← 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	SWA SFMG Wealth Advisors Plano, Texas	$206K	+$174K	1	0.03%	New
1152	BOS Bank of Stockton Stockton, California	$205K	+$174K	1	0.09%	New
1153	CFGS Concourse Financial Group Securities Birmingham, Alabama	$205K	+$43.7K	7	0.02%	Increased
1154	CAM Cypress Asset Management Houston, Texas	$205K	+$191K	1	0.07%	New
1155	PFS Investments Duluth, Georgia	$205K	+$191K	1	0.01%	New
1156	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$205K	+$13.2K	4	0.08%	Increased
1157	VHAM Van Hulzen Asset Management El Dorado Hills, California	$205K	-$21.6K	1	0.04%	Reduced
1158	WC Whitnell & Co Oak Brook, Illinois	$205K	$0	1	0.06%	Maintained
1159	SP Symmetry Partners Glastonbury, Connecticut	$204K	-$63.3K	1	0.04%	Reduced
1160	VCP Verus Capital Partners Scottsdale, Arizona	$201K	+$178K	4	0.07%	New
1161	MCF Advisors Covington, Kentucky	$200K	-$670	2	0.03%	Reduced
1162	MMG Monetary Management Group St Louis, Missouri	$196K	$0	2	0.07%	Maintained
1163	Busey Bank Urbana, Illinois	$189K	-$49.2K	1	0.01%	Reduced
1164	TFO Tarbox Family Office Newport Beach, California	$186K	+$5.77K	5	0.05%	Increased
1165	LC Lindbrook Capital Calabasas, California	$183K	-$15.1K	7	0.06%	Reduced
1166	NIM NuWave Investment Management Parsippany, New Jersey	$181K	+$87.1K	2	0.18%	Increased
1167	Pathstone Family Office Englewood, New Jersey	$180K	+$66K	3	0.02%	Increased
1168	OLA Oliver Luxxe Assets Gladstone, New Jersey	$178K	+$166K	1	0.09%	New
1169	AIM AIA Investment Management Singapore	$177K	+$56.3K	2	0.04%	Increased
1170	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$176K	+$149K	1	0.13%	New
1171	GLI Guardian Life Insurance New York	$170K	-$999	4	0.04%	Reduced
1172	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$167K	-$42.1K	4	0.11%	Reduced
1173	Avior Wealth Management Omaha, Nebraska	$160K	-$1K	4	0.03%	Reduced
1174	ICM Islay Capital Management Lubbock, Texas	$153K	+$143K	2	0.15%	New
1175	MC Maplelane Capital New York	$150K	+$133K	1	0%	Increased