← 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
1126	Avior Wealth Management Omaha, Nebraska	$139K	$0	5	0.02%	Maintained
1127	AIM Advantage Investment Management Cedar Rapids, Iowa	$136K	$0	4	0.11%	Maintained
1128	CFGS Concourse Financial Group Securities Birmingham, Alabama	$134K	+$40.3K	6	0.03%	Increased
1129	VCM Versant Capital Management Phoenix, Arizona	$133K	+$18.4K	9	0.06%	Increased
1130	FPC Falcon Point Capital San Francisco, California	$130K	+$4.62K	1	0.07%	Increased
1131	RE RBC Europe London, United Kingdom	$127K	$0	4	0.01%	Maintained
1132	Gradient Investments Arden Hills, Minnesota	$120K	+$15.9K	5	0.01%	Increased
1133	TA Thor Advisors New York	$120K	+$114K	1	0.14%	New
1134	SIM Sonora Investment Management Tucson, Arizona	$119K	-$14.6K	5	0.01%	Reduced
1135	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$118K	-$864	5	0.03%	Reduced
1136	FBT First Bank & Trust Brookings, South Dakota	$118K	+$55.7K	2	0.09%	Increased
1137	NMC Nine Masts Capital Central, Hong Kong	$118K	+$87.9K	1	0.02%	New
1138	Weiss Multi-Strategy Advisers New York	$116K	-$2.17M	1	0%	Reduced
1139	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$113K	$0	2	0%	Maintained
1140	SBL Sargent Bickham Lagudis Boulder, Colorado	$111K	$0	3	0.01%	Maintained
1141	Edmond de Rothschild Holding Chambesy, Switzerland	$110K	$0	2	0%	Maintained
1142	RIA Realta Investment Advisors Wilmington, Delaware	$107K	-$3.87K	4	0.03%	Reduced
1143	MFG Magnus Financial Group New York	$106K	+$81.8K	1	0.02%	New
1144	WEC Winslow Evans & Crocker Boston, Massachusetts	$106K	$0	4	0.03%	Maintained
1145	Salem Investment Counselors Winston Salem, North Carolina	$103K	$0	3	0.01%	Maintained
1146	AIM AIA Investment Management Singapore	$100K	+$94.8K	2	0.03%	New
1147	BCA Berman Capital Advisors Atlanta, Georgia	$100K	+$19K	8	0.03%	Increased
1148	FGAM Financial Gravity Asset Management Lakeway, Texas	$100K	-$67.8K	7	0.09%	Reduced
1149	Pathstone Family Office Englewood, New Jersey	$97K	-$13K	3	0.01%	Reduced
1150	TCI Wealth Advisors Tucson, Arizona	$95K	+$2.23K	6	0.04%	Increased