← 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	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$240K	-$27.5K	2	0.14%	Reduced
1377	Geneos Wealth Management Englewood, Colorado	$238K	+$5.69K	11	0.01%	Increased
1378	MP Mangrove Partners Greenwich, Connecticut	$238K	$0	1	0.03%	Maintained
1379	SC Swan Capital Pensacola, Florida	$238K	$0	2	0.11%	Maintained
1380	DP DDD Partners Bellevue, Washington	$238K	-$467	1	0.03%	Reduced
1381	CA CV Advisors Aventura, Florida	$237K	$0	1	0.08%	Maintained
1382	SW SVB Wealth Boston, Massachusetts	$237K	-$10.8K	6	0.01%	Reduced
1383	MHR Matthew Hamilton Rosenberg	$236K	-$11.2K	6	0.06%	Reduced
1384	BMCM Burns Matteson Capital Management Corning, New York	$236K	+$233K	1	0.13%	New
1385	APIM Agate Pass Investment Management Bainbridge Island, Washington	$236K	$0	1	0.1%	Maintained
1386	AFW Avantra Family Wealth Mechanicsburg, Pennsylvania	$236K	+$250K	1	0.23%	New
1387	CAM Cozad Asset Management Champaign, Illinois	$235K	$0	1	0.02%	Maintained
1388	OL one8zero8 LLC Greensboro, North Carolina	$235K	$0	1	0.06%	Maintained
1389	Harvest Fund Management Beijing, China	$235K	-$1M	4	0.01%	Reduced
1390	CGL Clarius Group LLC Seattle, Washington	$234K	-$229K	1	0.01%	Reduced
1391	VWM Vermillion Wealth Management Rosemount, Minnesota	$234K	+$3.04K	2	0.07%	Increased
1392	BFIM Beese Fulmer Investment Management Canton, Ohio	$234K	-$21.2K	1	0.02%	Reduced
1393	Beacon Pointe Advisors Newport Beach, California	$232K	-$300K	1	0%	Reduced
1394	TCWM Total Clarity Wealth Management St. Charles, Illinois	$232K	$0	1	0.08%	Maintained
1395	HFAS Hummer Financial Advisory Services Chicago, Illinois	$231K	+$5.16K	1	0.19%	Increased
1396	SCM Schnieders Capital Management Pasadena, California	$231K	-$32.3K	1	0.05%	Reduced
1397	Rathbones Group Liverpool, United Kingdom	$231K	$0	1	0%	Maintained
1398	FHA Flagship Harbor Advisors Boston, Massachusetts	$230K	+$245K	1	0.01%	New
1399	DWM Dopkins Wealth Management Williamsville, New York	$229K	$0	1	0.12%	Maintained
1400	PAA Peregrine Asset Advisers Portland, Oregon	$229K	$0	1	0.09%	Maintained