← 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	One Capital Management Westlake Village, California	$226K	$0	1	0.01%	Maintained
1352	OP ORG Partners Roanoke, Indiana	$225K	+$93.9K	4	0.07%	Increased
1353	Wedbush Securities Los Angeles, California	$225K	-$21.2K	1	0.01%	Reduced
1354	HB Wealth Management Atlanta, Georgia	$223K	+$72.2K	1	0%	Increased
1355	WC Woodstock Corp Boston, Massachusetts	$223K	$0	1	0.03%	Maintained
1356	Chicago Partners Investment Group Chicago, Illinois	$222K	-$231K	1	0.01%	Reduced
1357	Liontrust Investment Partners London, United Kingdom	$222K	-$1.94M	1	0%	Reduced
1358	MIM Morningstar Investment Management Chicago, Illinois	$222K	-$208K	1	0.03%	Reduced
1359	TIAM TT International Asset Management London, United Kingdom	$222K	-$181K	1	0.03%	Reduced
1360	WPWM Windward Private Wealth Management Overland Park, Kansas	$222K	$0	1	0.1%	Maintained
1361	Montag & Associates Atlanta, Georgia	$222K	-$660K	2	0.01%	Reduced
1362	KPF K2 Principal Fund Toronto, Ontario, Canada	$221K	+$197K	1	0.05%	New
1363	Krane Funds Advisors New York	$221K	+$249K	1	0.01%	New
1364	MC Matisse Capital Portland, Oregon	$221K	$0	1	0.16%	Maintained
1365	NEOS Investment Management Westport, Connecticut	$221K	+$270K	1	0.03%	New
1366	GWP Gateway Wealth Partners Appleton, Wisconsin	$220K	+$12.6K	1	0.04%	Increased
1367	MIS Morningstar Investment Services Chicago, Illinois	$220K	+$14.9K	1	0%	Increased
1368	TWM Tradition Wealth Management Edina, Minnesota	$219K	+$7.8K	6	0.03%	Increased
1369	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$219K	+$542	1	0.08%	Increased
1370	TCM Traynor Capital Management Malvern, Pennsylvania	$218K	$0	1	0.03%	Maintained
1371	NorthRock Partners Minneapolis, Minnesota	$218K	-$139K	1	0.02%	Reduced
1372	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$218K	-$214K	1	0.17%	Reduced
1373	LWM Laidlaw Wealth Management New York City, New York	$218K	+$239K	1	0.07%	New
1374	EARNEST Partners Atlanta, Georgia	$218K	-$50M	7	0%	Reduced
1375	MHR Matthew Hamilton Rosenberg	$218K	+$1.8K	6	0.07%	Increased