← 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	QC QCM Cayman Houston, Texas	$214K	+$172K	1	1.39%	New
1377	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$212K	+$232K	1	0.07%	New
1378	GWM Gitterman Wealth Management Edison, New Jersey	$212K	+$228K	1	0.1%	New
1379	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$211K	-$244K	1	0.02%	Reduced
1380	HIC Holderness Investments Company Greensboro, North Carolina	$211K	+$5.07K	1	0.08%	Increased
1381	Stonegate Investment Group Birmingham, Alabama	$210K	-$338K	1	0.01%	Reduced
1382	Aspiriant LLC Los Angeles, California	$210K	+$11.8K	1	0.01%	Increased
1383	Smithfield Trust Pittsburgh, Pennsylvania	$210K	-$51K	6	0.01%	Reduced
1384	AIM Anchor Investment Management Columbia, South Carolina	$209K	-$36.7K	2	0.03%	Reduced
1385	Simon Quick Advisors Morristown, New Jersey	$209K	+$240K	1	0.02%	New
1386	DACG Donor Advised Charitable Giving San Francisco, California	$208K	$0	1	0.01%	Maintained
1387	BOH Bank of Hawaii Honolulu, Hawaii	$207K	-$304K	1	0.01%	Reduced
1388	Welch Group Birmingham, Alabama	$207K	+$232K	1	0.01%	New
1389	SCM Schnieders Capital Management Pasadena, California	$206K	-$15.4K	1	0.05%	Reduced
1390	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$206K	$0	1	0.14%	Maintained
1391	PP Paloma Partners Greenwich, Connecticut	$205K	+$260K	1	0.01%	New
1392	CAM Cozad Asset Management Champaign, Illinois	$205K	-$78.5K	1	0.03%	Reduced
1393	Blue Trust Inc Alpharetta, Georgia	$204K	+$37.7K	10	0%	Increased
1394	SIG Sargent Investment Group Bethesda, Maryland	$202K	+$222K	1	0.05%	New
1395	Dakota Wealth Management Palm Beach Gardens, Florida	$202K	-$632K	1	0.01%	Reduced
1396	MAS Meeder Advisory Services Dublin, Ohio	$201K	-$103K	1	0.03%	Reduced
1397	RG Renaissance Group Covington, Kentucky	$201K	$0	1	0.01%	Maintained
1398	Independent Advisor Alliance Charlotte, North Carolina	$200K	-$356K	1	0.01%	Reduced
1399	CSB City State Bank Norwalk, Iowa	$199K	-$9.25K	3	0.11%	Reduced
1400	CA CV Advisors Aventura, Florida	$199K	$0	1	0.15%	Maintained