← 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
1001	Frontier Capital Management Boston, Massachusetts	$36K	$0	1	0%	Maintained
1002	Evercore Wealth Management New York	$34K	+$8.42K	2	0%	Increased
1003	TCM Tradewinds Capital Management Bellingham, Washington	$34K	-$141	2	0.03%	Reduced
1004	GAM Gemmer Asset Management Walnut Creek, California	$33K	+$20	4	0.02%	Increased
1005	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$30K	$0	1	0.02%	Maintained
1006	SSG Summit Securities Group New York	$30K	+$31.1K	1	0.01%	New
1007	JFA JNBA Financial Advisors Bloomington, Minnesota	$28K	-$68.5K	3	0.01%	Reduced
1008	KT Kanaly Trust Houston, Texas	$28K	+$6.63K	3	0.01%	Increased
1009	Blackhill Capital Morristown, New Jersey	$27K	+$745	1	0%	Increased
1010	QAM QCI Asset Management Pittsford, New York	$27K	$0	1	0%	Maintained
1011	WA WealthTrust-Arizona Scottsdale, Arizona	$26K	-$11.8K	1	0.03%	Reduced
1012	CFA Carroll Financial Associates Charlotte, North Carolina	$25K	+$11.9K	2	0.01%	Increased
1013	BRWM B. Riley Wealth Management Memphis, Tennessee	$24K	-$24K	2	0.02%	Reduced
1014	PCTC Perkins Coie Trust Company Seattle, Washington	$24K	$0	1	0.02%	Maintained
1015	Benjamin F. Edwards & Company St. Louis, Missouri	$23K	+$5.35K	2	0.01%	Increased
1016	ACS Archford Capital Strategies Swansea, Illinois	$21.5K	-$366K	4	0.02%	Reduced
1017	NIM NuWave Investment Management Parsippany, New Jersey	$19K	+$18.5K	1	0.05%	New
1018	O'Shaughnessy Asset Management Stamford, Connecticut	$19K	+$18.6K	3	0%	New
1019	DAM Delta Asset Management Memphis, Tennessee	$17K	$0	1	0%	Maintained
1020	PMFA Plante Moran Financial Advisors Southfield, Michigan	$17K	+$17.8K	2	0.02%	New
1021	SMG Spectrum Management Group Indianapolis, Indiana	$16K	-$20	1	0.01%	Reduced
1022	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$15K	+$157	1	0.04%	Increased
1023	SGAM Smith Group Asset Management Dallas, Texas	$15K	$0	1	0%	Maintained
1024	ACM Axel Capital Management New York	$14K	$0	1	0.03%	Maintained
1025	HMS Hanseatic Management Services Albuquerque, New Mexico	$14K	+$13.4K	1	0.01%	New