← 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	HighPoint Advisor Group Downers Grove, Illinois	$297K	+$32.1K	1	0.03%	Increased
1152	CreativeOne Wealth Overland Park, Kansas	$296K	+$279K	1	0.02%	New
1153	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$296K	+$306K	1	0.15%	New
1154	Evercore Wealth Management New York	$296K	-$473K	1	0.01%	Reduced
1155	APG Abacus Planning Group Columbia, South Carolina	$295K	$0	1	0.09%	Maintained
1156	KCM Kathmere Capital Management Wayne, Pennsylvania	$295K	+$955	1	0.06%	Increased
1157	Vestmark Advisory Solutions Wakefield, Massachusetts	$292K	+$55.3K	1	0.03%	Increased
1158	Covington Capital Management Los Angeles, California	$291K	$0	2	0.01%	Maintained
1159	WPWM Windward Private Wealth Management Overland Park, Kansas	$291K	$0	1	0.13%	Maintained
1160	SBL Sargent Bickham Lagudis Boulder, Colorado	$290K	+$60.2K	4	0.03%	Increased
1161	TCOV Trust Company of Vermont Brattleboro, Vermont	$289K	$0	4	0.02%	Maintained
1162	Cornerstone Investment Partners Atlanta, Georgia	$286K	+$238K	1	0.02%	New
1163	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$286K	+$238K	1	0.04%	New
1164	SCM Schnieders Capital Management Pasadena, California	$286K	$0	1	0.09%	Maintained
1165	Savant Capital Rockford, Illinois	$284K	-$12.2K	1	0.02%	Reduced
1166	Oberweis Asset Management Lisle, Illinois	$281K	$0	1	0.06%	Maintained
1167	CAN Claraphi Advisory Network Aliso Viejo, United States	$280K	-$159K	1	0.08%	Reduced
1168	SRC Sage Rhino Capital Menlo Park, California	$280K	$0	1	0.09%	Maintained
1169	HCM Hollencrest Capital Management Newport Beach, California	$279K	$0	1	0.03%	Maintained
1170	CPA Court Place Advisors Ellicott City, Maryland	$278K	$0	1	0.09%	Maintained
1171	HBT Heartland Bank & Trust Bloomington, Illinois	$278K	+$78.4K	1	0.25%	Increased
1172	AIC Aurora Investment Counsel Atlanta, Georgia	$277K	-$110K	1	0.2%	Reduced
1173	RCA Ranch Capital Advisors Sarasota, Florida	$276K	-$69K	2	0.18%	Reduced
1174	FBT First Bank & Trust Brookings, South Dakota	$274K	+$26.3K	2	0.14%	Increased
1175	Prudential plc London, England, United Kingdom	$273K	-$24.7K	1	0%	Reduced