← 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	TCM Tributary Capital Management Omaha, Nebraska	$470K	-$11.7K	1	0.05%	Reduced
1102	ACP Ashfield Capital Partners San Francisco, California	$466K	$0	1	0.04%	Maintained
1103	PCR Potrero Capital Research San Francisco, California	$465K	-$975K	1	0.32%	Reduced
1104	Vestmark Advisory Solutions Wakefield, Massachusetts	$463K	+$232K	2	0.03%	Increased
1105	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$462K	-$7.51K	1	0.06%	Reduced
1106	Avior Wealth Management Omaha, Nebraska	$459K	+$29.1K	7	0.04%	Increased
1107	Dana Investment Advisors Waukesha, Wisconsin	$453K	$0	1	0.03%	Maintained
1108	Bank Julius Baer & Co Zurich, Switzerland	$452K	+$135K	2	0%	Increased
1109	Leonteq Securities AG Zurich, Switzerland	$450K	-$362K	10	0.02%	Reduced
1110	DA DCM Advisors New York	$450K	+$230K	1	0.23%	Increased
1111	SA Syntax Advisors New York	$450K	-$24.2K	2	0.38%	Reduced
1112	VCG Vantage Consulting Group Virginia Beach, Virginia	$450K	-$24.2K	2	0.26%	Reduced
1113	CCM CTC Capital Management Chicago, Illinois	$449K	+$454K	1	0.36%	New
1114	Eisler Capital (UK) London, United Kingdom	$447K	+$518K	2	0.02%	New
1115	WP WMS Partners Towson, Maryland	$447K	+$3.43K	1	0.06%	Increased
1116	AG Ascent Group Virginia Beach, Virginia	$446K	+$10.2K	1	0.05%	Increased
1117	SW SVB Wealth Boston, Massachusetts	$438K	+$165K	1	0.01%	Increased
1118	Koshinski Asset Management Decatur, Illinois	$436K	-$237	1	0.05%	Reduced
1119	Great Valley Advisor Group Wilmington, Delaware	$434K	+$207K	2	0.02%	Increased
1120	TC Towle & Co Denver, Colorado	$431K	+$11.7K	1	0.07%	Increased
1121	Western Wealth Management Golden, Colorado	$431K	-$10.3K	1	0.02%	Reduced
1122	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$430K	+$84.6K	1	0.06%	Increased
1123	AT American Trust Lexington, Kentucky	$430K	-$366K	1	0.04%	Reduced
1124	PTC Petrus Trust Company Dallas, Texas	$429K	+$460K	2	0.06%	New
1125	BC Bridgefront Capital Austin, Texas	$427K	-$373K	1	0.44%	Reduced