← 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
1251	HWM Howard Wealth Management Madison, Connecticut	$49K	+$50.7K	1	0.04%	New
1252	Balentine LLC Atlanta, Georgia	$48K	+$27.1K	2	0%	Increased
1253	CCA Column Capital Advisors Indianapolis, Indiana	$48K	+$45.8K	4	0.02%	New
1254	PCM Pinz Capital Management New York	$48K	+$48.7K	1	0.02%	New
1255	Magellan Asset Management Sydney, Australia	$47K	$0	1	0%	Maintained
1256	SWA Sutton Wealth Advisors Tampa, Florida	$46.6K	+$1.53K	6	0.02%	Increased
1257	KFS Kelly Financial Services Braintree, Massachusetts	$46.2K	-$1.91K	4	0.04%	Reduced
1258	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$44K	+$45.2K	1	0.05%	New
1259	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$42K	-$23.8K	3	0.01%	Reduced
1260	Mondrian Investment Partners London, United Kingdom	$42K	$0	1	0%	Maintained
1261	TF TimeScale Financial Danvers, Massachusetts	$41K	$0	2	0.01%	Maintained
1262	BWM BerganKDV Wealth Management Bloomington, Minnesota	$40K	+$4.34K	4	0.01%	Increased
1263	AIC Ameritas Investment Company Lincoln, Nebraska	$39K	-$12.5K	2	0.01%	Reduced
1264	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$39K	-$1.63K	3	0.01%	Reduced
1265	TPWA TRUE Private Wealth Advisors Salem, Oregon	$39K	+$36.1K	2	0.01%	New
1266	AWW Alan W. Weber	$38K	$0	1	0.02%	Maintained
1267	FIB First Interstate Bank Billings, Montana	$38K	-$171K	2	0.01%	Reduced
1268	QCMC Quantum Capital Management (California) San Francisco, California	$38K	$0	2	0.02%	Maintained
1269	Thompson Siegel & Walmsley Richmond, Virginia	$38K	-$39.3M	2	0%	Reduced
1270	AJ Ashburton (Jersey) St Helier, Jersey	$37K	$0	1	0.02%	Maintained
1271	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$37K	+$34.7K	4	0.56%	New
1272	CBT Capital Bank & Trust Irvine, California	$36K	-$4.45K	4	0%	Reduced
1273	PWMG Prestige Wealth Management Group Flemington, New Jersey	$36K	+$2.5K	2	0.02%	Increased
1274	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$35K	+$31K	2	0.02%	New
1275	CYG Clean Yield Group Norwich, Vermont	$35K	$0	2	0.01%	Maintained