← 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	GCM Gladius Capital Management Chicago, Illinois	$211K	-$287K	1	0.01%	Reduced
1327	Buckingham Strategic Wealth Clayton, Missouri	$210K	+$18.8K	1	0%	Increased
1328	DACG Donor Advised Charitable Giving San Francisco, California	$210K	$0	1	0.04%	Maintained
1329	SP Successful Portfolios Clearwater, Florida	$210K	$0	1	0.15%	Maintained
1330	CFA Compass Financial Advisors Fort Wayne, Indiana	$209K	$0	1	0.31%	Maintained
1331	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$209K	$0	1	0.16%	Maintained
1332	LCS Levin Capital Strategies New York	$209K	+$215K	1	0.03%	New
1333	TIA Trust Investment Advisors Indianapolis, Indiana	$209K	+$211K	1	0.22%	New
1334	WHC Wulff, Hansen & Co San Rafael, California	$208K	$0	1	0.26%	Maintained
1335	HB Wealth Management Atlanta, Georgia	$205K	+$207K	1	0%	New
1336	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$203K	+$213K	1	0.14%	New
1337	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$203K	$0	1	0.03%	Maintained
1338	SWA Sutton Wealth Advisors Tampa, Florida	$202K	+$20.1K	12	0.08%	Increased
1339	Ballentine Partners Waltham, Massachusetts	$202K	+$204K	1	0.01%	New
1340	DAM Derbend Asset Management Peachtree City, Georgia	$201K	+$6.06K	1	0.16%	New
1341	IA Inspire Advisors Meridian, Idaho	$200K	+$208K	1	0.05%	New
1342	Belpointe Asset Management Reno, Nevada	$192K	+$200K	1	0.01%	New
1343	LIM Longfellow Investment Management Boston, Massachusetts	$192K	$0	2	0.04%	Maintained
1344	SBL Sargent Bickham Lagudis Boulder, Colorado	$192K	-$35.4K	6	0.02%	Reduced
1345	CMF Counterpoint Mutual Funds San Diego, California	$184K	+$215K	2	0.45%	New
1346	Close Asset Management London, United Kingdom	$180K	-$224K	1	0.01%	Reduced
1347	TCOV Trust Company of Vermont Brattleboro, Vermont	$180K	-$6.81K	4	0.01%	Reduced
1348	AA Alta Advisers London, United Kingdom	$178K	+$186K	2	0.11%	New
1349	BMC Benin Management Corp Wilton, Connecticut	$178K	$0	1	0.07%	Maintained
1350	TWM Tradition Wealth Management Edina, Minnesota	$178K	-$9.79K	5	0.03%	Reduced