← 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	CAM Cypress Asset Management Houston, Texas	$290K	$0	1	0.1%	Maintained
1327	IF Intrua Financial Houston, Texas	$288K	+$34.5K	1	0.06%	Increased
1328	LB Leo Brokerage Hurst, Texas	$288K	+$284K	1	0.04%	New
1329	Washington Trust Westerly, Rhode Island	$287K	-$9.9K	5	0.01%	Reduced
1330	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$287K	+$6.45K	3	0.11%	Increased
1331	CHC City Holding Co Charleston, West Virginia	$285K	-$3.21K	4	0.05%	Reduced
1332	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$284K	$0	1	0.06%	Maintained
1333	GHA GW Henssler & Associates Kennesaw, Georgia	$283K	+$3.37K	1	0.02%	Increased
1334	SWM Sendero Wealth Management San Antonio, Texas	$282K	-$132K	1	0.09%	Reduced
1335	WTB Washington Trust Bank Spokane, Washington	$281K	$0	1	0.03%	Maintained
1336	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$280K	+$277K	1	0.09%	New
1337	AIA Angeles Investment Advisors Santa Monica, California	$280K	$0	1	0.02%	Maintained
1338	Krane Funds Advisors New York	$279K	-$209K	1	0.01%	Reduced
1339	EFG Everhart Financial Group Dublin, Ohio	$279K	+$27.3K	1	0.13%	Increased
1340	CSB City State Bank Norwalk, Iowa	$278K	-$8.06K	3	0.16%	Reduced
1341	TIM Tevis Investment Management Plano, Texas	$278K	+$274K	1	0.28%	New
1342	JWM Jeppson Wealth Management Manhattan Beach, California	$278K	+$10.2K	1	0.12%	Increased
1343	EW Evoke Wealth Los Angeles, California	$277K	+$3.93K	1	0.01%	Increased
1344	JWBC John W. Brooker & Co Oakland, California	$276K	$0	1	0.18%	Maintained
1345	FEM Fulcrum Equity Management Plano, Texas	$276K	+$272K	1	0.26%	New
1346	FAIM Financial Advocates Investment Management Olympia, Washington	$275K	-$115K	1	0.02%	Reduced
1347	CCG Chatham Capital Group Savannah, Georgia	$274K	$0	1	0.06%	Maintained
1348	LGT Fund Management Vaduz, Liechtenstein	$273K	$0	1	0.12%	Maintained
1349	GWP Gateway Wealth Partners Appleton, Wisconsin	$272K	+$293K	1	0.04%	New
1350	CA CV Advisors Aventura, Florida	$271K	$0	1	0.24%	Maintained