← 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	DCM DGS Capital Management Jersey City, New Jersey	$261K	+$35.3K	1	0.07%	Increased
1352	One Capital Management Westlake Village, California	$261K	$0	1	0.01%	Maintained
1353	SBI Securities Tokyo, Japan	$261K	-$37.3K	21	0.01%	Reduced
1354	Waverly Advisors Birmingham, Alabama	$260K	+$58.9K	1	0%	Increased
1355	JCM Jag Capital Management St Louis, Missouri	$259K	+$4.85K	1	0.03%	Increased
1356	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$257K	+$42.5K	1	0.13%	Increased
1357	GWP Gen-Wealth Partners Zeeland, Michigan	$255K	-$70.7K	2	0.11%	Reduced
1358	PMA Prudent Man Advisors Naperville, Illinois	$255K	+$4.25K	1	0.09%	Increased
1359	Larson Financial Group St Louis, Missouri	$254K	+$116K	18	0.01%	Increased
1360	FIA FNY Investment Advisers New York	$253K	+$85.8K	2	0.15%	Increased
1361	PP Patten & Patten Chattanooga, Tennessee	$252K	-$9.34K	1	0.02%	Reduced
1362	FCP Fidelis Capital Partners Tampa, Florida	$251K	-$11K	1	0.03%	Reduced
1363	DP Dearborn Partners Chicago, Illinois	$251K	$0	1	0.01%	Maintained
1364	CUAMC China Universal Asset Management Company Shanghai, China	$251K	$0	1	0.02%	Maintained
1365	PAM PVG Asset Management Golden, Colorado	$250K	+$242K	1	1.09%	New
1366	SL Summitry LLC Foster City, California	$249K	-$127K	1	0.01%	Reduced
1367	Independent Advisor Alliance Charlotte, North Carolina	$249K	-$217K	1	0.01%	Reduced
1368	RG Renaissance Group Covington, Kentucky	$249K	+$241K	1	0.01%	New
1369	CIM Cambria Investment Management Manhattan Beach, California	$246K	$0	1	0.02%	Maintained
1370	DRW Securities Chicago, Illinois	$245K	-$153K	1	0.01%	Reduced
1371	SW SkyOak Wealth Southfield, Michigan	$243K	+$253K	1	0.05%	New
1372	MWM Mattern Wealth Management Lawrence, Kansas	$243K	-$335	1	0.05%	Reduced
1373	LCGC Legacy Capital Group California Los Gatos, California	$242K	+$34.1K	1	0.08%	Increased
1374	PWC PYA Waltman Capital Knoxville, Tennessee	$242K	-$5.15M	1	0.08%	Reduced
1375	PWP Phillips Wealth Planners Starkville, Mississippi	$241K	+$467	1	0.26%	Increased