← 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	AP Atwood & Palmer Kansas City, Missouri	$92K	-$28K	3	0.01%	Reduced
1102	Gradient Investments Arden Hills, Minnesota	$91K	+$62K	2	0%	Increased
1103	Penserra Capital Management Orinda, California	$89K	-$110K	2	0.01%	Reduced
1104	CFGS Concourse Financial Group Securities Birmingham, Alabama	$85K	+$25.6K	7	0.01%	Increased
1105	DWM Doyle Wealth Management St. Petersburg, Florida	$85K	+$92K	4	0.01%	New
1106	BFC Bedel Financial Consulting Indianapolis, Indiana	$83K	$0	3	0.05%	Maintained
1107	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$82K	-$28.7K	1	0%	Reduced
1108	Harding Loevner Bridgewater, New Jersey	$82K	$0	1	0%	Maintained
1109	HI Human Investing Lake Oswego, Oregon	$80K	+$86.7K	1	0.03%	New
1110	TCI Wealth Advisors Tucson, Arizona	$80K	+$11.7K	4	0.04%	Increased
1111	MAM Marquette Asset Management Minneapolis, Minnesota	$77K	-$72K	1	0.03%	Reduced
1112	RFM Royal Fund Management Lady Lake, Florida	$77K	-$3.69K	2	0.02%	Reduced
1113	GAM Gemmer Asset Management Walnut Creek, California	$73K	-$9.5K	5	0.02%	Reduced
1114	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$73K	$0	1	0.03%	Maintained
1115	VanEck Associates New York	$73K	+$65.9K	1	0%	New
1116	BCA Berman Capital Advisors Atlanta, Georgia	$72K	+$19.2K	8	0.02%	Increased
1117	HFM Hartford Financial Management Hartford, Connecticut	$72K	$0	3	0.02%	Maintained
1118	CFA Carroll Financial Associates Charlotte, North Carolina	$70K	+$737	6	0.01%	Increased
1119	FPFS First Personal Financial Services Charlotte, North Carolina	$70K	+$1.84K	4	0.02%	Increased
1120	TCCM Timber Creek Capital Management Boston, Massachusetts	$70K	-$5.08K	3	0.05%	Reduced
1121	MCM Manchester Capital Management Manchester, Vermont	$61K	-$15K	2	0.01%	Reduced
1122	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$61K	-$5.29K	2	0.02%	Reduced
1123	TI Truehand Inc Strafford, New Hampshire	$61K	$0	1	0.05%	Maintained
1124	Brinker Capital Investments Berwyn, Pennsylvania	$60K	+$29K	2	0%	Increased
1125	KCPG Kavar Capital Partners Group Leawood, Kansas	$60K	+$63.6K	3	0.02%	New