← 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
1101	CFA Carroll Financial Associates Charlotte, North Carolina	$85K	+$9.79K	3	0.01%	Increased
1102	AIL AGF Investments LLC Toronto, Ontario, Canada	$84K	+$3.79K	4	0.01%	Increased
1103	VCM Versant Capital Management Phoenix, Arizona	$84K	-$12.4K	8	0.03%	Reduced
1104	WIM Westside Investment Management Santa Monica, California	$83.4K	$0	5	0.05%	Maintained
1105	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$80K	-$86.6K	1	0.07%	Reduced
1106	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$80K	+$80.9K	2	0.03%	New
1107	BWM Baystate Wealth Management Boston, Massachusetts	$77K	+$73.2K	3	0.01%	Increased
1108	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$76.5K	-$3.87K	1	0.03%	Reduced
1109	WC Whitney & Co Rochester, New York	$73K	+$81.9K	1	0.02%	New
1110	Arax Advisory Partners Denver, Colorado	$72K	-$104K	2	0.04%	Reduced
1111	CCM Cribstone Capital Management Augusta, Maine	$72K	-$2.21K	3	0.04%	Reduced
1112	MCM Manchester Capital Management Manchester, Vermont	$72K	$0	2	0.01%	Maintained
1113	PHK Point72 Hong Kong Hong Kong	$72K	-$102K	3	0.04%	Reduced
1114	BFC Bedel Financial Consulting Indianapolis, Indiana	$71K	+$71.2K	3	0.05%	New
1115	CFD Creative Financial Designs Kokomo, Indiana	$70K	+$29.4K	3	0.04%	Increased
1116	EA Edge Advisors Atlanta, Georgia	$70K	-$2.83K	5	0.01%	Reduced
1117	KCPG Kavar Capital Partners Group Leawood, Kansas	$70K	+$69.2K	2	0.04%	New
1118	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$69K	+$4.42K	5	0.04%	Increased
1119	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$69K	-$235K	2	0.01%	Reduced
1120	MRCM M&R Capital Management Summit, New Jersey	$69K	$0	1	0.02%	Maintained
1121	TF Tompkins Financial Ithaca, New York	$67K	+$32.1K	3	0.02%	Increased
1122	PMFA Plante Moran Financial Advisors Southfield, Michigan	$66K	+$5.56K	4	0.04%	Increased
1123	VanEck Associates New York	$66K	+$12.2K	2	0%	Increased
1124	HI Harrington Investments Napa, California	$65K	+$68K	1	0.05%	New
1125	PCTC Perkins Coie Trust Company Seattle, Washington	$65K	+$18.9K	3	0.03%	Increased