← 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
1351	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$172K	+$86.5K	1	0.06%	Increased
1352	Smithfield Trust Pittsburgh, Pennsylvania	$171K	+$6.25K	6	0.01%	Increased
1353	PCM Poehling Capital Management Madison, Wisconsin	$167K	+$3.99K	1	0.07%	Increased
1354	TFA Toth Financial Advisory Leesburg, Virginia	$167K	-$24.5K	3	0.03%	Reduced
1355	CT Caldwell Trust Venice, Florida	$167K	-$38.7K	5	0.02%	Reduced
1356	CF Centaurus Financial Anaheim, California	$159K	+$5.83K	1	0.02%	Increased
1357	BIA Bell Investment Advisors Oakland, California	$157K	+$405	14	0.05%	Increased
1358	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$155K	+$22.6K	2	0.13%	Increased
1359	Capital Analysts LLC Fort Washington, Pennsylvania	$154K	-$39.5K	4	0.01%	Reduced
1360	CFD Creative Financial Designs Kokomo, Indiana	$154K	+$2.5K	8	0.03%	Increased
1361	BFPW BOK Financial Private Wealth Denver, Colorado	$153K	-$6.37K	3	0.01%	Reduced
1362	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$153K	-$46.6K	1	0.13%	Reduced
1363	TCI Wealth Advisors Tucson, Arizona	$152K	+$16.9K	16	0.02%	Increased
1364	SGA Sector Gamma AS Oslo, Norway	$151K	$0	1	0.04%	Maintained
1365	AP Arlington Partners Birmingham, Alabama	$150K	$0	3	0.06%	Maintained
1366	CA Crewe Advisors Salt Lake City, Utah	$150K	+$20K	7	0.03%	Increased
1367	Harvest Fund Management Beijing, China	$147K	+$54.9K	5	0.04%	Increased
1368	One Capital Management Westlake Village, California	$147K	$0	1	0.01%	Maintained
1369	Geneos Wealth Management Englewood, Colorado	$146K	-$119K	6	0.01%	Reduced
1370	SC Schubert & Co Mckinney, Texas	$143K	+$9.64K	11	0.14%	Increased
1371	Gradient Investments Arden Hills, Minnesota	$141K	-$13.3K	5	0%	Reduced
1372	SSB Sandy Spring Bank Olney, Maryland	$141K	+$15.7K	6	0.01%	Increased
1373	Spire Wealth Management Mclean, Virginia	$141K	-$156K	7	0.01%	Reduced
1374	DU Delphia (USA) Toronto, Ontario, Canada	$138K	-$218K	2	0.16%	Reduced
1375	MAM Marquette Asset Management Minneapolis, Minnesota	$137K	$0	1	0.04%	Maintained