← 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	FL Fort LP Chevy Chase, Maryland	$217K	-$528K	1	0.56%	Reduced
1427	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$213K	-$40.4K	1	0.25%	Reduced
1428	Exencial Wealth Advisors Oklahoma City, Oklahoma	$213K	-$37K	1	0.01%	Reduced
1429	RP Riverwater Partners Milwaukee, Wisconsin	$213K	+$191K	1	0.2%	New
1430	KIA KCM Investment Advisors Greenbrae, California	$212K	-$33.4K	1	0.01%	Reduced
1431	CX Institutional Auburn, Indiana	$212K	-$514K	1	0.01%	Reduced
1432	OIS Okabena Investment Services Minneapolis, Minnesota	$210K	-$1.15M	1	0.15%	Reduced
1433	BFO Biltmore Family Office Charlotte, North Carolina	$209K	+$7.23K	1	0.04%	Increased
1434	DU Delphia (USA) Toronto, Ontario, Canada	$209K	-$68.2K	1	0.26%	Reduced
1435	HIC Holderness Investments Company Greensboro, North Carolina	$209K	+$198K	1	0.08%	New
1436	Jupiter Asset Management London, United Kingdom	$207K	-$3.02M	1	0%	Reduced
1437	PVH Psagot Value Holdings Tel Aviv, Israel	$207K	+$201K	2	0.09%	New
1438	SPP Single Point Partners Boston, Massachusetts	$207K	-$185	1	0.05%	Reduced
1439	AO Advisor OS Chicago, Illinois	$207K	-$75.1K	1	0.05%	Reduced
1440	RWA Ropes Wealth Advisors Boston, Massachusetts	$205K	+$199K	1	0.04%	New
1441	RWP Ridgecrest Wealth Partners Mill Valley, California	$205K	$0	1	0.15%	Maintained
1442	AWM Avaii Wealth Management Appleton, Wisconsin	$204K	+$28.3K	1	0.18%	Increased
1443	Blue Trust Inc Alpharetta, Georgia	$204K	-$1.06K	12	0%	Reduced
1444	FineMark National Bank & Trust Fort Myers, Florida	$204K	+$198K	1	0.01%	New
1445	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$203K	+$93.8K	2	0.07%	Increased
1446	LCS Levin Capital Strategies New York	$203K	+$205K	1	0.03%	New
1447	WC Waterloo Capital Austin, Texas	$202K	+$191K	1	0.06%	New
1448	FPCP Fort Point Capital Partners San Francisco, California	$201K	+$199K	1	0.03%	New
1449	ERIC Eagle Rock Investment Company Atlanta, Georgia	$201K	-$1.33K	1	0.05%	Reduced
1450	VSQM V-Square Quantitative Management Chicago, Illinois	$200K	+$199K	1	0.18%	New