← 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	Stratos Wealth Partners Beachwood, Ohio	$241K	-$10.4K	1	0%	Reduced
1402	Waverly Advisors Birmingham, Alabama	$241K	-$571	1	0.01%	Reduced
1403	Leo Wealth LLC Hurst, Texas	$241K	+$5.91K	1	0.02%	Increased
1404	BFA Bill Few Associates Pittsburgh, Pennsylvania	$240K	+$231K	1	0.1%	New
1405	CAM Cypress Asset Management Houston, Texas	$238K	-$4.58K	1	0.06%	Reduced
1406	Main Street Research Lakeville, Connecticut	$238K	$0	1	0.02%	Maintained
1407	Stock Yards Bank & Trust Louisville, Kentucky	$238K	$0	1	0.01%	Maintained
1408	SFS Stiles Financial Services Edina, Minnesota	$237K	-$15.2K	1	0.09%	Reduced
1409	Traynor Capital Management Malvern, Pennsylvania	$236K	$0	1	0.02%	Maintained
1410	Holderness Investments Company Greensboro, North Carolina	$235K	-$9.9K	1	0.06%	Reduced
1411	Brown Brothers Harriman & Co New York	$234K	+$18.2K	7	0%	Increased
1412	Bragg Financial Advisors Charlotte, North Carolina	$233K	-$130K	1	0.01%	Reduced
1413	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$232K	$0	7	0.14%	Maintained
1414	Focus Partners Advisor Solutions Saint Louis, Missouri	$231K	+$201K	1	0.01%	New
1415	VCM Vivaldi Capital Management Chicago, Illinois	$231K	+$1.34K	1	0.07%	Increased
1416	Machina Capital Paris, France	$229K	-$32.4K	1	0.12%	Reduced
1417	Stonebridge Capital Advisors St Paul, Minnesota	$229K	$0	1	0.02%	Maintained
1418	SWM Seed Wealth Management Evanston, Illinois	$227K	+$7.57K	1	0.22%	Increased
1419	PPA Painted Porch Advisors Santa Barbara, California	$226K	+$209K	1	0.14%	New
1420	APIM Agate Pass Investment Management Bainbridge Island, Washington	$225K	+$209K	1	0.12%	New
1421	WFI West Family Investments Carlsbad, California	$225K	-$16.6K	1	0.07%	Reduced
1422	Fort Washington Investment Advisors Cincinnati, Ohio	$225K	+$195K	1	0%	New
1423	Todd Asset Management Louisville, Kentucky	$225K	+$195K	1	0%	New
1424	Paloma Partners Greenwich, Connecticut	$224K	+$195K	1	0.01%	New
1425	Ferguson Wellman Capital Management Portland, Oregon	$224K	+$195K	1	0%	New