$278K	$0	1	0.03%	Maintained
1072	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$277K	+$266K	1	0.01%	Increased
1073	Arax Advisory Partners Denver, Colorado	$275K	+$28.5K	4	0.05%	Increased
1074	Beacon Pointe Advisors Newport Beach, California	$273K	-$10.4K	1	0.03%	Reduced
1075	Calton & Associates Tampa, Florida	$273K	-$113K	1	0.06%	Reduced