← 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
1426	W WealthCollab Bellevue, Washington	$81.4K	+$42.8K	6	0.03%	Increased
1427	EWM Evermay Wealth Management Arlington, Virginia	$80.7K	+$3.04K	4	0.01%	Increased
1428	AF Advisornet Financial Minnetonka, Minnesota	$79.3K	-$151	5	0%	Reduced
1429	AIM Anchor Investment Management Columbia, South Carolina	$78.8K	-$23.4K	5	0.01%	Reduced
1430	FFO Fortitude Family Office Scottsdale, Arizona	$77.5K	+$14.9K	12	0.02%	Increased
1431	QL Quarry LP New York	$77.5K	-$143K	8	0.01%	Reduced
1432	RC Rexford Capital Bellaire, Texas	$77.1K	-$56.2K	1	0.05%	Reduced
1433	CFM Compass Financial Management Tampa, Florida	$75.2K	+$60.5K	3	0.01%	New
1434	Chilton Capital Management Houston, Texas	$74K	+$8.62K	4	0%	Increased
1435	IC Ikarian Capital Dallas, Texas	$73.8K	$0	1	0.01%	Maintained
1436	HFM Hartford Financial Management Hartford, Connecticut	$73.1K	-$10.7K	3	0.02%	Reduced
1437	IAIM International Assets Investment Management Orlando, Florida	$72.9K	+$41K	4	0%	Increased
1438	MP McDonald Partners Cleveland, Ohio	$72.6K	+$59.9K	3	0.02%	New
1439	CAL Capital Advisors Ltd Shaker Heights, Ohio	$72K	-$1.17K	8	0.01%	Reduced
1440	Cohen & Steers New York	$72K	$0	1	0%	Maintained
1441	CFD Creative Financial Designs Kokomo, Indiana	$70.9K	+$1.38K	8	0%	Increased
1442	KTC Kentucky Trust Company Danville, Kentucky	$70.2K	$0	1	0.03%	Maintained
1443	BWS Buck Wealth Strategies Denver, Colorado	$70K	+$67.6K	5	0.01%	New
1444	ADL Asset Dedication LLC San Francisco, California	$69.2K	+$62.5K	5	0%	Increased
1445	JWM JPL Wealth Management Highlands Ranch, Colorado	$67.8K	-$448	9	0.01%	Reduced
1446	CA Continuum Advisory Eagle, Idaho	$67.5K	+$69.3K	4	0.01%	New
1447	TC Trust Company Manhattan, Kansas	$67.1K	-$23.8K	5	0.01%	Reduced
1448	SNB Security National Bank Omaha, Nebraska	$66K	$0	3	0.01%	Maintained
1449	SG Sankala Group Lyons, Colorado	$64.9K	+$489	2	0.04%	Increased
1450	OP Oslo Pensjonsforsikring Oslo,	$64.9K	+$58K	1	0.01%	New