← 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
1201	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$289K	+$50.9K	2	0.01%	Increased
1202	OWA Outlook Wealth Advisors Shenandoah, Texas	$289K	-$503K	1	0.06%	Reduced
1203	KI KTF Investments Seal Beach, California	$287K	$0	1	0.03%	Maintained
1204	TA Tactive Advisors Jacksonville, Florida	$287K	+$305K	1	0.07%	New
1205	EP Essential Partners Rancho Santa Fe, California	$286K	+$105K	16	0.13%	Increased
1206	KA KLCM Advisors Milwaukee, Wisconsin	$285K	-$9.76M	1	0.02%	Reduced
1207	TCWM Total Clarity Wealth Management St. Charles, Illinois	$283K	+$294K	1	0.06%	New
1208	Oberweis Asset Management Lisle, Illinois	$283K	$0	1	0.01%	Maintained
1209	IC Innealta Capital Austin, Texas	$281K	+$229K	1	0.15%	New
1210	JCP JB Capital Partners Armonk, New York	$281K	$0	1	0.04%	Maintained
1211	EM Excalibur Management Waltham, Massachusetts	$279K	+$6.35K	1	0.09%	Increased
1212	LA Layline Advisors Rochester, New York	$277K	-$2.07K	1	0.25%	Reduced
1213	AWP Abacus Wealth Partners Santa Monica, California	$275K	+$225K	1	0.03%	New
1214	Plancorp LLC Saint Louis, Missouri	$275K	$0	1	0.01%	Maintained
1215	CI Cigna Investments Bloomfield, Connecticut	$275K	$0	1	0.04%	Maintained
1216	HR Howe & Rusling Rochester, New York	$275K	+$292K	1	0.02%	New
1217	HCM Horrell Capital Management Little Rock, Arkansas	$272K	-$30.5K	2	0.12%	Reduced
1218	AB Atlas Brown Louisville, Kentucky	$270K	+$103K	1	0.07%	Increased
1219	PTC Private Trust Company Cleveland, Ohio	$269K	+$1.03K	11	0.02%	Increased
1220	TD Private Client Wealth New York	$268K	+$19.1K	10	0%	Increased
1221	IQI Integrated Quantitative Investments Bellevue, Washington	$268K	+$219K	1	0.04%	New
1222	JWM Jeppson Wealth Management Manhattan Beach, California	$268K	+$66K	1	0.08%	Increased
1223	AG Advocate Group Minnetonka, Minnesota	$267K	-$107K	1	0.04%	Reduced
1224	SF Sun Financial Midvale, Utah	$265K	+$20.1K	1	0.13%	Increased
1225	BHPW Beverly Hills Private Wealth Beverly Hills, California	$263K	-$260K	1	0.05%	Reduced