← 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	SCA Stonebridge Capital Advisors St Paul, Minnesota	$241K	$0	1	0.06%	Maintained
1002	TC Trust Company Manhattan, Kansas	$239K	$0	3	0.1%	Maintained
1003	Buckingham Strategic Wealth Clayton, Missouri	$237K	-$497	1	0.05%	Reduced
1004	First Citizens Bank & Trust Raleigh, North Carolina	$237K	-$324K	1	0.03%	Reduced
1005	HM Payson & Co Portland, Maine	$237K	$0	1	0.01%	Maintained
1006	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$236K	$0	1	0.26%	Maintained
1007	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$234K	+$199K	1	0.02%	New
1008	VAM Visionary Asset Management Houston, Texas	$234K	-$1.9K	1	0.07%	Reduced
1009	Colony Group Boston, Massachusetts	$233K	-$19K	1	0.01%	Reduced
1010	AOWM Alpha Omega Wealth Management Richmond, Virginia	$230K	-$7.9K	2	0.11%	Reduced
1011	Dai-ichi Life Insurance Company Tokyo, Japan	$230K	$0	1	0%	Maintained
1012	Simplicity Solutions Minneapolis, Minnesota	$230K	-$42.8K	1	0.02%	Reduced
1013	AIM Avity Investment Management Greenwich, Connecticut	$228K	-$91.6K	1	0.03%	Reduced
1014	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$228K	-$215K	1	0.13%	Reduced
1015	WA WealthTrust Axiom Wayne, Pennsylvania	$227K	-$64.6K	1	0.08%	Reduced
1016	CBU CIBC Bank USA Chicago, Illinois	$226K	$0	1	0.03%	Maintained
1017	IRF IBM Retirement Fund Armonk, New York	$226K	$0	1	0.04%	Maintained
1018	KA Kovack Advisors Ft. Lauderdale, Florida	$222K	+$209K	1	0.06%	New
1019	Kovitz Investment Group Partners Chicago, Illinois	$221K	+$188K	1	0.01%	New
1020	Chilton Capital Management Houston, Texas	$217K	+$205K	1	0.02%	New
1021	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$217K	+$185K	1	0.03%	New
1022	DRW Securities Chicago, Illinois	$216K	+$204K	1	0.02%	New
1023	VFA Voya Financial Advisors Windsor, Connecticut	$215K	+$201K	1	0.01%	New
1024	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$209K	-$629K	1	0.15%	Reduced
1025	DY Dowling & Yahnke San Diego, California	$208K	+$203K	1	0.02%	New