← 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
1451	CMI Clare Market Investments Dallas, Texas	$190K	+$200K	1	0.07%	New
1452	TC Truvestments Capital Sarasota, Florida	$186K	-$16.6K	5	0.09%	Reduced
1453	Marex Group London,	$184K	+$146K	1	0.03%	Increased
1454	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$183K	+$158K	2	0.08%	Increased
1455	JSL JT Stratford LLC Gainesville, Georgia	$183K	+$192K	1	0.05%	New
1456	CCP Carmel Capital Partners San Diego, California	$182K	+$195K	1	0.09%	New
1457	AA Alta Advisers London, United Kingdom	$180K	$0	2	0.1%	Maintained
1458	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$173K	$0	2	0.06%	Maintained
1459	Altshuler Shaham Tel Aviv, Israel	$170K	-$2.38K	3	0%	Reduced
1460	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$170K	+$12.9K	4	0.01%	Increased
1461	Gradient Investments Arden Hills, Minnesota	$164K	-$4.99K	6	0%	Reduced
1462	CTA Colonial Trust Advisors Spartanburg, South Carolina	$162K	-$11.1K	6	0.02%	Reduced
1463	TCOV Trust Company of Vermont Brattleboro, Vermont	$161K	-$14.2K	3	0.01%	Reduced
1464	FCAG First Capital Advisors Group Little Silver, New Jersey	$161K	+$163K	5	0.08%	New
1465	GSC Ground Swell Capital Folly Beach, South Carolina	$155K	+$118K	1	0.37%	New
1466	Blue Trust Inc Alpharetta, Georgia	$155K	-$74.7K	10	0%	Reduced
1467	GWS Glassman Wealth Services Vienna, Virginia	$155K	+$31.7K	14	0.03%	Increased
1468	ME McIlrath & Eck Arlington, Washington	$155K	-$9.56K	4	0.03%	Reduced
1469	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$152K	$0	1	0.02%	Maintained
1470	OP ORG Partners Roanoke, Indiana	$151K	+$154K	2	0.02%	New
1471	TF Tompkins Financial Ithaca, New York	$148K	$0	5	0.02%	Maintained
1472	Salem Investment Counselors Winston Salem, North Carolina	$147K	+$43.2K	7	0.01%	Increased
1473	FW FirstPurpose Wealth Orem, Utah	$138K	+$142K	1	0.06%	New
1474	MCF Advisors Covington, Kentucky	$138K	+$186	7	0.01%	Increased
1475	MAM Marquette Asset Management Minneapolis, Minnesota	$137K	$0	1	0.03%	Maintained