← 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	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$220K	+$207K	1	0.05%	New
1402	ST Somerset Trust Somerset, Pennsylvania	$219K	-$726	1	0.08%	Reduced
1403	LI LRI Investments Palm Beach Gardens, Florida	$219K	-$223K	6	0.02%	Reduced
1404	SOAMC Spirit of America Management Corp Syosset, New York	$217K	-$61.3K	2	0.04%	Reduced
1405	ECM Estabrook Capital Management New York	$217K	$0	1	0.03%	Maintained
1406	IHWM Iron Horse Wealth Management Johston, Iowa	$217K	+$105K	4	0.07%	Increased
1407	NI NDVR Inc Boston, Massachusetts	$217K	+$196K	1	0.22%	New
1408	BWM Baron Wealth Management Troy, Michigan	$217K	+$204K	1	0.1%	New
1409	AFT Alpha Family Trust Los Angeles, California	$217K	+$204K	1	0.12%	New
1410	DRW Securities Chicago, Illinois	$216K	+$195K	1	0.01%	New
1411	MC Machina Capital Paris, France	$216K	-$1.01M	1	0.09%	Reduced
1412	TPI Trust Point Inc La Crosse, Wisconsin	$214K	+$202K	1	0.02%	New
1413	LGT Group Foundation Vaduz, Liechtenstein	$213K	$0	1	0%	Maintained
1414	HCM Hengehold Capital Management Cincinnati, Ohio	$213K	+$195K	1	0.02%	New
1415	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$213K	-$13.3K	3	0.04%	Reduced
1416	GDP Great Diamond Partners Portland, Maine	$211K	-$112K	1	0.05%	Reduced
1417	UBS O'Connor Chicago, Illinois	$211K	-$623K	1	0.01%	Reduced
1418	WN Williams & Novak Westlake Village, California	$211K	+$199K	1	0.2%	New
1419	HM Payson & Co Portland, Maine	$211K	-$26.6K	8	0%	Reduced
1420	ARC Advisor Resource Council Dallas, Texas	$211K	+$193K	1	0.1%	New
1421	PMFA Plante Moran Financial Advisors Southfield, Michigan	$211K	+$104K	5	0.02%	Increased
1422	SCA Stonebridge Capital Advisors St Paul, Minnesota	$210K	+$198K	1	0.02%	New
1423	ACS Archford Capital Strategies Swansea, Illinois	$210K	+$195K	1	0.03%	New
1424	OWP ORG Wealth Partners Dallas, Texas	$209K	+$191K	2	0.07%	New
1425	EI EDMP Inc Lutz, Florida	$209K	+$197K	1	0.17%	New