← 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
1376	SAM Seelaus Asset Management Chatham, New Jersey	$208K	+$189K	1	0.11%	New
1377	WFI West Family Investments Carlsbad, California	$208K	+$6.78K	1	0.06%	Increased
1378	Curi RMB Capital Chicago, Illinois	$207K	+$206K	1	0.01%	New
1379	First Citizens Bank & Trust Raleigh, North Carolina	$207K	-$27.7K	1	0.01%	Reduced
1380	FEM Fulcrum Equity Management Plano, Texas	$207K	-$5.11K	1	0.08%	Reduced
1381	IFG Advisory Atlanta, Georgia	$207K	$0	1	0.02%	Maintained
1382	MA MKT Advisors Escondido, California	$206K	+$193K	1	0.16%	New
1383	VWA V Wealth Advisors Overland Park, Kansas	$206K	$0	1	0.03%	Maintained
1384	E Fund Management Guangzhou, China	$205K	+$204K	1	0.01%	New
1385	NorthRock Partners Minneapolis, Minnesota	$204K	+$3.89K	1	0.02%	Increased
1386	C Covestor London, United Kingdom	$203K	+$199K	13	0.28%	New
1387	OR Olympiad Research Stamford, Connecticut	$203K	+$226K	1	0.07%	New
1388	LIM Longfellow Investment Management Boston, Massachusetts	$202K	$0	2	0.03%	Maintained
1389	CF Centaurus Financial Anaheim, California	$199K	-$1.06M	1	0.02%	Reduced
1390	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$198K	+$174K	1	0.12%	Increased
1391	Ancora Advisors Cleveland, Ohio	$192K	+$4.41K	5	0%	Increased
1392	NEAM New England Asset Management Farmington, Connecticut	$188K	+$85.2K	1	0%	Increased
1393	Smithfield Trust Pittsburgh, Pennsylvania	$183K	-$16K	5	0.01%	Reduced
1394	DA Denali Advisors San Diego, California	$182K	+$161K	1	0.07%	Increased
1395	AP Arlington Partners Birmingham, Alabama	$181K	+$138K	4	0.05%	Increased
1396	EAM Exos Asset Management New York	$178K	-$36.7K	1	0.09%	Reduced
1397	SCA Snowden Capital Advisors New York	$178K	-$1.12M	6	0.01%	Reduced
1398	SWA Sutton Wealth Advisors Tampa, Florida	$177K	+$5.06K	8	0.06%	Increased
1399	CT Caldwell Trust Venice, Florida	$173K	$0	4	0.02%	Maintained
1400	CastleKnight Management New York	$172K	+$192K	1	0.04%	New