← 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	RWA Ropes Wealth Advisors Boston, Massachusetts	$132K	-$23.5K	5	0.04%	Reduced
1077	PCM Poehling Capital Management Madison, Wisconsin	$130K	-$11.4K	3	0.11%	Reduced
1078	ABA American Beacon Advisors Irving, Texas	$124K	+$12.9K	1	1.32%	Increased
1079	Benjamin F. Edwards & Company St. Louis, Missouri	$123K	-$13K	4	0.01%	Reduced
1080	Avior Wealth Management Omaha, Nebraska	$121K	-$55.2K	3	0.03%	Reduced
1081	TCI Wealth Advisors Tucson, Arizona	$118K	+$641	3	0.05%	Increased
1082	TDC Thompson Davis & Co Richmond, Virginia	$115K	+$5.43K	3	0.3%	Increased
1083	Edmond de Rothschild Holding Chambesy, Switzerland	$113K	$0	2	0%	Maintained
1084	Fuller & Thaler Asset Management San Mateo, California	$112K	-$321K	2	0%	Reduced
1085	Salem Investment Counselors Winston Salem, North Carolina	$111K	$0	3	0.01%	Maintained
1086	GC Globeflex Capital San Diego, California	$110K	$0	1	0.02%	Maintained
1087	MCM McKinley Capital Management Anchorage, Alaska	$108K	-$2.15M	1	0.01%	Reduced
1088	LFA Legacy Financial Advisors Covington, Kentucky	$107K	-$219K	3	0.04%	Reduced
1089	CF Centaurus Financial Anaheim, California	$103K	-$73.8K	1	0.02%	Reduced
1090	FMA FNY Managed Accounts New York	$103K	+$36.1K	3	0.12%	Increased
1091	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$101K	-$25.5K	2	0.06%	Reduced
1092	RBC Roble Belko & Company Sewickley, Pennsylvania	$99K	+$25.5K	1	0.04%	Increased
1093	CI Cavalier Investments Alpharetta, Georgia	$92K	+$91.7K	1	0.03%	New
1094	Mondrian Investment Partners London, United Kingdom	$92K	$0	1	0%	Maintained
1095	GLI Guardian Life Insurance New York	$90K	-$38.4K	3	0.02%	Reduced
1096	RFM Royal Fund Management Lady Lake, Florida	$90K	$0	2	0.03%	Maintained
1097	LGWM Litman Gregory Wealth Management Larkspur, California	$89K	+$85.5K	1	0.04%	New
1098	DSC Duncker Streett & Co St. Louis, Missouri	$88K	$0	2	0.02%	Maintained
1099	HFM Hartford Financial Management Hartford, Connecticut	$86K	$0	3	0.04%	Maintained
1100	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$85K	-$1.3K	2	0.07%	Reduced