← 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	One Capital Management Westlake Village, California	$202K	$0	1	0.01%	Maintained
1452	1WM 1858 Wealth Management Akron, Ohio	$202K	$0	1	0.19%	Maintained
1453	Kingswood Wealth Advisors San Diego, California	$202K	-$559K	1	0.02%	Reduced
1454	Washington Trust Westerly, Rhode Island	$201K	-$2.61K	6	0.01%	Reduced
1455	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$201K	-$1.33M	1	0.08%	Reduced
1456	BWM Baron Wealth Management Troy, Michigan	$201K	+$193K	1	0.11%	New
1457	Brighton Jones LLC Seattle, Washington	$200K	+$195K	1	0.01%	New
1458	CSB City State Bank Norwalk, Iowa	$199K	-$774	3	0.09%	Reduced
1459	Penserra Capital Management Orinda, California	$198K	-$326K	3	0%	Reduced
1460	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$191K	+$410K	1	0.05%	New
1461	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$190K	-$654K	3	0.04%	Reduced
1462	BIA Bell Investment Advisors Oakland, California	$188K	+$1.09K	11	0.04%	Increased
1463	ECM Empirical Capital Management Hendersonville, Tennessee	$185K	+$398K	1	0.15%	New
1464	Chilton Capital Management Houston, Texas	$185K	$0	3	0.01%	Maintained
1465	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$184K	$0	2	0%	Maintained
1466	ECM Estabrook Capital Management New York	$183K	$0	2	0.03%	Maintained
1467	Smithfield Trust Pittsburgh, Pennsylvania	$182K	-$291	7	0.01%	Reduced
1468	Harbour Investments Madison, Wisconsin	$179K	+$9.38K	9	0.01%	Increased
1469	AIM Anchor Investment Management Columbia, South Carolina	$175K	-$74.1K	4	0.02%	Reduced
1470	TC Tacita Capital Toronto, Ontario, Canada	$173K	$0	1	0.12%	Maintained
1471	TCOV Trust Company of Vermont Brattleboro, Vermont	$170K	+$26.9K	6	0.01%	Increased
1472	FIA FNY Investment Advisers New York	$169K	+$149K	1	0.1%	New
1473	RA RiverPark Advisors New York	$166K	+$119K	1	0.14%	Increased
1474	NFSG Newbridge Financial Services Group Boca Raton, Florida	$164K	+$86.7K	5	0.07%	Increased
1475	SS Sunbelt Securities Houston, Texas	$164K	+$122K	6	0.02%	Increased