← 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	Edge Wealth Management New York	$240K	+$242K	1	0.05%	New
1202	6 Meridian Wichita, Kansas	$239K	+$207K	1	0.02%	New
1203	TCM Tuttle Capital Management Riverside, Connecticut	$239K	-$1.02M	1	0.18%	Reduced
1204	JSF Financial Los Angeles, California	$238K	+$223K	1	0.17%	New
1205	WoodTrust Financial Wisconsin Rapids, Wisconsin	$238K	-$19.9K	1	0.07%	Reduced
1206	GG Golden Green Seneca, South Carolina	$237K	+$206K	1	0.22%	New
1207	QC QCM Cayman Houston, Texas	$236K	+$212K	1	0.24%	New
1208	Boothbay Fund Management New York	$235K	-$1.28M	1	0.01%	Reduced
1209	MIM MTM Investment Management Spartanburg, South Carolina	$235K	+$204K	1	0.15%	New
1210	Sigma Planning Corp Ann Arbor, Michigan	$234K	+$222K	1	0.01%	New
1211	Tocqueville Asset Management New York	$234K	+$19.9K	1	0%	Increased
1212	Stonebridge Capital Advisors St Paul, Minnesota	$233K	+$1.23K	1	0.04%	Increased
1213	Ashton Thomas Private Wealth Scottsdale, Arizona	$232K	-$329K	1	0.04%	Reduced
1214	BAS Brown Advisory Securities Baltimore, Maryland	$231K	+$200K	1	0.04%	New
1215	Campbell & Co Investment Adviser Baltimore, Maryland	$231K	-$1.21M	1	0.14%	Reduced
1216	CGL Clarius Group LLC Seattle, Washington	$231K	+$217K	1	0.02%	New
1217	PM Parametrica Management Wanchai, Hong Kong	$231K	-$64.4K	1	0.14%	Reduced
1218	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$231K	+$231K	1	0.01%	New
1219	Sargent Bickham Lagudis Boulder, Colorado	$230K	+$30.6K	3	0.02%	Increased
1220	WA1 Wimmer Associates 1 Pasadena, California	$230K	+$200K	1	0.14%	New
1221	APP Alpha Paradigm Partners Chicago, Illinois	$229K	+$232K	2	0.08%	New
1222	SP Successful Portfolios Clearwater, Florida	$229K	$0	1	0.16%	Maintained
1223	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$228K	+$6.25K	2	0.06%	Increased
1224	DWMG DB Wealth Management Group San Diego, California	$227K	+$214K	2	0.17%	New
1225	Heritage Investors Management Corp Bethesda, Maryland	$227K	-$39.9K	1	0.01%	Reduced