← 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	HM Payson & Co Portland, Maine	$425K	-$59.9K	4	0.01%	Reduced
1127	First Horizon Advisors Memphis, Tennessee	$423K	-$179K	13	0.02%	Reduced
1128	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$422K	$0	1	0.29%	Maintained
1129	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$422K	-$784K	1	0.68%	Reduced
1130	TIAA FSB Jacksonville, Florida	$420K	-$88	1	0%	Reduced
1131	AI AdvisorShares Investments Bethesda, Maryland	$419K	+$555K	1	0.11%	New
1132	NICM Neo Ivy Capital Management New York	$418K	+$232K	4	1.1%	Increased
1133	SIA SeaBridge Investment Advisors Summit, New Jersey	$418K	-$5.81K	1	0.15%	Reduced
1134	IGWM ICA Group Wealth Management Denver, Colorado	$416K	-$4.67K	1	0.09%	Reduced
1135	RNC Capital Management Los Angeles, California	$415K	$0	1	0.03%	Maintained
1136	CCM Conway Capital Management Burbank, California	$415K	$0	1	0.37%	Maintained
1137	SIM Sentry Investment Management Stevens Point, Wisconsin	$413K	-$24.2K	4	0.2%	Reduced
1138	CA CV Advisors Aventura, Florida	$410K	$0	1	0.4%	Maintained
1139	SCM Silvant Capital Management Atlanta, Georgia	$410K	$0	1	0.03%	Maintained
1140	Glenview Trust Louisville, Kentucky	$409K	-$24.6K	1	0.02%	Reduced
1141	Wedge Capital Management Charlotte, North Carolina	$409K	+$57.9K	1	0.01%	Increased
1142	PC Prairiewood Capital Fargo, North Dakota	$408K	+$120K	1	0.34%	Increased
1143	TDC Thompson Davis & Co Richmond, Virginia	$408K	-$22K	1	0.55%	Reduced
1144	EW Evoke Wealth Los Angeles, California	$407K	-$3K	7	0.02%	Reduced
1145	GC Gruss & Co West Palm Beach, Florida	$405K	$0	1	3.49%	Maintained
1146	SCA Stonebridge Capital Advisors St Paul, Minnesota	$403K	+$69	4	0.05%	Increased
1147	BOH Bank of Hawaii Honolulu, Hawaii	$402K	-$2.89K	1	0.03%	Reduced
1148	FC Fulcrum Capital Seattle, Washington	$402K	$0	1	0.12%	Maintained
1149	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$397K	$0	1	0.05%	Maintained
1150	MA Momentum Advisors New York	$396K	+$413K	1	0.44%	New