← 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
1076	NCMG NCM Capital Management Group Durham, North Carolina	$26K	$0	1	0.32%	Maintained
1077	PMFA Plante Moran Financial Advisors Southfield, Michigan	$26K	-$19.2K	3	0.02%	Reduced
1078	DAM Delta Asset Management Memphis, Tennessee	$25K	$0	1	0%	Maintained
1079	AP Atwood & Palmer Kansas City, Missouri	$24K	-$7K	1	0%	Reduced
1080	CHP Cable Hill Partners Portland, Oregon	$22K	$0	2	0.02%	Maintained
1081	MCA Mercer Capital Advisers Little Silver, New Jersey	$22K	$0	1	0.02%	Maintained
1082	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$19.4K	$0	1	0.01%	Maintained
1083	Frontier Capital Management Boston, Massachusetts	$19K	-$2.16K	1	0%	Reduced
1084	Loomis, Sayles & Company Boston, Massachusetts	$19K	-$3.73M	2	0%	Reduced
1085	NYLT New York Life Trust New York	$19K	+$1.56K	1	0.08%	Increased
1086	SWA Sutton Wealth Advisors Tampa, Florida	$16.3K	+$14.4K	3	0.02%	New
1087	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$16K	$0	3	0.01%	Maintained
1088	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$15K	-$12.4K	2	0.01%	Reduced
1089	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$14K	-$11.8K	3	0.01%	Reduced
1090	SIG Stanford Investment Group Mountain View, California	$14K	$0	1	0.01%	Maintained
1091	ADL Asset Dedication LLC San Francisco, California	$13K	-$8.47K	1	0.01%	Reduced
1092	Evercore Wealth Management New York	$13K	$0	1	0%	Maintained
1093	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$12.6K	-$3.01K	1	0.01%	Reduced
1094	FNYS First New York Securities New York	$12.4K	+$11.6K	1	0.01%	New
1095	AIM Advantage Investment Management Cedar Rapids, Iowa	$12K	$0	1	0.01%	Maintained
1096	KPCM Kings Point Capital Management Great Neck, New York	$12K	$0	1	0%	Maintained
1097	AP Advisors Preferred Rockville, Maryland	$11K	+$11K	2	0.01%	New
1098	PSC Prentiss Smith & Co Brattleboro, Vermont	$11K	$0	2	0.01%	Maintained
1099	Advisory Services Network Atlanta, Georgia	$10K	+$1.91K	3	0%	Increased
1100	BAM Brave Asset Management Summit, New Jersey	$10K	$0	1	0.01%	Maintained