← 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	AMG Advisors Management Group La Crosse, Wisconsin	$319K	+$29	1	0.13%	Increased
1002	CCG Chatham Capital Group Savannah, Georgia	$316K	$0	1	0.08%	Maintained
1003	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$314K	$0	1	0.23%	Maintained
1004	PTC Private Trust Company Cleveland, Ohio	$313K	+$294K	1	0.06%	New
1005	AE Wealth Management Topeka, Kansas	$310K	-$149K	1	0.01%	Reduced
1006	BAC Boys Arnold & Co Asheville, North Carolina	$310K	-$15.1K	1	0.05%	Reduced
1007	Horizon Investments Charlotte, North Carolina	$308K	-$901K	1	0.01%	Reduced
1008	KIA KCM Investment Advisors Greenbrae, California	$308K	-$8.3K	1	0.02%	Reduced
1009	DMK David M. Knott	$307K	$0	1	0.13%	Maintained
1010	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$305K	+$2.88K	1	0.14%	Increased
1011	Beacon Pointe Advisors Newport Beach, California	$303K	-$69.9K	1	0.13%	Reduced
1012	PCG Private Capital Group West Hartford, Connecticut	$302K	+$98.2K	6	0.05%	Increased
1013	RT Rockland Trust Hanover, Massachusetts	$300K	-$19.7K	1	0.03%	Reduced
1014	CIM Contravisory Investment Management Norwell, Massachusetts	$299K	-$33.3K	1	0.11%	Reduced
1015	Karpus Investment Management Pittsford, New York	$297K	$0	1	0.01%	Maintained
1016	HighPoint Advisor Group Downers Grove, Illinois	$295K	-$13.6K	2	0.07%	Reduced
1017	OWA Outlook Wealth Advisors Shenandoah, Texas	$295K	+$286K	1	0.18%	New
1018	WhitTier Trust Company Reno, Nevada	$289K	-$9.27K	5	0.02%	Reduced
1019	FA FCG Advisors Chatham, New Jersey	$288K	+$2.04K	1	0.09%	Increased
1020	Benjamin F. Edwards & Company St. Louis, Missouri	$285K	+$61.6K	5	0.02%	Increased
1021	Cresset Asset Management Chicago, Illinois	$284K	+$4.72K	1	0.01%	Increased
1022	Covington Capital Management Los Angeles, California	$279K	+$11.1K	4	0.02%	Increased
1023	SWM SeaCrest Wealth Management Purchase, New York	$278K	-$6.55K	1	0.05%	Reduced
1024	MWC MBM Wealth Consultants Chesterfield, Missouri	$277K	+$27.3K	1	0.22%	Increased
1025	Obermeyer Wealth Partners Aspen, Colorado	$276K	-$3.02K	1	0.03%	Reduced