← 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	TPW Transatlantique Private Wealth New York	$316K	-$18.3K	1	0.13%	Reduced
1302	SIM Sentry Investment Management Stevens Point, Wisconsin	$315K	-$104K	5	0.21%	Reduced
1303	Transcend Capital Advisors Madison, New Jersey	$315K	-$14.2K	1	0.02%	Reduced
1304	S-Bank Fund Management Helsinki, Finland	$314K	+$328K	1	0.06%	New
1305	Verus Capital Partners Scottsdale, Arizona	$311K	+$87.2K	1	0.03%	Increased
1306	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$310K	$0	1	0.18%	Maintained
1307	TIAA Trust, National Association Charlotte, North Carolina	$309K	-$712K	1	0%	Reduced
1308	Edmond de Rothschild Holding Chambesy, Switzerland	$308K	-$146K	3	0.01%	Reduced
1309	DI Diligent Investors Redlands, California	$303K	+$1.24K	1	0.07%	Increased
1310	IPWA International Private Wealth Advisors San Diego, California	$302K	+$17.7K	1	0.29%	Increased
1311	Clear Creek Financial Management Silverdale, Washington	$300K	-$20.4K	1	0.03%	Reduced
1312	Quarry LP New York	$298K	-$103K	6	0.06%	Reduced
1313	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$295K	-$33.1K	3	0.15%	Reduced
1314	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$293K	-$21.5K	1	0.08%	Reduced
1315	MWM Manske Wealth Management Houston, Texas	$292K	+$2.37K	1	0.11%	Increased
1316	KFS Keynote Financial Services Vernon, Connecticut	$292K	$0	1	0.21%	Maintained
1317	Fullerton Fund Management Singapore	$292K	+$304K	1	0.02%	New
1318	Trustmark National Bank Trust Department Jackson, Mississippi	$292K	-$94.7K	1	0.02%	Reduced
1319	Faithward Advisors Lancaster, Pennsylvania	$291K	+$4.9K	1	0.05%	Increased
1320	EC EntryPoint Capital New York	$290K	-$639K	2	0.13%	Reduced
1321	PPA Painted Porch Advisors Santa Barbara, California	$289K	$0	2	0.12%	Maintained
1322	Arax Advisory Partners Denver, Colorado	$288K	-$44K	9	0.02%	Reduced
1323	BWM Baron Wealth Management Troy, Michigan	$288K	+$300K	1	0.13%	New
1324	Synovus Financial Columbus, Georgia	$286K	-$559K	1	0%	Reduced
1325	Johnson Financial Group LLC (Colorado) Denver, Colorado	$285K	$0	1	0.03%	Maintained