← 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	DP DDD Partners Bellevue, Washington	$203K	$0	1	0.02%	Maintained
1427	AOWM Alpha Omega Wealth Management Richmond, Virginia	$202K	-$16.2K	1	0.04%	Reduced
1428	LGT Group Foundation Vaduz, Liechtenstein	$202K	+$213K	1	0%	New
1429	CCP Clifford Capital Partners Alpine, Utah	$202K	+$287K	1	0.04%	New
1430	APIM Agate Pass Investment Management Bainbridge Island, Washington	$202K	-$17.2K	1	0.11%	Reduced
1431	LF Lantz Financial Naperville, Illinois	$201K	+$213K	1	0.06%	New
1432	PB Pinnacle Bancorp Beatrice, Nebraska	$200K	-$31.4K	4	0.06%	Reduced
1433	One Capital Management Westlake Village, California	$200K	$0	1	0.01%	Maintained
1434	TC Trust Company Manhattan, Kansas	$194K	-$33.5K	4	0.03%	Reduced
1435	Smithfield Trust Pittsburgh, Pennsylvania	$189K	+$28K	7	0.01%	Increased
1436	CSB City State Bank Norwalk, Iowa	$186K	-$121	3	0.08%	Reduced
1437	Washington Trust Westerly, Rhode Island	$186K	$0	6	0.01%	Maintained
1438	ECM Estabrook Capital Management New York	$184K	-$40	1	0.03%	Reduced
1439	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$182K	+$224	3	0.04%	Increased
1440	KCM Kendall Capital Management Rockville, Maryland	$178K	-$321K	1	0.06%	Reduced
1441	CF Centaurus Financial Anaheim, California	$178K	-$154K	1	0.01%	Reduced
1442	Benjamin Edwards Inc Clayton, Missouri	$176K	+$117K	3	0.03%	Increased
1443	TC Tacita Capital Toronto, Ontario, Canada	$173K	$0	1	0.12%	Maintained
1444	BIA Bell Investment Advisors Oakland, California	$168K	+$5.49K	13	0.03%	Increased
1445	MCF Advisors Covington, Kentucky	$168K	+$63.3K	5	0.01%	Increased
1446	OP Oslo Pensjonsforsikring Oslo,	$166K	+$172K	2	0.02%	New
1447	VCM Versant Capital Management Phoenix, Arizona	$166K	+$93.2K	11	0.04%	Increased
1448	SRCM Sage Rock Capital Management New York	$162K	+$221K	1	0.61%	Increased
1449	Harbour Investments Madison, Wisconsin	$161K	+$6.01K	10	0.01%	Increased
1450	AA Alta Advisers London, United Kingdom	$155K	$0	2	0.07%	Maintained