← 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	WA1 Wimmer Associates 1 Pasadena, California	$211K	$0	1	0.11%	Maintained
1252	FEM Fulcrum Equity Management Plano, Texas	$208K	+$196K	1	0.08%	New
1253	MIG McGuire Investment Group Wakefield, Rhode Island	$207K	+$213K	1	0.04%	New
1254	FA Fiducient Advisors Chicago, Illinois	$206K	$0	1	0.07%	Maintained
1255	NICM Neo Ivy Capital Management New York	$206K	-$71.4K	2	0.23%	Reduced
1256	BFO Biltmore Family Office Charlotte, North Carolina	$205K	+$192K	1	0.06%	New
1257	MHR Matthew Hamilton Rosenberg	$205K	+$20.1K	2	0.12%	Increased
1258	DWMG DB Wealth Management Group San Diego, California	$203K	-$6.62K	2	0.14%	Reduced
1259	HIA Harbor Investment Advisory Lutherville, Maryland	$202K	-$17K	6	0.03%	Reduced
1260	Busey Bank Urbana, Illinois	$201K	$0	1	0.01%	Maintained
1261	TNB TCF National Bank Sioux Falls, South Dakota	$201K	+$189K	1	0.02%	New
1262	AAM Azzad Asset Management Falls Church, Virginia	$201K	$0	1	0.03%	Maintained
1263	KA Kovack Advisors Ft. Lauderdale, Florida	$200K	-$73.6K	1	0.03%	Reduced
1264	UFF USA Financial Formulas Ada, Michigan	$200K	-$2.17M	1	0.16%	Reduced
1265	Smithfield Trust Pittsburgh, Pennsylvania	$192K	-$3.12K	6	0.01%	Reduced
1266	SCM Symons Capital Management Pittsburgh, Pennsylvania	$188K	-$64.7K	1	0.1%	Reduced
1267	SFO Standard Family Office Sioux Falls, South Dakota	$185K	+$1.19K	3	0.04%	Increased
1268	WWM Wolff Wiese Magana Carslbad, California	$185K	+$201	2	0.14%	Increased
1269	CFA Carroll Financial Associates Charlotte, North Carolina	$180K	-$96K	6	0.01%	Reduced
1270	JWM Janiczek Wealth Management Denver, Colorado	$175K	+$9.66K	4	0.07%	Increased
1271	Pendal Group Sydney, Australia	$169K	-$3.42K	1	0%	Reduced
1272	Brown Brothers Harriman & Co New York	$168K	-$948K	5	0%	Reduced
1273	BAM Barrett Asset Management New York	$167K	+$170K	1	0.01%	New
1274	RA Rational Advisors Huntington, New York	$165K	-$614K	1	0.03%	Reduced
1275	FWM Focused Wealth Management Newburgh, New York	$164K	$0	2	0.03%	Maintained