← 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
1201	WPA West Paces Advisors Atlanta, Georgia	$16.1K	-$2.25K	3	0.01%	Reduced
1202	AIM Advantage Investment Management Cedar Rapids, Iowa	$16K	$0	1	0.01%	Maintained
1203	ADL Asset Dedication LLC San Francisco, California	$16K	$0	2	0.01%	Maintained
1204	JCM Jacobi Capital Management Pittston, Pennsylvania	$16K	+$14.6K	2	0%	Increased
1205	CHP Cable Hill Partners Portland, Oregon	$15K	-$3.17K	4	0.01%	Reduced
1206	LF Lee Financial Dallas, Texas	$15K	+$6.88K	3	0%	Increased
1207	MCM MV Capital Management Bethesda, Maryland	$15K	+$1.88K	2	0%	Increased
1208	OFW Omnia Family Wealth Aventura, Florida	$15K	$0	2	0.01%	Maintained
1209	QAM QCI Asset Management Pittsford, New York	$15K	-$20.5K	2	0%	Reduced
1210	ANBT American National Bank & Trust Wichita Falls, Texas	$14K	+$13.5K	1	0%	New
1211	Fred Alger Management New York	$14K	+$13.4K	1	0%	New
1212	BWA BDO Wealth Advisors Jacksonville, Florida	$13K	$0	1	0%	Maintained
1213	FCMT Founders Capital Management (Texas) Houston, Texas	$13K	$0	1	0.01%	Maintained
1214	HT Heritage Trust Oklahoma City, Oklahoma	$13K	$0	1	0%	Maintained
1215	PW Price Wealth Austin, Texas	$13K	-$13.9K	3	0.01%	Reduced
1216	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$13K	+$294	2	0.01%	Increased
1217	TL TrueWealth LLC Atlanta, Georgia	$13K	-$7.95K	3	0.01%	Reduced
1218	Brinker Capital Investments Berwyn, Pennsylvania	$12K	$0	1	0%	Maintained
1219	GWS Glassman Wealth Services Vienna, Virginia	$12K	+$1.16K	5	0.01%	Increased
1220	FCB First Command Bank Fort Worth, Texas	$11.1K	$0	1	0.01%	Maintained
1221	ACM Armbruster Capital Management Pittsford, New York	$11K	+$11.1K	2	0.01%	New
1222	FCFS First Command Financial Services Fort Worth, Texas	$11K	$0	1	0%	Maintained
1223	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$11K	$0	2	0.01%	Maintained
1224	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$10K	$0	1	0.01%	Maintained
1225	CB Community Bank Dewitt, New York	$10K	-$3K	2	0%	Reduced