← 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	WAM Werlinich Asset Management Stamford, Connecticut	$233K	-$15.3K	1	0.22%	Reduced
1377	SRSA S.R. Schill & Associates Mercer Island, Washington	$233K	+$218K	1	0.12%	New
1378	Harbour Investments Madison, Wisconsin	$233K	-$78.7K	10	0.01%	Reduced
1379	Denali Advisors San Diego, California	$232K	-$27.7K	4	0.1%	Reduced
1380	Ironwood Investment Counsel Scottsdale, Arizona	$231K	+$439	1	0.06%	Increased
1381	Rathbones Group Liverpool, United Kingdom	$229K	$0	1	0%	Maintained
1382	SPA Sherbrooke Park Advisers White Plains, New York	$229K	+$242K	1	0.17%	New
1383	ETIA Epic Trust Investment Advisors Richland, Washington	$228K	+$217K	1	0.34%	New
1384	Keel Point Huntsville, Alabama	$228K	+$213K	1	0.04%	New
1385	Moors & Cabot Boston, Massachusetts	$226K	$0	1	0.02%	Maintained
1386	Everhart Financial Group Dublin, Ohio	$225K	-$41.4K	1	0.11%	Reduced
1387	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$224K	$0	1	0.01%	Maintained
1388	Tradition Wealth Management Edina, Minnesota	$224K	+$3.23K	5	0.03%	Increased
1389	Smith, Moore & Co Clayton, Missouri	$224K	+$210K	1	0.03%	New
1390	Sompo Asset Management Tokyo, Japan	$223K	+$209K	1	0.05%	New
1391	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$222K	+$208K	1	0.07%	New
1392	Anchor Investment Management Columbia, South Carolina	$222K	-$14.2K	3	0.03%	Reduced
1393	MA MBA Advisors Hermitage, Pennsylvania	$221K	$0	1	0.14%	Maintained
1394	NC NinePointTwo Capital Los Angeles, California	$221K	+$249K	1	0.09%	New
1395	CWM Chicago Wealth Management Chicago, Illinois	$221K	+$210K	1	0.19%	New
1396	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$221K	$0	4	0.05%	Maintained
1397	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$220K	-$1.64M	1	0.13%	Reduced
1398	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$219K	+$208K	1	0.27%	New
1399	Compass Capital Management Minneapolis, Minnesota	$219K	+$208K	1	0.02%	New
1400	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$219K	-$38.8K	1	0.15%	Reduced