← 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
901	AIM Avity Investment Management Greenwich, Connecticut	$291K	-$306K	1	0.04%	Reduced
902	CIM CIM Investment Management Pittsburgh, Pennsylvania	$290K	$0	1	0.11%	Maintained
903	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$290K	$0	3	0.16%	Maintained
904	RWM Raffa Wealth Management Washington, District of Columbia	$289K	$0	1	0.12%	Maintained
905	PTC Petrus Trust Company Dallas, Texas	$287K	+$103K	1	0.07%	Increased
906	Trillium Asset Management Boston, Massachusetts	$284K	$0	1	0.02%	Maintained
907	Parallel Advisors San Francisco, California	$282K	+$4.59K	7	0.05%	Increased
908	AWA ARS Wealth Advisors St. Petersburg, Florida	$281K	+$37.6K	1	0.11%	Increased
909	AWA Arete Wealth Advisors Chicago, Illinois	$279K	-$3.37K	1	0.11%	Reduced
910	MCF Advisors Covington, Kentucky	$278K	$0	2	0.05%	Maintained
911	FWP FAS Wealth Partners Leawood, Kansas	$277K	+$11K	1	0.08%	Increased
912	PIA Piedmont Investment Advisors Durham, North Carolina	$277K	-$14.7K	1	0.01%	Reduced
913	RIL Rothschild Investment LLC Chicago, Illinois	$275K	-$30.6K	1	0.03%	Reduced
914	WA WealthTrust Axiom Wayne, Pennsylvania	$274K	-$23.8K	1	0.1%	Reduced
915	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$274K	+$275K	1	0.04%	New
916	AFG Albion Financial Group Salt Lake City, Utah	$272K	$0	1	0.04%	Maintained
917	HAM Highstreet Asset Management London, Ontario, Canada	$268K	+$199K	1	0.03%	Increased
918	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$266K	$0	1	0.05%	Maintained
919	ECP Elk Creek Partners Denver, Colorado	$266K	+$35.8K	1	0.02%	Increased
920	JAM Jolley Asset Management Rocky Mount, North Carolina	$266K	+$258K	1	0.18%	New
921	SBA Seven Bridges Advisors New York	$265K	+$37.8K	1	0.22%	Increased
922	ID Integral Derivatives New York	$264K	-$21.5K	1	0%	Reduced
923	HMS Hanseatic Management Services Albuquerque, New Mexico	$262K	+$247K	1	0.3%	Increased
924	NewEdge Advisors New Orleans, Louisiana	$262K	-$4.16M	1	0.04%	Reduced
925	Valeo Financial Advisors Carmel, Indiana	$260K	+$257K	8	0.06%	New