← 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	VCM Vigilant Capital Management Portland, Maine	$38K	+$26K	2	0.01%	Increased
1027	JFA JNBA Financial Advisors Bloomington, Minnesota	$35K	$0	2	0.01%	Maintained
1028	PCTC Perkins Coie Trust Company Seattle, Washington	$34K	$0	1	0.03%	Maintained
1029	VFA Virtus Fund Advisers Hartford, Connecticut	$33K	-$9.53K	3	0%	Reduced
1030	GAM Gemmer Asset Management Walnut Creek, California	$32K	$0	4	0.02%	Maintained
1031	HW Hedeker Wealth Lincolnshire, Illinois	$32K	+$31.5K	1	0.03%	New
1032	WA WealthTrust-Arizona Scottsdale, Arizona	$32K	$0	1	0.02%	Maintained
1033	AP Atwood & Palmer Kansas City, Missouri	$30K	-$19.4K	2	0.01%	Reduced
1034	Blackhill Capital Morristown, New Jersey	$30K	$0	1	0%	Maintained
1035	BCM Blume Capital Management Berkeley, California	$28K	$0	1	0.02%	Maintained
1036	PSI Pinnacle Summer Investments Fairfax, Virginia	$28K	-$4.58K	2	0%	Reduced
1037	Edmond de Rothschild Holding Chambesy, Switzerland	$27K	$0	1	0%	Maintained
1038	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$27K	$0	1	0.01%	Maintained
1039	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$26K	+$26.1K	2	0.02%	New
1040	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$25K	$0	3	0.03%	Maintained
1041	DAM Delta Asset Management Memphis, Tennessee	$24K	$0	1	0%	Maintained
1042	NCMG NCM Capital Management Group Durham, North Carolina	$24K	$0	1	0.28%	Maintained
1043	RWA Ropes Wealth Advisors Boston, Massachusetts	$24K	+$22.8K	2	0.01%	New
1044	ADL Asset Dedication LLC San Francisco, California	$21K	+$17K	1	0.01%	New
1045	HR Howe & Rusling Rochester, New York	$21K	+$4.28K	3	0%	Increased
1046	MCA Mercer Capital Advisers Little Silver, New Jersey	$21K	$0	1	0.02%	Maintained
1047	PCP Proficio Capital Partners Newton, Massachusetts	$21K	+$21.1K	3	0.02%	New
1048	CHP Cable Hill Partners Portland, Oregon	$20K	-$17.7K	2	0.01%	Reduced
1049	Frontier Capital Management Boston, Massachusetts	$20K	$0	1	0%	Maintained
1050	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$19K	+$18.6K	2	0.02%	New