← 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
1476	NC nVerses Capital Wellington, Florida	$161K	+$166K	7	0.39%	New
1477	AA Alta Advisers London, United Kingdom	$161K	$0	2	0.08%	Maintained
1478	ME McIlrath & Eck Arlington, Washington	$158K	-$395	4	0.03%	Reduced
1479	T Tidemark San Diego, California	$155K	$0	2	0.09%	Maintained
1480	CP Castleview Partners Dallas, Texas	$152K	+$119K	4	0.08%	Increased
1481	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$150K	$0	3	0.09%	Maintained
1482	HCM Highlander Capital Management Short Hills, New Jersey	$146K	+$23.4K	5	0.05%	Increased
1483	Geneos Wealth Management Englewood, Colorado	$144K	+$1.56K	5	0.01%	Increased
1484	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$143K	$0	2	0.06%	Maintained
1485	BG Bollard Group Boston, Massachusetts	$139K	$0	2	0%	Maintained
1486	CFM Catalyst Funds Management Sydney NSW, Australia	$137K	+$135K	7	0.04%	New
1487	HT Headlands Technologies Chicago, Illinois	$137K	-$394K	2	0.03%	Reduced
1488	TF Tompkins Financial Ithaca, New York	$137K	-$305	6	0.02%	Reduced
1489	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$134K	+$156K	1	0.02%	New
1490	DAM Delta Asset Management Memphis, Tennessee	$133K	$0	4	0.01%	Maintained
1491	HFM Hartford Financial Management Hartford, Connecticut	$132K	+$8.44K	3	0.03%	Increased
1492	IHWM Iron Horse Wealth Management Johston, Iowa	$130K	+$126K	3	0.05%	Increased
1493	Edmond de Rothschild Holding Chambesy, Switzerland	$130K	$0	2	0%	Maintained
1494	Jones Financial Companies Des Peres, Missouri	$130K	+$42.5K	5	0%	Increased
1495	AIM Arcadia Investment Management Kalamazoo, Michigan	$130K	+$90.4K	3	0.02%	Increased
1496	EWP Elevation Wealth Partners Santa Rosa, California	$129K	-$22.2K	2	0.06%	Reduced
1497	PMFA Plante Moran Financial Advisors Southfield, Michigan	$127K	+$98.9K	4	0.01%	Increased
1498	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$125K	$0	2	0%	Maintained
1499	MCF Advisors Covington, Kentucky	$124K	+$347	6	0.01%	Increased
1500	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$124K	-$262	3	0.05%	Reduced