← 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
1151	VWM Venturi Wealth Management Austin, Texas	$347K	+$345K	1	0.01%	New
1152	WWM Walser Wealth Management Tampa, Florida	$347K	+$152K	1	0.14%	Increased
1153	RP Riverwater Partners Milwaukee, Wisconsin	$346K	$0	1	0.1%	Maintained
1154	WCM Wallace Capital Management Dallas, Texas	$345K	-$184K	1	0.04%	Reduced
1155	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$342K	-$53.4K	2	0.11%	Reduced
1156	HWA Heartwood Wealth Advisors Richmond, Virginia	$341K	-$119K	1	0.03%	Reduced
1157	OF Optimize Financial Laguna Hills, California	$340K	-$1.24K	1	0.12%	Reduced
1158	SCS Sound Capital Solutions Naples, Florida	$340K	+$362K	1	0.08%	New
1159	OWA One Wealth Advisors San Francisco, California	$339K	+$321K	2	0.04%	Increased
1160	PCM Ping Capital Management New York	$339K	$0	1	0.08%	Maintained
1161	AFG ABLE Financial Group Scottsdale, Arizona	$337K	-$95.5K	1	0.06%	Reduced
1162	BWM Baron Wealth Management Troy, Michigan	$336K	-$193K	1	0.09%	Reduced
1163	ANBT American National Bank & Trust Wichita Falls, Texas	$335K	-$2.07K	2	0.03%	Reduced
1164	SBFM S-Bank Fund Management Helsinki, Finland	$335K	+$356K	1	0.05%	New
1165	Ameritas Advisory Services Lincoln, Nebraska	$334K	+$350K	3	0.01%	New
1166	Groupe la Francaise Paris, France	$334K	-$338K	3	0%	Reduced
1167	DWM Dopkins Wealth Management Williamsville, New York	$334K	-$545	1	0.12%	Reduced
1168	PAA Peregrine Asset Advisers Portland, Oregon	$334K	$0	1	0.07%	Maintained
1169	IAS Insigneo Advisory Services Miami, Florida	$330K	+$346K	1	0.01%	New
1170	WI WBI Investments Red Bank, New Jersey	$327K	-$138K	1	0.08%	Reduced
1171	BFIM Beese Fulmer Investment Management Canton, Ohio	$324K	+$17.1K	1	0.02%	Increased
1172	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$324K	+$1.04K	1	0.02%	Increased
1173	MAM Marquette Asset Management Minneapolis, Minnesota	$320K	+$348K	2	0.04%	New
1174	TAM Trust Asset Management Houston, Texas	$318K	$0	1	0.02%	Maintained
1175	FCG Fielder Capital Group Nashville, Tennessee	$317K	+$9.09K	1	0.07%	Increased