← 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	JWM Janiczek Wealth Management Denver, Colorado	$238K	+$28.2K	4	0.07%	Increased
1327	Jones Financial Companies Des Peres, Missouri	$237K	-$10.2K	4	0%	Reduced
1328	PCG Private Capital Group West Hartford, Connecticut	$236K	-$31K	6	0.05%	Reduced
1329	TC Titleist Capital San Antonio, Texas	$236K	+$235K	1	0.05%	New
1330	VCM Vivaldi Capital Management Chicago, Illinois	$236K	$0	1	0.05%	Maintained
1331	Busey Bank Urbana, Illinois	$235K	$0	1	0.01%	Maintained
1332	IIC Ironwood Investment Counsel Scottsdale, Arizona	$235K	+$259	1	0.05%	Increased
1333	MC Machina Capital Paris, France	$234K	+$234K	1	0.56%	New
1334	6M 6 Meridian Wichita, Kansas	$232K	+$215K	1	0.02%	New
1335	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$232K	+$337K	1	0.08%	New
1336	HA Herold Advisors New York	$230K	-$3K	1	0.09%	Reduced
1337	MIG McGuire Investment Group Wakefield, Rhode Island	$230K	$0	1	0.04%	Maintained
1338	Miracle Mile Advisors Los Angeles, California	$230K	+$221K	1	0.01%	New
1339	T TCWP Beachwood, Ohio	$230K	+$244K	1	0.05%	New
1340	CC Commons Capital Needham, Massachusetts	$229K	+$232K	1	0.23%	New
1341	Great Valley Advisor Group Wilmington, Delaware	$229K	$0	1	0.01%	Maintained
1342	FBFS First Business Financial Services Madison, Wisconsin	$228K	$0	1	0.02%	Maintained
1343	HM Payson & Co Portland, Maine	$228K	+$9.1K	4	0%	Increased
1344	Krilogy Financial St. Louis, Missouri	$228K	-$30K	1	0.02%	Reduced
1345	PB Pinnacle Bancorp Beatrice, Nebraska	$228K	-$8.19K	3	0.08%	Reduced
1346	PC Prairiewood Capital Fargo, North Dakota	$228K	$0	1	0.18%	Maintained
1347	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$226K	-$46.2K	1	0.17%	Reduced
1348	ETIA Epic Trust Investment Advisors Richland, Washington	$225K	+$205K	1	0.33%	New
1349	TWM Tradition Wealth Management Edina, Minnesota	$224K	-$27.4K	5	0.03%	Reduced
1350	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$224K	+$215K	1	0.09%	New