← 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
1026	Blackhill Capital Morristown, New Jersey	$31K	-$893	1	0%	Reduced
1027	CFA Carroll Financial Associates Charlotte, North Carolina	$31K	+$11.7K	3	0.01%	Increased
1028	JFA JNBA Financial Advisors Bloomington, Minnesota	$31K	-$3K	2	0.01%	Reduced
1029	SignatureFD Atlanta, Georgia	$31K	+$4.03K	3	0.01%	Increased
1030	PCTC Perkins Coie Trust Company Seattle, Washington	$29K	$0	1	0.02%	Maintained
1031	PSI Pinnacle Summer Investments Fairfax, Virginia	$29K	+$9.66K	3	0%	Increased
1032	QAM QCI Asset Management Pittsford, New York	$29K	$0	1	0%	Maintained
1033	Brandywine Global Investment Management Philadelphia, Pennsylvania	$27K	-$4.05M	1	0%	Reduced
1034	SGAM Smith Group Asset Management Dallas, Texas	$26K	+$11.1K	1	0%	Increased
1035	CHP Cable Hill Partners Portland, Oregon	$25K	$0	3	0.02%	Maintained
1036	CYG Clean Yield Group Norwich, Vermont	$25K	+$23.2K	1	0.01%	New
1037	M MOTCO San Antonio, Texas	$23K	$0	1	0%	Maintained
1038	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$21.5K	-$20.3K	1	0.01%	Reduced
1039	BRWM B. Riley Wealth Management Memphis, Tennessee	$21K	-$17K	1	0.02%	Reduced
1040	DAM Delta Asset Management Memphis, Tennessee	$21K	$0	1	0%	Maintained
1041	Advisory Services Network Atlanta, Georgia	$20K	+$20.1K	3	0.01%	Increased
1042	SMG Spectrum Management Group Indianapolis, Indiana	$19K	$0	1	0.01%	Maintained
1043	MCA Mercer Capital Advisers Little Silver, New Jersey	$18K	$0	1	0.02%	Maintained
1044	FMA FNY Managed Accounts New York	$17.5K	+$16.3K	1	0.01%	New
1045	Allworth Financial Folsom, California	$17K	+$13.9K	1	0.01%	New
1046	BPBT Boston Private Bank & Trust Boston, Massachusetts	$17K	+$9.23K	3	0%	Increased
1047	GWA Genesis Wealth Advisors Braintree, Massachusetts	$16K	$0	1	0.01%	Maintained
1048	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$16K	+$17K	5	0.01%	New
1049	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$16K	+$15.1K	3	0.01%	New
1050	KPCM Kings Point Capital Management Great Neck, New York	$15K	$0	1	0%	Maintained