← 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	HighPoint Advisor Group Downers Grove, Illinois	$506K	+$20K	1	0.05%	Increased
1052	BA Bellwether Advisors Lincoln, Nebraska	$504K	+$3.6K	3	0.17%	Increased
1053	QT Quantamental Technologies White Plains, New York	$504K	+$504K	1	0.34%	New
1054	SOAMC Spirit of America Management Corp Syosset, New York	$504K	$0	2	0.11%	Maintained
1055	RNC Capital Management Los Angeles, California	$501K	$0	1	0.03%	Maintained
1056	ACA Atlas Capital Advisors Jackson, Wyoming	$501K	+$1.84K	4	0.08%	Increased
1057	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$499K	-$6.09M	1	0%	Reduced
1058	CX Institutional Auburn, Indiana	$498K	-$1.33M	4	0.04%	Reduced
1059	MBT Montecito Bank & Trust Santa Barbara, California	$495K	$0	1	0.1%	Maintained
1060	SWRP Summit Wealth & Retirement Planning San Ramon, California	$493K	-$81.4K	1	0.18%	Reduced
1061	Beacon Pointe Advisors Newport Beach, California	$492K	-$516K	2	0.01%	Reduced
1062	CIM Contravisory Investment Management Norwell, Massachusetts	$492K	+$15.4K	1	0.15%	Increased
1063	Lido Advisors Los Angeles, California	$487K	+$15K	2	0.01%	Increased
1064	RT Rockland Trust Hanover, Massachusetts	$483K	$0	1	0.03%	Maintained
1065	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$477K	+$513K	1	0.09%	New
1066	Caprock Group Boise, Idaho	$476K	+$205K	2	0.04%	Increased
1067	BU BBVA USA Birmingham, Alabama	$475K	-$7.86K	2	0.03%	Reduced
1068	YMRC Yorktown Management & Research Company Forest, Virginia	$474K	+$474K	1	0.36%	New
1069	SC Saltoro Capital Dallas, Texas	$473K	+$58.9K	1	0.17%	Increased
1070	Wealthspire Advisors (New York) New York	$471K	+$480K	2	0.01%	New
1071	MIA MainStreet Investment Advisors Chicago, Illinois	$470K	-$7.17K	1	0.05%	Reduced
1072	NIM NuWave Investment Management Parsippany, New Jersey	$466K	+$152K	3	0.53%	Increased
1073	GDP Great Diamond Partners Portland, Maine	$462K	-$63.1K	1	0.13%	Reduced
1074	DAM Diamant Asset Management Ridgefield, Connecticut	$461K	+$479K	1	0.38%	New
1075	IF IRON Financial Northbrook, Illinois	$461K	+$479K	1	0.22%	New