← 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	SMC S. Muoio & Co New York	$417K	$0	1	0.32%	Maintained
1102	Harvest Fund Management Beijing, China	$416K	-$44.5K	3	0.09%	Reduced
1103	IHL Investment House LLC Redondo Beach, California	$415K	-$26.2K	1	0.03%	Reduced
1104	YWP YorkBridge Wealth Partners New York	$415K	+$17.8K	1	0.1%	Increased
1105	CG Cutler Group San Francisco, California	$413K	-$463K	7	0.02%	Reduced
1106	TC Toews Corporation Northfield, New Jersey	$413K	+$413K	1	0.05%	New
1107	Independent Advisor Alliance Charlotte, North Carolina	$412K	-$23.4K	1	0.02%	Reduced
1108	Independent Financial Group San Diego, California	$411K	+$23.4K	1	0.04%	Increased
1109	GTCM Gyon Technologies Capital Management Denville, New Jersey	$409K	+$424K	1	0.11%	New
1110	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$407K	$0	1	0.06%	Maintained
1111	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$407K	+$419K	1	0.11%	Increased
1112	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$407K	$0	1	0.02%	Maintained
1113	B Bellecapital Zurich, Switzerland	$405K	-$572K	1	0.12%	Reduced
1114	DP Dearborn Partners Chicago, Illinois	$403K	$0	1	0.02%	Maintained
1115	SFI Siemens Fonds Invest Munich, Germany	$400K	+$415K	1	0.03%	New
1116	KFP KB Financial Partners Princeton, New Jersey	$399K	-$154K	1	0.15%	Reduced
1117	FFC First Financial Corp Terre Haute, Indiana	$396K	$0	3	0.26%	Maintained
1118	Atlantic Union Bankshares Glen Allen, Virginia	$395K	$0	1	0.04%	Maintained
1119	WPWM Windward Private Wealth Management Overland Park, Kansas	$395K	$0	1	0.16%	Maintained
1120	MFS Mirabella Financial Services London, United Kingdom	$394K	-$2.21M	1	0.05%	Reduced
1121	SWM SeaCrest Wealth Management Purchase, New York	$394K	-$29.8K	1	0.05%	Reduced
1122	Park National Corp Newark, Ohio	$392K	+$273	1	0.02%	Increased
1123	FF FourThought Financial Venice, Florida	$390K	+$70.8K	9	0.05%	Increased
1124	OPWM Oakwell Private Wealth Management Austin, Texas	$384K	+$413K	1	0.21%	New
1125	Oberweis Asset Management Lisle, Illinois	$382K	-$283K	1	0.08%	Reduced