← 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
1176	PGA Portland Global Advisors Portland, Maine	$315K	-$43K	1	0.03%	Reduced
1177	GM GeoWealth Management Chicago, Illinois	$315K	+$52K	1	0.01%	Increased
1178	FM Foster & Motley Cincinnati, Ohio	$313K	-$54.7K	1	0.01%	Reduced
1179	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$313K	+$34.6K	1	0.02%	Increased
1180	DAM Diamant Asset Management Ridgefield, Connecticut	$312K	-$41.5K	1	0.21%	Reduced
1181	VIP Viewpoint Investment Partners Calgary, Alberta, Canada	$311K	+$254K	1	0.11%	New
1182	GWP Gen-Wealth Partners Zeeland, Michigan	$310K	-$56.2K	4	0.09%	Reduced
1183	Phoenix Financial Givatayim, Israel	$310K	+$39.2K	1	0%	Increased
1184	CST Charles Schwab Trust Henderson, Nevada	$310K	$0	1	0.02%	Maintained
1185	71 West Capital Partners Boston, Massachusetts	$309K	+$252K	1	0.01%	New
1186	LPAM Lodestar Private Asset Management Alamo, California	$306K	$0	1	0.03%	Maintained
1187	DOA D'Orazio & Associates Falls Church, Virginia	$305K	+$103K	1	0.04%	Increased
1188	LBP AM Paris, France	$304K	-$4.99M	1	0%	Reduced
1189	DIG Dauntless Investment Group Etna, New Hampshire	$303K	+$273K	1	0.24%	Increased
1190	Atlantic Union Bankshares Glen Allen, Virginia	$303K	+$6.47K	5	0.01%	Increased
1191	SummitTX Capital Fort Worth, Texas	$300K	+$28.7K	1	0.01%	Increased
1192	Stratos Wealth Partners Beachwood, Ohio	$298K	-$227K	2	0%	Reduced
1193	VDC Van Diest Capital Poly City, Iowa	$297K	+$316K	1	0.27%	New
1194	Capula Management Grand Cayman, Cayman Islands	$297K	+$45.6K	1	0%	Increased
1195	EHAM Eagle Harbor Asset Management Seattle, Washington	$296K	+$116K	1	0.23%	Increased
1196	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$295K	+$45.9K	2	0.12%	Increased
1197	TH Transmarket Holdings Chicago, Illinois	$293K	+$291K	1	0.22%	New
1198	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$293K	-$11.9K	2	0.01%	Reduced
1199	HA Harbor Advisors West Palm Beach, Florida	$292K	$0	1	0.04%	Maintained
1200	WPWM Windward Private Wealth Management Overland Park, Kansas	$292K	$0	1	0.09%	Maintained