← 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
1151	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$106K	-$87.9K	1	0.12%	Reduced
1152	VCM Versant Capital Management Phoenix, Arizona	$105K	+$11.9K	8	0.04%	Increased
1153	SSB Sandy Spring Bank Olney, Maryland	$102K	-$33K	4	0.01%	Reduced
1154	SBL Sargent Bickham Lagudis Boulder, Colorado	$102K	+$101K	2	0.01%	Increased
1155	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$100K	+$45.4K	3	0.02%	Increased
1156	Miracle Mile Advisors Los Angeles, California	$97K	+$74.7K	1	0.01%	New
1157	CFD Creative Financial Designs Kokomo, Indiana	$93K	+$970	3	0.05%	Increased
1158	DSC Duncker Streett & Co St. Louis, Missouri	$93K	$0	2	0.02%	Maintained
1159	RFM Royal Fund Management Lady Lake, Florida	$93K	$0	2	0.03%	Maintained
1160	Arax Advisory Partners Denver, Colorado	$92K	+$15.5K	2	0.04%	Increased
1161	HFM Hartford Financial Management Hartford, Connecticut	$91K	$0	3	0.03%	Maintained
1162	RBC Roble Belko & Company Sewickley, Pennsylvania	$88K	-$15.4K	1	0.03%	Reduced
1163	CFA Carroll Financial Associates Charlotte, North Carolina	$86K	+$37	3	0.01%	Increased
1164	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$83K	$0	2	0.07%	Maintained
1165	WIM Westside Investment Management Santa Monica, California	$83K	-$15.5K	5	0.03%	Reduced
1166	RWA Wealth Partners Newton, Massachusetts	$82K	+$71.3K	3	0.01%	New
1167	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$79K	-$66.7K	3	0.03%	Reduced
1168	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$77K	$0	1	0.07%	Maintained
1169	BWM Baystate Wealth Management Boston, Massachusetts	$77K	+$447	3	0.01%	Increased
1170	FPFS First Personal Financial Services Charlotte, North Carolina	$77K	-$81.6K	3	0.03%	Reduced
1171	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$77K	+$80.7K	1	0.07%	New
1172	WC Whitney & Co Rochester, New York	$77K	-$46	1	0.02%	Reduced
1173	MCM Manchester Capital Management Manchester, Vermont	$75K	$0	2	0.01%	Maintained
1174	TG TLP Group Evanston, Illinois	$75K	-$155K	1	0.11%	Reduced
1175	KCPG Kavar Capital Partners Group Leawood, Kansas	$73K	$0	2	0.04%	Maintained