← 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
1726	BFS Bare Financial Services Gap, Pennsylvania	$11.2K	-$89	10	0%	Reduced
1727	JSAM J. Safra Asset Management New York	$10.8K	+$11.1K	1	0%	Increased
1728	Baillie Gifford & Co Edinburgh, United Kingdom	$10.7K	-$80.4M	1	0%	Reduced
1729	RWM Raffa Wealth Management Washington, District of Columbia	$10.6K	+$1.4K	7	0%	Increased
1730	FCMT Founders Capital Management (Texas) Houston, Texas	$10.4K	$0	1	0.01%	Maintained
1731	SouthState Corp Winter Haven, Florida	$10.2K	+$1.91K	7	0%	Increased
1732	RTC Riverview Trust Company Vancouver, Washington	$10.2K	+$8.4K	2	0.01%	Increased
1733	RCM Raleigh Capital Management Cary, North Carolina	$9.93K	-$725	3	0%	Reduced
1734	RWM RMG Wealth Management Platteville, Wisconsin	$9.89K	+$9.72K	1	0%	New
1735	AT Arlington Trust Birmingham, Alabama	$9.63K	-$113	1	0%	Reduced
1736	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$9.61K	+$9.5K	1	0%	New
1737	PUI Purpose Unlimited Inc Toronto,	$9.54K	+$9.47K	2	0%	New
1738	TSS Two Sigma Securities New York	$9.4K	-$207K	1	0%	Reduced
1739	PCFFS Pacific Center for Financial Services San Ramon, California	$9.31K	$0	1	0%	Maintained
1740	GEA Glen Eagle Advisors Kingston, New Jersey	$9.23K	+$40	3	0%	Increased
1741	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$9.21K	+$3.62K	4	0.01%	Increased
1742	ATC Adirondack Trust Company Saratoga Springs, New York	$9.06K	+$533	2	0%	Increased
1743	KG Kilter Group Rhinebeck, New York	$9.04K	-$431	5	0%	Reduced
1744	Close Asset Management London, United Kingdom	$9K	-$8.04K	1	0%	Reduced
1745	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$9K	-$1.58K	1	0%	Reduced
1746	MAM Meeder Asset Management Dublin, Ohio	$8.91K	-$42.8K	1	0%	Reduced
1747	FC Financial Consulate Hunt Valley, Maryland	$8.86K	-$5.28K	8	0%	Reduced
1748	OC Optima Capital Beaverton, Oregon	$8.66K	+$10.5K	5	0%	New
1749	BONH Bank of New Hampshire Laconia, New Hampshire	$8.53K	$0	2	0%	Maintained
1750	CIM Contravisory Investment Management Norwell, Massachusetts	$8.46K	+$8.37K	1	0%	New