← 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	JIR James Investment Research Alpha, Ohio	$70K	+$25.4K	2	0.01%	Increased
1227	TCI Wealth Advisors Tucson, Arizona	$67K	+$1.97K	5	0.03%	Increased
1228	TCM Tradewinds Capital Management Bellingham, Washington	$65K	$0	3	0.02%	Maintained
1229	EIP Ellis Investment Partners Berwyn, Pennsylvania	$62K	-$19K	1	0.02%	Reduced
1230	JWM Janiczek Wealth Management Denver, Colorado	$61K	+$22K	5	0.03%	Increased
1231	Capital Analysts LLC Fort Washington, Pennsylvania	$60K	+$15.7K	2	0.01%	Increased
1232	WEC Winslow Evans & Crocker Boston, Massachusetts	$54K	-$6K	2	0.01%	Reduced
1233	DSC Duncker Streett & Co St. Louis, Missouri	$53K	-$27.9K	2	0.01%	Reduced
1234	First Horizon Advisors Memphis, Tennessee	$53K	+$19.2K	5	0%	Increased
1235	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$53K	-$38K	1	0.02%	Reduced
1236	TFO Tarbox Family Office Newport Beach, California	$53K	+$4.8K	7	0.01%	Increased
1237	TCTC Holdings Dallas, Texas	$53K	$0	1	0%	Maintained
1238	MMG Monetary Management Group St Louis, Missouri	$52K	$0	2	0.02%	Maintained
1239	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$51K	-$6.19K	7	0.01%	Reduced
1240	CFO CVA Family Office Denver, Colorado	$48K	+$1.47K	1	0.03%	Increased
1241	PCTC Perkins Coie Trust Company Seattle, Washington	$47K	-$15K	2	0.02%	Reduced
1242	Allworth Financial Folsom, California	$46K	-$34K	3	0%	Reduced
1243	DAM Delta Asset Management Memphis, Tennessee	$46K	$0	2	0.01%	Maintained
1244	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$46K	-$674	4	0.85%	Reduced
1245	ADL Asset Dedication LLC San Francisco, California	$44K	-$16.8K	3	0.01%	Reduced
1246	EWA Evolution Wealth Advisors Aventura, Florida	$44K	+$27.2K	4	0.01%	Increased
1247	NIC Northwest Investment Counselors Lake Oswego, Oregon	$44K	+$42.7K	1	0.02%	New
1248	WCG Weaver Consulting Group Huntington Beach, California	$44K	$0	5	0.03%	Maintained
1249	AJ Ashburton (Jersey) St Helier, Jersey	$43K	$0	1	0.02%	Maintained
1250	GWS Glassman Wealth Services Vienna, Virginia	$43K	+$10.9K	6	0.01%	Increased