← 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	TFA Toth Financial Advisory Leesburg, Virginia	$232K	+$239	2	0.04%	Increased
1227	LJAC L.J. Altfest & Co New York	$231K	+$13.9K	1	0.05%	Increased
1228	CCM Canal Capital Management Richmond, Virginia	$230K	-$45.6K	1	0.08%	Reduced
1229	GHA GW Henssler & Associates Kennesaw, Georgia	$230K	$0	1	0.02%	Maintained
1230	First Citizens Bank & Trust Raleigh, North Carolina	$229K	-$239	1	0.01%	Reduced
1231	TCM Traynor Capital Management Malvern, Pennsylvania	$229K	$0	1	0.04%	Maintained
1232	Clearstead Advisors Cleveland, Ohio	$228K	-$10K	3	0.02%	Reduced
1233	TAM Trust Asset Management Houston, Texas	$228K	+$41.7K	1	0.03%	Increased
1234	CAM Concorde Asset Management Ann Arbor, Michigan	$227K	+$233K	1	0.13%	New
1235	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$226K	+$188K	1	0.1%	New
1236	BCA Berman Capital Advisors Atlanta, Georgia	$225K	+$76.2K	11	0.05%	Increased
1237	Tocqueville Asset Management New York	$224K	-$17.7K	1	0%	Reduced
1238	JF JSF Financial Los Angeles, California	$221K	+$4.61K	1	0.14%	Increased
1239	AIP Ahrens Investment Partners Lafayette, Louisiana	$218K	+$205K	1	0.11%	New
1240	NEAM New England Asset Management Farmington, Connecticut	$218K	+$205K	1	0%	New
1241	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$217K	$0	1	0.06%	Maintained
1242	GCIA Gabelli & Co Investment Advisers Rye, New York	$216K	+$222K	1	0.03%	New
1243	Cetera Advisors Denver, Colorado	$214K	+$221K	1	0.01%	New
1244	FSC Full Sail Capital Oklahoma City, Oklahoma	$214K	$0	1	0.02%	Maintained
1245	Heritage Investors Management Corp Bethesda, Maryland	$214K	-$20.3K	1	0.01%	Reduced
1246	Western Wealth Management Golden, Colorado	$214K	+$201K	1	0.03%	New
1247	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$213K	+$148K	1	0.12%	Increased
1248	NIM NuWave Investment Management Parsippany, New Jersey	$213K	+$133K	1	0.27%	Increased
1249	Empirical Wealth Management Seattle, Washington	$212K	+$219K	1	0.02%	New
1250	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$212K	+$219K	1	0.78%	New