← 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
1401	ERIC Eagle Rock Investment Company Atlanta, Georgia	$218K	+$195K	1	0.05%	New
1402	CCP Clifford Capital Partners Alpine, Utah	$218K	+$1.77K	1	0.07%	Increased
1403	Waldron Private Wealth Bridgeville, Pennsylvania	$218K	$0	1	0.01%	Maintained
1404	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$217K	$0	1	0.17%	Maintained
1405	BAM Bosun Asset Management Chicago, Illinois	$217K	+$203K	1	0.31%	New
1406	Harvest Fund Management Beijing, China	$216K	+$46.1K	4	0.06%	Increased
1407	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$216K	+$208K	1	0.12%	New
1408	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$216K	+$183K	1	0.02%	New
1409	Park National Corp Newark, Ohio	$215K	+$220	1	0.01%	Increased
1410	IWS Insight Wealth Strategies San Ramon, California	$215K	+$18.9K	1	0.04%	Increased
1411	Exencial Wealth Advisors Oklahoma City, Oklahoma	$215K	-$43.1K	1	0.01%	Reduced
1412	Callan Family Office Radnor, Pennsylvania	$215K	+$227K	1	0.07%	New
1413	SPP Single Point Partners Boston, Massachusetts	$214K	+$200K	1	0.05%	New
1414	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$213K	+$203K	1	0.16%	New
1415	SIG Sargent Investment Group Bethesda, Maryland	$213K	+$205K	1	0.07%	New
1416	BA Ballast Advisors Woodbury, Minnesota	$212K	+$5.49K	1	0.09%	Increased
1417	SWA Sutton Wealth Advisors Tampa, Florida	$211K	+$16.1K	12	0.08%	Increased
1418	AAM Arabesque Asset Management London, United Kingdom	$211K	$0	1	0.07%	Maintained
1419	KIA KCM Investment Advisors Greenbrae, California	$211K	+$201K	1	0.01%	New
1420	RWP Ridgecrest Wealth Partners Mill Valley, California	$211K	+$198K	1	0.16%	New
1421	Western Wealth Management Golden, Colorado	$210K	-$281K	1	0.02%	Reduced
1422	BFO Biltmore Family Office Charlotte, North Carolina	$208K	+$195K	1	0.04%	New
1423	CIS Connors Investor Services Wyomissing, Pennsylvania	$208K	$0	1	0.03%	Maintained
1424	CCI Credit Capital Investments Livingston, New Jersey	$208K	+$220K	1	0.3%	New
1425	HWA Heartwood Wealth Advisors Richmond, Virginia	$208K	$0	1	0.03%	Maintained