← 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
1101	Capital Investment Advisors Atlanta, Georgia	$438K	-$74K	1	0.01%	Reduced
1102	SCP Sivia Capital Partners Mill Valley, California	$437K	+$436K	1	0.05%	New
1103	PIM Penobscot Investment Management Boston, Massachusetts	$435K	-$95.3K	1	0.03%	Reduced
1104	Fuller & Thaler Asset Management San Mateo, California	$435K	-$237K	1	0%	Reduced
1105	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$435K	+$354K	3	0.11%	Increased
1106	SMC Smith, Moore & Co Clayton, Missouri	$433K	$0	1	0.03%	Maintained
1107	JWBC J.W. Burns & Co Dewitt, New York	$433K	+$12.8K	1	0.05%	Increased
1108	Blue Trust Inc Alpharetta, Georgia	$429K	-$30K	7	0%	Reduced
1109	SBI Securities Tokyo, Japan	$427K	+$118K	15	0.01%	Increased
1110	ML McAdam LLC Philadelphia, Pennsylvania	$423K	+$395K	1	0.02%	New
1111	CT Chicago Trust Grayslake, Illinois	$419K	-$3.29K	2	0.06%	Reduced
1112	NorthRock Partners Minneapolis, Minnesota	$417K	+$315K	2	0.01%	Increased
1113	WC Westerkirk Capital Victoria,	$409K	-$84.3K	1	0.04%	Reduced
1114	IPW Impact Partnership Wealth Marietta, Georgia	$409K	+$416K	2	0.04%	New
1115	IP Ignite Planners San Clemente, California	$409K	+$26.7K	1	0.06%	Increased
1116	MCF Advisors Covington, Kentucky	$408K	-$256K	5	0.01%	Reduced
1117	Marex Group London,	$408K	-$158K	2	0%	Reduced
1118	Beacon Pointe Advisors Newport Beach, California	$407K	-$886K	1	0%	Reduced
1119	CAM Cozad Asset Management Champaign, Illinois	$406K	+$80.9K	1	0.03%	Increased
1120	PCWA Pacific Capital Wealth Advisors Corona, California	$404K	-$321K	1	0.06%	Reduced
1121	TIM Thompson Investment Management Madison, Wisconsin	$403K	-$1.97K	2	0.05%	Reduced
1122	M1FG Mach-1 Financial Group Rogers, Arkansas	$400K	-$13.3K	1	0.15%	Reduced
1123	SA SoundView Advisors Olympia, Washington	$392K	$0	1	0.13%	Maintained
1124	PAI Palo Alto Investors Palo Alto, California	$391K	$0	1	0.05%	Maintained
1125	BC Bayforest Capital London, United Kingdom	$390K	+$138K	2	0.36%	Increased