← 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	OFI Invest Asset Management Paris, France	$150K	-$263K	3	0%	Reduced
1477	CAM Cacti Asset Management Atlanta, Georgia	$149K	-$71.4K	1	0.01%	Reduced
1478	GM GeoWealth Management Chicago, Illinois	$147K	-$298K	2	0.01%	Reduced
1479	ME McIlrath & Eck Arlington, Washington	$146K	-$53.2K	4	0.02%	Reduced
1480	NAM NewGen Asset Management Toronto, Ontario, Canada	$144K	$0	1	0.09%	Maintained
1481	BCG Bravias Capital Group Iselin, New Jersey	$143K	$0	1	0.12%	Maintained
1482	WSC Wellington Shields & Co New York	$141K	$0	1	0.04%	Maintained
1483	Kestra Investment Management Austin, Texas	$141K	-$537K	4	0%	Reduced
1484	PIM Platinum Investment Management Sydney Australia 2000, Australia	$140K	-$67M	1	0.01%	Reduced
1485	BIA Bell Investment Advisors Oakland, California	$137K	-$1.41K	11	0.03%	Reduced
1486	AP Atwood & Palmer Kansas City, Missouri	$136K	-$1.04K	3	0.01%	Reduced
1487	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$133K	-$258K	1	0.07%	Reduced
1488	CF Centaurus Financial Anaheim, California	$130K	+$4.51K	1	0.01%	Increased
1489	AF Advisornet Financial Minnetonka, Minnesota	$129K	-$157K	4	0.01%	Reduced
1490	TCOV Trust Company of Vermont Brattleboro, Vermont	$128K	-$6.04K	7	0.01%	Reduced
1491	BTC Bank & Trust Company Litchfield, Illinois	$128K	+$123K	1	0.1%	New
1492	SOAMC Spirit of America Management Corp Syosset, New York	$125K	$0	2	0.03%	Maintained
1493	PPC Park Place Capital Homewood, Alabama	$123K	+$21.2K	4	0.03%	Increased
1494	PA Pineridge Advisors St. Charles, Missouri	$123K	-$19.5K	2	0.05%	Reduced
1495	FDP Financiere des Professionnels Montreal, Quebec, Canada	$123K	+$130K	1	0.01%	New
1496	AG AmeriFlex Group Las Vegas, Nevada	$122K	+$71.7K	5	0.05%	Increased
1497	Stratos Wealth Partners Beachwood, Ohio	$122K	-$233K	1	0%	Reduced
1498	SouthState Corp Winter Haven, Florida	$122K	+$89.5K	10	0.01%	Increased
1499	OWP ORG Wealth Partners Dallas, Texas	$120K	-$49K	2	0.04%	Reduced
1500	PK Pflug Koory Omaha, Nebraska	$120K	-$2.32K	4	0.07%	Reduced