← 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
1076	NWWA New Wave Wealth Advisors Springdale, Arkansas	$472K	+$74.6K	1	0.13%	Increased
1077	PE PCM Encore Aspen, Colorado	$472K	+$146K	2	0.08%	Increased
1078	PA Probity Advisors Dallas, Texas	$471K	-$33.1K	1	0.07%	Reduced
1079	CCA Checchi Capital Advisers Beverly Hills, California	$470K	-$252K	1	0.02%	Reduced
1080	FCP Fidelis Capital Partners Tampa, Florida	$470K	+$175K	2	0.03%	Increased
1081	Destination Wealth Management Walnut Creek, California	$466K	-$856	1	0.01%	Reduced
1082	SCM Suvretta Capital Management New York	$466K	$0	1	0.01%	Maintained
1083	IFU iSAM Funds (UK) London, United Kingdom	$464K	+$382K	1	0.33%	Increased
1084	PCP Proficio Capital Partners Newton, Massachusetts	$463K	+$488K	2	0.02%	New
1085	CC Carlson Capital Dallas, Texas	$461K	-$65.1K	1	0.09%	Reduced
1086	OF Outfitter Financial Brunswick, Maine	$460K	-$4.47K	1	0.32%	Reduced
1087	OCM Orion Capital Management Coronado, California	$460K	$0	1	0.14%	Maintained
1088	Harvest Fund Management Beijing, China	$455K	-$13.1K	1	0.02%	Reduced
1089	Harbour Investments Madison, Wisconsin	$455K	-$1.72M	12	0.01%	Reduced
1090	LWMNY Landmark Wealth Management (New York) Melville, New York	$453K	+$112	2	0.11%	Increased
1091	GA GraniteShares Advisors New York	$452K	-$36.5K	1	0.29%	Reduced
1092	Anchor Capital Advisors Boston, Massachusetts	$450K	+$3.73K	1	0.01%	Increased
1093	LCM Logan Capital Management Newtown Square, Pennsylvania	$449K	+$449K	3	0.02%	New
1094	CCM Contrarian Capital Management Greenwich, Connecticut	$449K	$0	1	0.15%	Maintained
1095	BAM BTS Asset Management Lincoln, Massachusetts	$449K	+$208K	1	0.95%	Increased
1096	SPI Sutton Place Investors Katonah, New York	$446K	+$10.5K	1	0.22%	Increased
1097	CFG Cooper Financial Group Irvine, California	$444K	-$8.56K	2	0.04%	Reduced
1098	Seizert Capital Partners Birmingham, Michigan	$443K	+$170K	1	0.02%	Increased
1099	CG CFO4Life Group Coppell, Texas	$443K	-$10.8K	1	0.06%	Reduced
1100	J. Safra Sarasin Holding	$440K	+$140K	1	0.01%	Increased