← 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	ABA American Beacon Advisors Irving, Texas	$114K	$0	1	1.22%	Maintained
1077	NIM NuWave Investment Management Parsippany, New Jersey	$114K	+$108K	1	0.13%	New
1078	Edmond de Rothschild Holding Chambesy, Switzerland	$113K	-$34K	2	0%	Reduced
1079	AP Atwood & Palmer Kansas City, Missouri	$112K	+$51.9K	3	0.02%	Increased
1080	WIC Woodmont Investment Counsel Nashville, Tennessee	$112K	-$123K	1	0.03%	Reduced
1081	GBT Grove Bank & Trust Miami, Florida	$111K	$0	2	0.05%	Maintained
1082	GC Globeflex Capital San Diego, California	$106K	+$99.3K	1	0.03%	New
1083	Salem Investment Counselors Winston Salem, North Carolina	$105K	+$280	4	0.01%	Increased
1084	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$101K	+$94.9K	1	0.09%	Increased
1085	Carson Wealth (CWM LLC) Omaha, Nebraska	$99K	-$18.1M	3	0%	Reduced
1086	TDC Thompson Davis & Co Richmond, Virginia	$99K	+$49.4K	4	0.23%	Increased
1087	VCM Versant Capital Management Phoenix, Arizona	$99K	-$748	7	0.04%	Reduced
1088	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$93K	-$29.9K	2	0.06%	Reduced
1089	Mondrian Investment Partners London, United Kingdom	$93K	$0	1	0%	Maintained
1090	FRA Front Row Advisors Tiburon, California	$91K	+$86K	3	0.07%	New
1091	RFM Royal Fund Management Lady Lake, Florida	$90K	$0	2	0.03%	Maintained
1092	C Cerebellum San Francisco, California	$87K	+$81.4K	2	0.06%	New
1093	DSC Duncker Streett & Co St. Louis, Missouri	$86K	-$5K	2	0.02%	Reduced
1094	HFM Hartford Financial Management Hartford, Connecticut	$86K	$0	3	0.04%	Maintained
1095	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$84K	+$78.2K	2	0.08%	New
1096	KJWM Kiley Juergens Wealth Management Olympia, Washington	$84K	+$81.8K	3	0.08%	New
1097	SLF Sun Life Financial Toronto, Ontario, Canada	$84K	-$187K	3	0.01%	Reduced
1098	RBC Roble Belko & Company Sewickley, Pennsylvania	$83K	+$71.1K	1	0.03%	New
1099	CFA Carroll Financial Associates Charlotte, North Carolina	$76K	+$696	3	0.01%	Increased
1100	MRCM M&R Capital Management Summit, New Jersey	$75K	$0	1	0.02%	Maintained