← 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	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$207K	+$180K	1	0.11%	New
1252	YWP YorkBridge Wealth Partners New York	$207K	+$195K	1	0.07%	New
1253	ES Equitec Specialists Chicago, Illinois	$206K	+$178K	1	0.01%	New
1254	SCM Southport Capital Management Chattanooga, Tennessee	$206K	+$193K	1	0.07%	New
1255	Waddell & Reed Financial Overland Park, Kansas	$206K	+$179K	1	0%	New
1256	BFIM Beese Fulmer Investment Management Canton, Ohio	$205K	+$178K	1	0.03%	New
1257	CCM Canal Capital Management Richmond, Virginia	$205K	+$195K	1	0.08%	New
1258	TAM Trust Asset Management Houston, Texas	$205K	+$192K	1	0.03%	New
1259	AAM Aureus Asset Management Boston, Massachusetts	$204K	+$192K	1	0.02%	New
1260	Homrich & Berg Atlanta, Georgia	$204K	-$7.14K	1	0.01%	Reduced
1261	MAP Moody Aldrich Partners Marblehead, Massachusetts	$204K	+$189K	1	0.03%	New
1262	OFA Oak Family Advisors Chicago, Illinois	$203K	+$203K	1	0.11%	New
1263	CBA Coastal Bridge Advisors Westport, Connecticut	$201K	$0	1	0.04%	Maintained
1264	FSC Full Sail Capital Oklahoma City, Oklahoma	$201K	$0	1	0.02%	Maintained
1265	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$201K	$0	1	0.09%	Maintained
1266	Stratos Wealth Partners Beachwood, Ohio	$201K	+$173K	1	0.01%	New
1267	CPA Court Place Advisors Ellicott City, Maryland	$200K	+$190K	1	0.07%	New
1268	Smithfield Trust Pittsburgh, Pennsylvania	$198K	-$2.74K	6	0.01%	Reduced
1269	SFO Standard Family Office Sioux Falls, South Dakota	$197K	+$183K	2	0.05%	New
1270	PCM Palouse Capital Management Spokane, Washington	$196K	+$10.6K	1	0.1%	Increased
1271	CL CSS LLC Chicago, Illinois	$190K	-$63.1K	1	0.01%	Reduced
1272	CIA CSat Investment Advisory Detroit, Michigan	$188K	-$321K	4	0.17%	Reduced
1273	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$187K	$0	1	0.15%	Maintained
1274	WWM Wolff Wiese Magana Carslbad, California	$181K	+$165K	2	0.15%	New
1275	MHR Matthew Hamilton Rosenberg	$180K	-$7.12K	2	0.11%	Reduced