← 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	Vident Investment Advisory Alpharetta, Georgia	$501K	-$1.67M	1	0.02%	Reduced
1077	TCM Triumph Capital Management Denver, Colorado	$500K	+$157K	1	0.27%	Increased
1078	SXL Summit X LLC Chesterfield, Missouri	$499K	$0	1	0.15%	Maintained
1079	Perfromance Wealth Partners Hinsdale, Illinois	$497K	$0	1	0.03%	Maintained
1080	NSIM North Star Investment Management Chicago, Illinois	$496K	+$243	9	0.05%	Increased
1081	GAG GM Advisory Group Melville, New York	$495K	$0	1	0.06%	Maintained
1082	Aspiriant LLC Los Angeles, California	$494K	+$273K	1	0.02%	Increased
1083	DFA Delta Financial Advisors New Orleans, Louisiana	$493K	$0	1	0.26%	Maintained
1084	PRC Pearl River Capital Niles, Michigan	$492K	+$213K	1	0.09%	Increased
1085	AIM Aspen Investment Management Grand Rapids, Michigan	$489K	-$24.3K	1	0.33%	Reduced
1086	CWM C2C Wealth Management Scottsdale, Arizona	$488K	+$103K	2	0.1%	Increased
1087	FLC Fifth Lane Capital Austin, Texas	$486K	+$500K	1	0.25%	New
1088	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$486K	-$858	1	0.2%	Reduced
1089	Chicago Partners Investment Group Chicago, Illinois	$485K	+$202K	2	0.03%	Increased
1090	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$485K	-$94.2K	1	0.09%	Reduced
1091	SA SL Advisors Westfield, New Jersey	$483K	$0	2	1.2%	Maintained
1092	InterOcean Capital Group Nashville, Tennessee	$481K	-$362K	1	0.02%	Reduced
1093	PB Pinnacle Bancorp Beatrice, Nebraska	$481K	+$31.4K	4	0.21%	Increased
1094	MWC MBM Wealth Consultants Chesterfield, Missouri	$480K	+$114K	1	0.23%	Increased
1095	WC Wexford Capital West Palm Beach, Florida	$480K	+$469K	1	0.15%	New
1096	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$480K	-$5.29K	1	0.24%	Reduced
1097	LC Lindbrook Capital Calabasas, California	$478K	+$65.4K	16	0.08%	Increased
1098	RWA River Wealth Advisors Camp Hill, Pennsylvania	$478K	-$14.8K	1	0.1%	Reduced
1099	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$472K	-$70.6K	3	0.13%	Reduced
1100	AIA Group Hong Kong	$471K	-$318K	3	0.03%	Reduced