← 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
1126	OGF Orin Green Financial San Diego, California	$388K	$0	1	0.14%	Maintained
1127	HAM Hedges Asset Management Reno, Nevada	$388K	+$413K	1	0.25%	New
1128	NP Nilsine Partners Greenwood Village, Colorado	$386K	-$6.91K	1	0.03%	Reduced
1129	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$382K	-$231K	3	0.01%	Reduced
1130	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$377K	+$66.9K	2	0.08%	Increased
1131	Congress Asset Management Boston, Massachusetts	$373K	-$1.03M	1	0%	Reduced
1132	LIM Leavell Investment Management Mobile, Alabama	$372K	-$62.2K	1	0.01%	Reduced
1133	TIAA-CREF Individual & Institutional Services New York	$371K	-$54.5K	1	0%	Reduced
1134	PPC Park Place Capital Homewood, Alabama	$369K	+$271K	3	0.06%	Increased
1135	EFS Essex Financial Services Essex, Connecticut	$366K	-$168K	1	0.02%	Reduced
1136	Equitable Holdings New York	$365K	-$99.9K	1	0%	Reduced
1137	Foundations Investment Advisors Phoenix, Arizona	$362K	+$121K	1	0%	Increased
1138	RS R Squared Central, Hong Kong	$359K	+$242K	3	0.19%	Increased
1139	MWM Manske Wealth Management Houston, Texas	$359K	+$93.1K	1	0.09%	Increased
1140	Cookson Peirce & Co Pittsburgh, Pennsylvania	$356K	-$759K	1	0.01%	Reduced
1141	NC nVerses Capital Wellington, Florida	$356K	-$141K	1	0.55%	Reduced
1142	PPA Pacific Point Advisors Rancho Santa Fe, California	$355K	-$2.28K	2	0.16%	Reduced
1143	SageView Advisory Group Newport Beach, California	$354K	+$343K	1	0.01%	New
1144	IP Indivisible Partners Clearwater, Florida	$354K	+$353K	1	0.02%	New
1145	ACM Avalon Capital Management Port Of Redwood City, California	$353K	-$222K	1	0.08%	Reduced
1146	Crawford Investment Counsel Atlanta, Georgia	$352K	-$2.03M	3	0.01%	Reduced
1147	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$351K	$0	1	0.03%	Maintained
1148	MCM Massar Capital Management Stamford, Connecticut	$349K	-$1.56M	1	0.03%	Reduced
1149	RFG Range Financial Group Tigard, Oregon	$348K	-$26.4K	1	0.1%	Reduced
1150	PP PDT Partners New York	$348K	+$23.4K	1	0.02%	Increased