← 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	FAN Financial Advisors Network Tustin, California	$251K	+$236K	1	0.07%	New
1352	RFA Resurgent Financial Advisors Atlanta, Georgia	$250K	+$235K	1	0.13%	New
1353	WMC Westwood Management Corporation Chicago, Illinois	$250K	$0	1	0.03%	Maintained
1354	MSR Main Street Research Lakeville, Connecticut	$250K	$0	1	0.06%	Maintained
1355	SP Successful Portfolios Clearwater, Florida	$249K	$0	1	0.16%	Maintained
1356	CFA Compass Financial Advisors Fort Wayne, Indiana	$248K	$0	1	0.33%	Maintained
1357	FG Fiduciary Group Savannah, Georgia	$247K	$0	1	0.03%	Maintained
1358	DAM Derbend Asset Management Peachtree City, Georgia	$245K	$0	1	0.2%	Maintained
1359	Belvedere Trading Chicago, Illinois	$244K	-$1.82M	2	0%	Reduced
1360	JWBC John W. Brooker & Co Oakland, California	$244K	$0	1	0.16%	Maintained
1361	DP DDD Partners Bellevue, Washington	$242K	$0	1	0.04%	Maintained
1362	Savant Capital Rockford, Illinois	$242K	+$252K	1	0.01%	New
1363	AFM Anson Funds Management Dallas, Texas	$241K	+$383K	1	0.04%	New
1364	HB Wealth Management Atlanta, Georgia	$241K	+$21.1K	1	0%	Increased
1365	Smithfield Trust Pittsburgh, Pennsylvania	$241K	+$54.6K	6	0.02%	Increased
1366	RA RiverTree Advisors Winter Park, Florida	$241K	-$4.68K	1	0.2%	Reduced
1367	Pendal Group Sydney, Australia	$241K	-$6.45M	1	0%	Reduced
1368	CC Corton Capital Carrying Place, Ontario, Canada	$240K	+$121K	1	0.2%	Increased
1369	AIA Angeles Investment Advisors Santa Monica, California	$239K	+$228K	1	0.02%	New
1370	AMG National Trust Bank Greenwood Village, Colorado	$237K	-$19K	1	0.01%	Reduced
1371	CNC Canandaigua National Corp Canandaigua, New York	$236K	+$659	1	0.04%	Increased
1372	MA MKT Advisors Escondido, California	$235K	+$210K	1	0.18%	New
1373	TC Trust Company Manhattan, Kansas	$235K	+$189K	2	0.04%	Increased
1374	GCM Gladius Capital Management Chicago, Illinois	$235K	+$90.8K	1	0.02%	Increased
1375	AIA Arrow Investment Advisors Laurel, Maryland	$234K	+$244K	1	0.16%	New