← 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	Principle Wealth Partners Madison, Connecticut	$283K	$0	1	0.02%	Maintained
1327	ABN AMRO Investment Solutions Paris Cedex 008,	$281K	-$93.1K	1	0.01%	Reduced
1328	Chatham Capital Group Savannah, Georgia	$280K	$0	1	0.05%	Maintained
1329	Jacobi Capital Management Pittston, Pennsylvania	$279K	+$28.9K	1	0.02%	Increased
1330	Lifeworks Advisors Grand Rapids, Michigan	$278K	-$7.54K	1	0.05%	Reduced
1331	RFG Range Financial Group Tigard, Oregon	$278K	+$97.1K	1	0.12%	Increased
1332	UHLMANN PRICE SECURITIES Skokie, Illinois	$277K	-$2.68K	1	0.2%	Reduced
1333	NWAG Net Worth Advisory Group Sandy, Utah	$275K	+$292K	1	0.09%	New
1334	Alpha Omega Wealth Management Richmond, Virginia	$275K	+$16.4K	1	0.05%	Increased
1335	NI NDVR Inc Boston, Massachusetts	$274K	+$11.6K	1	0.28%	Increased
1336	C Covestor London, United Kingdom	$272K	-$14.4K	14	0.18%	Reduced
1337	IHWM Iron Horse Wealth Management Johston, Iowa	$272K	+$4.52K	4	0.09%	Increased
1338	True North Advisors Dallas, Texas	$270K	+$18.7K	1	0.05%	Increased
1339	GWSG GPS Wealth Strategies Group Centennial, Colorado	$269K	-$193K	6	0.04%	Reduced
1340	Stock Yards Bank & Trust Louisville, Kentucky	$269K	$0	1	0.01%	Maintained
1341	BW Basepoint Wealth Cedar Rapids, Iowa	$268K	-$142K	1	0.21%	Reduced
1342	Chicago Partners Investment Group Chicago, Illinois	$267K	-$468K	1	0.01%	Reduced
1343	SCA Sage Capital Advisors Sioux Falls, South Dakota	$267K	+$258K	1	0.07%	New
1344	BTG Pactual Asset Management US New York	$266K	+$36.9K	1	0.03%	Increased
1345	Oslo Pensjonsforsikring Oslo,	$265K	+$87.5K	2	0.04%	Increased
1346	RS R Squared Central, Hong Kong	$265K	+$35.1K	1	0.28%	Increased
1347	Angeles Wealth Management Santa Monica, California	$265K	+$13.8K	1	0.02%	Increased
1348	Alaska Wealth Advisors Anchorage, Alaska	$264K	$0	1	0.04%	Maintained
1349	Woodstock Corp Boston, Massachusetts	$264K	$0	1	0.03%	Maintained
1350	Advisors Management Group La Crosse, Wisconsin	$263K	$0	1	0.06%	Maintained