← 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	AlphaCore Capital La Jolla, California	$230K	+$244K	1	0.06%	New
1377	FC Fulcrum Capital Seattle, Washington	$230K	-$213K	1	0.05%	Reduced
1378	Stock Yards Bank & Trust Louisville, Kentucky	$230K	$0	1	0.01%	Maintained
1379	Fort Washington Investment Advisors Cincinnati, Ohio	$226K	$0	1	0%	Maintained
1380	Todd Asset Management Louisville, Kentucky	$226K	$0	1	0%	Maintained
1381	Ferguson Wellman Capital Management Portland, Oregon	$225K	$0	1	0%	Maintained
1382	WFI West Family Investments Carlsbad, California	$225K	+$9.77K	1	0.07%	Increased
1383	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$224K	+$226K	6	0.07%	New
1384	HM Payson & Co Portland, Maine	$224K	+$35.8K	7	0%	Increased
1385	WAM Weatherly Asset Management Del Mar, California	$224K	-$248K	1	0.02%	Reduced
1386	PPA Painted Porch Advisors Santa Barbara, California	$223K	+$4.74K	2	0.13%	Increased
1387	CAM Cozad Asset Management Champaign, Illinois	$222K	$0	1	0.02%	Maintained
1388	EFI EHP Funds Inc Toronto, Canada	$222K	-$413K	1	0.11%	Reduced
1389	Great Valley Advisor Group Wilmington, Delaware	$221K	-$270K	1	0.01%	Reduced
1390	GL Graypoint LLC Albany, New York	$220K	+$233K	1	0.02%	New
1391	HAM Harmony Asset Management Scottsdale, Arizona	$219K	+$222K	1	0.09%	New
1392	CA CV Advisors Aventura, Florida	$218K	$0	1	0.11%	Maintained
1393	AWA Alaska Wealth Advisors Anchorage, Alaska	$218K	-$3.61K	1	0.03%	Reduced
1394	PA Pineridge Advisors St. Charles, Missouri	$217K	-$24.5K	3	0.07%	Reduced
1395	JCM Jag Capital Management St Louis, Missouri	$217K	+$218K	1	0.03%	New
1396	VCM Vivaldi Capital Management Chicago, Illinois	$215K	+$4.6K	1	0.06%	Increased
1397	DP Dearborn Partners Chicago, Illinois	$215K	$0	1	0.01%	Maintained
1398	ETIA Epic Trust Investment Advisors Richland, Washington	$215K	$0	1	0.24%	Maintained
1399	GWP Gen-Wealth Partners Zeeland, Michigan	$215K	-$155K	2	0.1%	Reduced
1400	BFG Berger Financial Group Plymouth, Minnesota	$215K	$0	1	0.02%	Maintained