← 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
1226	DSC Duncker Streett & Co St. Louis, Missouri	$78K	$0	2	0.02%	Maintained
1227	MCF Advisors Covington, Kentucky	$77K	-$81K	2	0.01%	Reduced
1228	Procyon Advisors Shelton, Connecticut	$77K	+$1.45K	5	0.04%	Increased
1229	SXL Summit X LLC Chesterfield, Missouri	$76K	+$73.2K	1	0.03%	New
1230	AAP Ardsley Advisory Partners Stamford, Connecticut	$74K	-$9.93K	1	0.02%	Reduced
1231	FPFS First Personal Financial Services Charlotte, North Carolina	$74K	$0	2	0.03%	Maintained
1232	CG Cutler Group San Francisco, California	$73K	-$981K	4	0%	Reduced
1233	MCM Manchester Capital Management Manchester, Vermont	$72K	$0	2	0.01%	Maintained
1234	TCCM Timber Creek Capital Management Boston, Massachusetts	$72K	$0	3	0.05%	Maintained
1235	AP Atwood & Palmer Kansas City, Missouri	$71K	-$3.95K	2	0.01%	Reduced
1236	RIA RPG Investment Advisory Pleasanton, California	$71K	$0	1	0.02%	Maintained
1237	Balentine LLC Atlanta, Georgia	$70K	+$21.2K	6	0%	Increased
1238	CX Institutional Auburn, Indiana	$70K	+$20.6K	4	0.01%	Increased
1239	AIL AGF Investments LLC Toronto, Ontario, Canada	$64K	-$1.25M	3	0.01%	Reduced
1240	ADL Asset Dedication LLC San Francisco, California	$64K	$0	4	0.02%	Maintained
1241	TCM Tradewinds Capital Management Bellingham, Washington	$64K	$0	3	0.02%	Maintained
1242	WEC Winslow Evans & Crocker Boston, Massachusetts	$64K	-$39.8K	4	0.02%	Reduced
1243	SWA Sutton Wealth Advisors Tampa, Florida	$63.9K	+$3.33K	6	0.03%	Increased
1244	ACP Ashfield Capital Partners San Francisco, California	$62K	$0	1	0.01%	Maintained
1245	SM SG3 Management Dorado, Puerto Rico	$61K	-$274K	1	0%	Reduced
1246	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$61K	-$5.86K	4	0.04%	Reduced
1247	KPW Kore Private Wealth New York	$60K	+$5.97K	4	0.01%	Increased
1248	PCTC Perkins Coie Trust Company Seattle, Washington	$60K	-$167	3	0.02%	Reduced
1249	TCI Wealth Advisors Tucson, Arizona	$60K	-$35.5K	5	0.03%	Reduced
1250	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$58K	-$6.8K	8	0.01%	Reduced