← 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	GFS GYL Financial Synergies West Hartford, Connecticut	$394K	+$2.33K	1	0.11%	Increased
1152	PCC Park Circle Company Baltimore, Maryland	$393K	$0	1	0.4%	Maintained
1153	CI Cigna Investments Bloomfield, Connecticut	$390K	-$220K	1	0.09%	Reduced
1154	SFI Siemens Fonds Invest Munich, Germany	$389K	-$24.6K	1	0.04%	Reduced
1155	C Covestor London, United Kingdom	$388K	+$218K	15	0.34%	Increased
1156	SGA Seaport Global Advisors Boston, Massachusetts	$388K	+$21.2K	1	1.58%	Increased
1157	Bailard Foster City, California	$385K	+$372K	2	0.02%	New
1158	RGF Retirement Guys Formula Maumee, Ohio	$385K	-$310K	1	0.41%	Reduced
1159	S Surevest Los Angeles, California	$385K	$0	3	0.1%	Maintained
1160	EHAM Eagle Harbor Asset Management Seattle, Washington	$383K	-$32.1K	1	0.66%	Reduced
1161	DAM Diamant Asset Management Ridgefield, Connecticut	$382K	$0	1	0.37%	Maintained
1162	Global Retirement Partners San Rafael, California	$382K	+$10.5K	14	0.03%	Increased
1163	Atlantic Union Bankshares Glen Allen, Virginia	$381K	$0	1	0.04%	Maintained
1164	SIA Schechter Investment Advisors Birmingham, Michigan	$379K	+$382K	1	0.04%	New
1165	WSC Wellington Shields & Co New York	$378K	+$177K	2	0.16%	Increased
1166	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$377K	-$833K	1	0.01%	Reduced
1167	SWM Sendero Wealth Management San Antonio, Texas	$377K	-$335K	1	0.16%	Reduced
1168	55I LLC Boston, Massachusetts	$375K	+$391K	1	0.01%	New
1169	WI Wahed Invest New York	$365K	+$14.8K	1	0.22%	Increased
1170	PP Patten & Patten Chattanooga, Tennessee	$364K	$0	1	0.03%	Maintained
1171	Allworth Financial Folsom, California	$361K	+$118K	14	0%	Increased
1172	FFC First Financial Corp Terre Haute, Indiana	$358K	-$15.9K	3	0.24%	Reduced
1173	TAM Trust Asset Management Houston, Texas	$358K	+$26.4K	1	0.05%	Increased
1174	QC Quantedge Capital Singapore	$357K	-$1.2M	1	0.11%	Reduced
1175	OFA Oak Family Advisors Chicago, Illinois	$355K	+$121K	1	0.19%	Increased