← 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	Burgundy Asset Management Toronto, Ontario, Canada	$316K	$0	1	0%	Maintained
1127	IFS Ifrah Financial Services Little Rock, Arkansas	$315K	-$31.8K	1	0.1%	Reduced
1128	NL NKCFO LLC Geneva, Illinois	$314K	$0	1	0.12%	Maintained
1129	Brookstone Capital Management Wheaton, Illinois	$313K	+$25.5K	1	0.01%	Increased
1130	NewEdge Advisors New Orleans, Louisiana	$310K	-$2.63M	1	0.01%	Reduced
1131	Oberweis Asset Management Lisle, Illinois	$308K	$0	1	0.08%	Maintained
1132	SRC Sage Rhino Capital Menlo Park, California	$305K	-$1.08M	1	0.12%	Reduced
1133	HCM Hollencrest Capital Management Newport Beach, California	$304K	$0	1	0.03%	Maintained
1134	APG Abacus Planning Group Columbia, South Carolina	$301K	+$248K	1	0.09%	New
1135	Avior Wealth Management Omaha, Nebraska	$300K	+$9.34K	5	0.04%	Increased
1136	OLA Oliver Luxxe Assets Gladstone, New Jersey	$300K	+$260K	1	0.09%	New
1137	Park National Corp Newark, Ohio	$300K	-$3.99K	1	0.01%	Reduced
1138	Impax Asset Management Group London, United Kingdom	$297K	+$258K	1	0%	New
1139	FCA FinTrust Capital Advisors Greenville, South Carolina	$295K	-$166K	6	0.09%	Reduced
1140	TWM TriaGen Wealth Management Calabasas, California	$294K	+$294K	1	0.17%	New
1141	PCG Private Capital Group West Hartford, Connecticut	$293K	-$3.68K	6	0.05%	Reduced
1142	NRI NFP Retirement Inc Aliso Viejo, California	$292K	+$6.57K	1	0.18%	Increased
1143	TCOV Trust Company of Vermont Brattleboro, Vermont	$289K	+$8.89K	4	0.02%	Increased
1144	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$288K	+$31.3K	1	0.15%	Increased
1145	MFW Meristem Family Wealth Minnetonka, Minnesota	$288K	$0	1	0.06%	Maintained
1146	OFS OneAscent Financial Services Birmingham, Alabama	$288K	-$250K	1	0.31%	Reduced
1147	HM Payson & Co Portland, Maine	$287K	-$10.8K	4	0.01%	Reduced
1148	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$286K	-$3.39K	1	0.03%	Reduced
1149	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$285K	+$267K	1	0.09%	New
1150	KCM Kathmere Capital Management Wayne, Pennsylvania	$284K	$0	1	0.06%	Maintained