← 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
1301	Covington Capital Management Los Angeles, California	$224K	+$5.31K	6	0.01%	Increased
1302	JWCA J.W. Cole Advisors Tampa, Florida	$224K	+$236K	1	0.02%	New
1303	MHR Matthew Hamilton Rosenberg	$224K	+$69	5	0.09%	Increased
1304	RG Renaissance Group Covington, Kentucky	$223K	$0	1	0.01%	Maintained
1305	SB Simmons Bank Pine Bluff, Arkansas	$223K	$0	1	0.02%	Maintained
1306	EP Eudaimonia Partners Winchester, Tennessee	$222K	-$925K	1	0.06%	Reduced
1307	AAM Arabesque Asset Management London, United Kingdom	$221K	+$231K	1	0.11%	New
1308	CCP Clifford Capital Partners Alpine, Utah	$220K	+$109K	1	0.09%	Increased
1309	CB Community Bank Dewitt, New York	$219K	+$229K	3	0.03%	Increased
1310	CIS Connors Investor Services Wyomissing, Pennsylvania	$218K	$0	1	0.03%	Maintained
1311	HWA Heartwood Wealth Advisors Richmond, Virginia	$218K	$0	1	0.04%	Maintained
1312	Waldron Private Wealth Bridgeville, Pennsylvania	$218K	+$220K	1	0.01%	New
1313	AMG National Trust Bank Greenwood Village, Colorado	$217K	-$1.63M	1	0.01%	Reduced
1314	BA Ballast Advisors Woodbury, Minnesota	$217K	$0	1	0.1%	Maintained
1315	KSCM King Street Capital Management New York	$217K	+$287K	1	0.04%	New
1316	DWMG DB Wealth Management Group San Diego, California	$215K	$0	1	0.15%	Maintained
1317	MG Meritage Group San Francisco, California	$215K	+$227K	1	0.01%	New
1318	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$215K	+$206	1	0.14%	Increased
1319	HCM Hollencrest Capital Management Newport Beach, California	$214K	$0	1	0.03%	Maintained
1320	IAN Integrated Advisors Network Dallas, Texas	$214K	+$24.4K	1	0.01%	Increased
1321	Brown Brothers Harriman & Co New York	$213K	-$3.97K	7	0%	Reduced
1322	RA RiverTree Advisors Winter Park, Florida	$213K	+$215K	1	0.17%	New
1323	JI Jeereddi Investments Los Angeles, California	$212K	-$20K	1	0.48%	Reduced
1324	JE JMAC Enterprises Newtown, Pennsylvania	$212K	-$76.2K	1	0.06%	Reduced
1325	PIA Pinion Investment Advisors Wichita, Kansas	$212K	+$223K	1	0.19%	New