← 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	DAM Derbend Asset Management Peachtree City, Georgia	$236K	$0	1	0.16%	Maintained
1402	Fractal Investments Glastonbury, Connecticut	$235K	$0	1	0.05%	Maintained
1403	Telemus Capital Southfield, Michigan	$233K	+$249K	1	0.02%	New
1404	MA MBA Advisors Hermitage, Pennsylvania	$232K	$0	1	0.14%	Maintained
1405	SWM Seed Wealth Management Evanston, Illinois	$232K	$0	1	0.25%	Maintained
1406	Exencial Wealth Advisors Oklahoma City, Oklahoma	$231K	-$2.68K	1	0.01%	Reduced
1407	Moneta Group Investment Advisors St Louis, Missouri	$230K	-$32.8K	1	0.01%	Reduced
1408	JWM Jeppson Wealth Management Manhattan Beach, California	$229K	-$21.3K	1	0.1%	Reduced
1409	GWSG GPS Wealth Strategies Group Centennial, Colorado	$229K	+$47.5K	4	0.04%	Increased
1410	Quarry LP New York	$229K	+$67.8K	6	0.07%	Increased
1411	MAG MRA Advisory Group Parsippany, New Jersey	$228K	+$26.2K	1	0.16%	Increased
1412	Centaurus Financial Anaheim, California	$227K	-$6.57K	1	0.02%	Reduced
1413	Sandy Spring Bank Olney, Maryland	$227K	+$27.3K	7	0.01%	Increased
1414	Gladius Capital Management Chicago, Illinois	$225K	+$24.2K	1	0.01%	Increased
1415	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$225K	-$10K	1	0.13%	Reduced
1416	MIS Morningstar Investment Services Chicago, Illinois	$224K	+$219K	1	0%	New
1417	EM Excalibur Management Waltham, Massachusetts	$223K	+$21.3K	1	0.11%	Increased
1418	Bank Julius Baer & Co Zurich, Switzerland	$223K	-$154K	1	0%	Reduced
1419	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$222K	-$73.3K	1	0.08%	Reduced
1420	Readystate Asset Management Chicago, Illinois	$222K	+$228K	1	0.02%	New
1421	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$222K	$0	3	0.04%	Maintained
1422	Connors Investor Services Wyomissing, Pennsylvania	$219K	$0	1	0.02%	Maintained
1423	FC FCA Corp Houston, Texas	$218K	+$223K	1	0.08%	New
1424	Heartwood Wealth Advisors Richmond, Virginia	$218K	$0	1	0.03%	Maintained
1425	SGA Seaport Global Advisors Boston, Massachusetts	$218K	-$115K	1	0.64%	Reduced