← 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	AIM Anchor Investment Management Columbia, South Carolina	$276K	-$2.32K	3	0.06%	Reduced
1027	AP Advisors Preferred Rockville, Maryland	$273K	+$236K	2	0.07%	Increased
1028	Integrated Wealth Concepts Waltham, Massachusetts	$272K	+$257K	1	0.03%	New
1029	Cetera Advisors Denver, Colorado	$270K	$0	1	0.01%	Maintained
1030	FIM Frontier Investment Management Dallas, Texas	$270K	$0	1	0.02%	Maintained
1031	MIM Manitou Investment Management Toronto, Ontario, Canada	$270K	$0	1	0.07%	Maintained
1032	BW Biegel & Waller Columbia, Maryland	$269K	$0	1	0.15%	Maintained
1033	FWM Frontier Wealth Management Kansas City, Missouri	$269K	$0	1	0.04%	Maintained
1034	IRC Investors Research Corp Atlanta, Georgia	$267K	-$2.58K	3	0.14%	Reduced
1035	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$267K	+$199K	1	0.18%	New
1036	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$267K	$0	1	0.01%	Maintained
1037	SCM Silvant Capital Management Atlanta, Georgia	$264K	$0	1	0.05%	Maintained
1038	DAM Diamant Asset Management Ridgefield, Connecticut	$263K	$0	1	0.26%	Maintained
1039	FCA FinTrust Capital Advisors Greenville, South Carolina	$262K	+$130K	7	0.09%	Increased
1040	Smithfield Trust Pittsburgh, Pennsylvania	$262K	+$29.1K	4	0.03%	Increased
1041	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$259K	+$26.1K	1	0.04%	Increased
1042	SB Simmons Bank Pine Bluff, Arkansas	$259K	-$48.9K	1	0.03%	Reduced
1043	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$258K	+$195K	1	0.04%	Increased
1044	FC Fairpointe Capital Chicago, Illinois	$258K	-$13.1K	1	0.01%	Reduced
1045	VRM Vectors Research Management New York	$258K	$0	2	0.13%	Maintained
1046	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$257K	+$241K	1	0.09%	New
1047	RNC Capital Management Los Angeles, California	$257K	$0	1	0.02%	Maintained
1048	WCM Weik Capital Management Wyomissing, Pennsylvania	$255K	$0	1	0.12%	Maintained
1049	Curi RMB Capital Chicago, Illinois	$254K	+$255K	1	0.01%	New
1050	PP Palladium Partners Norfolk, Virginia	$251K	+$203K	1	0.02%	New