← 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
1176	SCM Symons Capital Management Pittsburgh, Pennsylvania	$256K	-$239K	1	0.14%	Reduced
1177	BMC Benin Management Corp Wilton, Connecticut	$254K	+$219K	1	0.1%	New
1178	CFA Carroll Financial Associates Charlotte, North Carolina	$254K	+$14.3K	6	0.02%	Increased
1179	Clearstead Advisors Cleveland, Ohio	$254K	$0	4	0.02%	Maintained
1180	Ferguson Wellman Capital Management Portland, Oregon	$254K	+$220K	1	0.01%	New
1181	GH GAM Holding Zurich, Switzerland	$254K	-$346K	1	0.02%	Reduced
1182	RIA Regal Investment Advisors Kentwood, Michigan	$254K	+$270K	1	0.03%	New
1183	RG Renaissance Group Covington, Kentucky	$253K	+$253K	1	0.01%	New
1184	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$252K	-$23.6K	1	0.02%	Reduced
1185	VCM Vivaldi Capital Management Chicago, Illinois	$251K	$0	1	0.05%	Maintained
1186	1WA 180 Wealth Advisors Federal Way, Washington	$250K	-$13.1K	1	0.07%	Reduced
1187	OC Oakworth Capital Birmingham, Alabama	$250K	$0	2	0.03%	Maintained
1188	IHT Wealth Management Chicago, Illinois	$248K	-$598	1	0.02%	Reduced
1189	Crawford Investment Counsel Atlanta, Georgia	$247K	+$231K	1	0.01%	New
1190	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$247K	$0	1	0.06%	Maintained
1191	LJAC L.J. Altfest & Co New York	$245K	-$1K	1	0.06%	Reduced
1192	Northeast Financial Consultants Westport, Connecticut	$245K	+$213K	1	0.02%	New
1193	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$244K	$0	1	0.03%	Maintained
1194	AT Arden Trust Wilmington, Delaware	$243K	-$255K	1	0.04%	Reduced
1195	JWM JFG Wealth Management Denver, Colorado	$243K	+$211K	1	0.13%	New
1196	Krilogy Financial St. Louis, Missouri	$243K	-$530	1	0.03%	Reduced
1197	MCP Mirador Capital Partners Pleasanton, California	$243K	+$4.71K	1	0.07%	Increased
1198	Chicago Partners Investment Group Chicago, Illinois	$241K	-$363	1	0.02%	Reduced
1199	SB Simmons Bank Pine Bluff, Arkansas	$241K	-$907	1	0.02%	Reduced
1200	Vestmark Advisory Solutions Wakefield, Massachusetts	$241K	+$223K	1	0.03%	New