← 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	Ballentine Partners Waltham, Massachusetts	$494K	+$501K	2	0.02%	New
1077	CIM Contravisory Investment Management Norwell, Massachusetts	$494K	-$537K	1	0.15%	Reduced
1078	PAA Peregrine Asset Advisers Portland, Oregon	$494K	-$6.77K	1	0.23%	Reduced
1079	SM SG3 Management Dorado, Puerto Rico	$494K	+$91.9K	2	0.02%	Increased
1080	CCG Chatham Capital Group Savannah, Georgia	$491K	$0	1	0.09%	Maintained
1081	SC Saltoro Capital Dallas, Texas	$490K	-$517K	1	0.2%	Reduced
1082	Williams Jones Wealth Management New York	$490K	$0	1	0.01%	Maintained
1083	Spire Wealth Management Mclean, Virginia	$489K	+$159K	7	0.01%	Increased
1084	FGAM Financial Gravity Asset Management Lakeway, Texas	$481K	+$10.5K	4	0.17%	New
1085	CFA Carroll Financial Associates Charlotte, North Carolina	$476K	+$252K	6	0.03%	Increased
1086	FFC First Financial Corp Terre Haute, Indiana	$476K	$0	3	0.32%	Maintained
1087	Lido Advisors Los Angeles, California	$475K	+$194K	2	0.01%	Increased
1088	IHL Investment House LLC Redondo Beach, California	$473K	+$487K	1	0.03%	New
1089	TA Teton Advisors Rye, New York	$470K	$0	1	0.06%	Maintained
1090	Arax Advisory Partners Denver, Colorado	$468K	+$442K	6	0.06%	New
1091	RNC Capital Management Los Angeles, California	$468K	$0	1	0.02%	Maintained
1092	SWP Strategic Wealth Partners Independence, Ohio	$468K	+$35.5K	1	0.15%	Increased
1093	Independent Advisor Alliance Charlotte, North Carolina	$467K	-$28.5K	1	0.03%	Reduced
1094	SMC S. Muoio & Co New York	$465K	$0	1	0.39%	Maintained
1095	FC FORA Capital Miami, Florida	$464K	+$332K	4	0.09%	Increased
1096	CCA Checchi Capital Advisers Beverly Hills, California	$463K	-$73.9K	2	0.05%	Reduced
1097	MBT Montecito Bank & Trust Santa Barbara, California	$461K	$0	1	0.09%	Maintained
1098	Pendal Group Sydney, Australia	$461K	+$268K	2	0%	Increased
1099	DI Diligent Investors Redlands, California	$457K	-$6.82K	2	0.16%	Reduced
1100	CIM Chiron Investment Management New York	$456K	+$439K	1	0.05%	New