← 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
1551	YU Yale University New Haven, Connecticut	$45.8K	$0	1	0.04%	Maintained
1552	WTG West Tower Group Richmond, Virginia	$44.2K	-$156K	2	0.09%	Reduced
1553	MMG Monetary Management Group St Louis, Missouri	$40.8K	+$2.1K	3	0.01%	Increased
1554	GCM Gladius Capital Management Chicago, Illinois	$40.8K	+$34.9K	1	0.01%	New
1555	CAC Core Alternative Capital Peachtree Corners, Georgia	$40.1K	-$323	3	0.01%	Reduced
1556	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$39.2K	+$35K	1	0.01%	New
1557	CA Centerpoint Advisors Needham, Massachusetts	$39K	$0	2	0.02%	Maintained
1558	WIM Westside Investment Management Santa Monica, California	$38.1K	$0	2	0.01%	Maintained
1559	Close Asset Management London, United Kingdom	$38K	-$870	1	0%	Reduced
1560	PWMG Prestige Wealth Management Group Flemington, New Jersey	$37.9K	+$919	6	0.01%	Increased
1561	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$37.5K	+$7.39K	12	0%	Increased
1562	BFPW BOK Financial Private Wealth Denver, Colorado	$37.1K	+$2.01K	3	0%	Increased
1563	CP Castleview Partners Dallas, Texas	$36.9K	+$33.8K	3	0.03%	New
1564	FRA Front Row Advisors Tiburon, California	$36.6K	-$1.92K	3	0.02%	Reduced
1565	EBA Eagle Bay Advisors New York	$35.8K	-$14.5K	4	0.02%	Reduced
1566	FDP Financiere des Professionnels Montreal, Quebec, Canada	$35.6K	+$30.5K	1	0%	New
1567	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$35.5K	$0	6	0.01%	Maintained
1568	SS Sunbelt Securities Houston, Texas	$34.8K	-$64.5K	5	0%	Reduced
1569	ATC Advantage Trust Company Salina, Kansas	$34.4K	+$33.6K	1	0.03%	New
1570	RA RiverPark Advisors New York	$34.2K	-$8.59K	1	0.03%	Reduced
1571	RFG RFP Financial Group Atlanta, Georgia	$34.1K	+$7.58K	5	0.01%	Increased
1572	LFA LGT Financial Advisors Dallas, Texas	$33.6K	-$5.71K	5	0.04%	Reduced
1573	BWM Bullock Wealth Management Bloomington, Indiana	$33.2K	-$1.71K	2	0.02%	Reduced
1574	FMP Financial Management Professionals Austin, Texas	$33K	+$24.5K	5	0.01%	Increased
1575	PIM Plato Investment Management Sydney, NSW, Australia	$33K	+$31K	3	0.04%	New