← 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
1501	GCM Gladius Capital Management Chicago, Illinois	$121K	+$112K	1	0.04%	Increased
1502	BCM Basso Capital Management Stamford, Connecticut	$120K	$0	1	0.11%	Maintained
1503	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$117K	+$86.4K	1	0.02%	New
1504	OP ORG Partners Roanoke, Indiana	$115K	-$280K	2	0.22%	Reduced
1505	SWS SYSTM Wealth Solutions Chicago, Illinois	$115K	-$3.63K	4	0.01%	Reduced
1506	PIM Platinum Investment Management Sydney Australia 2000, Australia	$114K	+$49.5K	1	0%	Increased
1507	RP Rowlandmiller & Partners Atlanta, Georgia	$114K	-$181K	1	0.02%	Reduced
1508	Livforsakringsbolaget Skandia Stockholm, Sweden	$114K	$0	3	0.01%	Maintained
1509	RWM Raffa Wealth Management Washington, District of Columbia	$113K	+$97.2K	5	0.03%	Increased
1510	AP Atwood & Palmer Kansas City, Missouri	$113K	-$542	3	0.01%	Reduced
1511	RTC Riverview Trust Company Vancouver, Washington	$109K	+$107K	5	0.08%	New
1512	Blue Trust Inc Alpharetta, Georgia	$109K	-$81.5K	8	0%	Reduced
1513	FP Foundry Partners Minneapolis, Minnesota	$105K	+$112K	1	0.01%	New
1514	MTIC Missouri Trust & Investment Company Springfield, Missouri	$102K	-$736	2	0.04%	Reduced
1515	AS AM Squared Hong Kong	$99K	+$91.6K	1	0.24%	New
1516	UHC Union Heritage Capital Bloomfield Hills, Michigan	$98.7K	$0	1	0.04%	Maintained
1517	SWM Sugarloaf Wealth Management Duluth, Georgia	$95.1K	$0	4	0.02%	Maintained
1518	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$94.7K	$0	1	0.04%	Maintained
1519	VCM Valiant Capital Management San Francisco, California	$94.4K	-$3.88M	1	0.01%	Reduced
1520	PGAM Princeton Global Asset Management Princeton, New Jersey	$94K	$0	4	0.02%	Maintained
1521	AFWM Abich Financial Wealth Management Ashburn, Virginia	$92.5K	+$88.4K	1	0.07%	Increased
1522	BGAI Bruce G. Allen Investments Denver, Colorado	$92.5K	+$8.62K	4	0.08%	Increased
1523	VCM Versant Capital Management Phoenix, Arizona	$92.2K	+$3.71K	12	0.03%	Increased
1524	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$91.9K	$0	1	0.06%	Maintained
1525	SC Stephens Consulting Flint, Michigan	$87.4K	$0	2	0.03%	Maintained