← 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	FG Fiduciary Group Savannah, Georgia	$254K	+$14.3K	1	0.03%	Increased
1377	Buckingham Strategic Wealth Clayton, Missouri	$253K	$0	2	0%	Maintained
1378	CreativeOne Wealth Overland Park, Kansas	$251K	-$16.9K	1	0.01%	Reduced
1379	RG Renaissance Group Covington, Kentucky	$251K	$0	1	0.01%	Maintained
1380	LI LVZ Inc Holland, Michigan	$251K	-$99.8K	1	0.04%	Reduced
1381	WIM WealthPlan Investment Management Omaha, Nebraska	$249K	-$1.08M	2	0.04%	Reduced
1382	TDC Thompson Davis & Co Richmond, Virginia	$248K	-$19.8K	1	0.32%	Reduced
1383	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$248K	+$222	1	0.1%	Increased
1384	TPW Transatlantique Private Wealth New York	$245K	+$213K	1	0.14%	New
1385	DRW Securities Chicago, Illinois	$245K	+$241K	1	0%	New
1386	Moneta Group Investment Advisors St Louis, Missouri	$245K	+$213K	1	0.01%	New
1387	MC Moors & Cabot Boston, Massachusetts	$245K	-$6.81K	1	0.02%	Reduced
1388	GCM Gladius Capital Management Chicago, Illinois	$245K	-$10.4K	1	0.01%	Reduced
1389	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$244K	-$30K	1	0.05%	Reduced
1390	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$243K	$0	1	0.01%	Maintained
1391	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$243K	+$242K	1	0.23%	New
1392	HB Wealth Management Atlanta, Georgia	$242K	+$7.78K	1	0%	Increased
1393	Rathbones Group Liverpool, United Kingdom	$241K	$0	1	0%	Maintained
1394	CFA Compass Financial Advisors Fort Wayne, Indiana	$240K	$0	1	0.3%	Maintained
1395	EHAM Eagle Harbor Asset Management Seattle, Washington	$235K	-$31.8K	1	0.32%	Reduced
1396	HA Herold Advisors New York	$234K	$0	1	0.08%	Maintained
1397	KP Keel Point Huntsville, Alabama	$233K	+$11.5K	1	0.03%	Increased
1398	MA MBA Advisors Hermitage, Pennsylvania	$233K	$0	1	0.14%	Maintained
1399	RA RiverTree Advisors Winter Park, Florida	$233K	-$46.5K	1	0.17%	Reduced
1400	DAM Derbend Asset Management Peachtree City, Georgia	$232K	$0	1	0.17%	Maintained