← 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
1326	IFWM Institute for Wealth Management Denver, Colorado	$180K	-$381K	8	0.02%	Reduced
1327	MAM Mainsail Asset Management Birmingham, Alabama	$179K	+$175K	1	0.07%	New
1328	MC Miramontes Capital Newport, California	$179K	+$188K	1	0.06%	New
1329	HA Herold Advisors New York	$179K	-$1.4K	1	0.04%	Reduced
1330	Allianz Munich, Germany	$179K	-$134K	2	0%	Reduced
1331	ACM Ashford Capital Management Wilmington, Delaware	$178K	+$185K	1	0.02%	New
1332	MIA MeadowBrook Investment Advisors Livonia, Michigan	$177K	+$17.8K	1	0.14%	Increased
1333	NW Naviter Wealth Little Rock, Arkansas	$177K	+$158K	1	0.02%	New
1334	CIAM Caitong International Asset Management Hong Kong	$175K	-$54.5K	12	0.02%	Reduced
1335	BW Basepoint Wealth Cedar Rapids, Iowa	$174K	-$4.91K	4	0.1%	Reduced
1336	BIA Beacon Investment Advisors Gaithersburg, Maryland	$173K	+$813	1	0.05%	Increased
1337	MW MBL Wealth Charlotte, North Carolina	$171K	+$21.9K	1	0.01%	Increased
1338	SL Summitry LLC Foster City, California	$171K	-$469K	1	0.01%	Reduced
1339	VA VestGen Advisors Inverness, Illinois	$170K	+$176K	1	0.01%	New
1340	HIA Harbor Investment Advisory Lutherville, Maryland	$169K	+$38.3K	7	0.01%	Increased
1341	SAM Sagewood Asset Management New York	$169K	+$157K	1	0.04%	New
1342	GW Graetz Wealth Jenison, Michigan	$168K	+$175K	1	0.13%	New
1343	CI Corient IA Miami, Florida	$168K	-$351K	1	0.15%	Reduced
1344	SIM Seaview Investment Managers Miami, Florida	$165K	$0	1	0.05%	Maintained
1345	SWA SFMG Wealth Advisors Plano, Texas	$163K	-$56.9K	1	0.01%	Reduced
1346	SWM Stronghold Wealth Management Tampa, Florida	$163K	+$12.5K	1	0.22%	Increased
1347	CMHI CVC Management Holdings II St. Helier, Jersey	$162K	-$972K	1	0.03%	Reduced
1348	Heritage Wealth Advisors Richmond, Virginia	$160K	$0	1	0.01%	Maintained
1349	SIA Soltis Investment Advisors St. George, Utah	$160K	+$166K	1	0.01%	New
1350	FDP Financiere des Professionnels Montreal, Quebec, Canada	$160K	$0	1	0.01%	Maintained