← 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	SCM Schnieders Capital Management Pasadena, California	$265K	-$12.2K	1	0.07%	Reduced
1227	FA Fiducient Advisors Chicago, Illinois	$262K	$0	1	0.08%	Maintained
1228	AWM Altium Wealth Management Purchase, New York	$261K	+$251K	1	0.02%	New
1229	Dynamic Advisor Solutions Phoenix, Arizona	$260K	-$24.1K	1	0.02%	Reduced
1230	Ferguson Wellman Capital Management Portland, Oregon	$260K	$0	1	0.01%	Maintained
1231	PCM Palouse Capital Management Spokane, Washington	$260K	-$30.3K	1	0.11%	Reduced
1232	RiverFront Investment Group Richmond, Virginia	$260K	-$8.99K	1	0.01%	Reduced
1233	CCM Canal Capital Management Richmond, Virginia	$259K	$0	1	0.07%	Maintained
1234	FCA FinTrust Capital Advisors Greenville, South Carolina	$259K	-$48K	6	0.07%	Reduced
1235	DWMG DB Wealth Management Group San Diego, California	$257K	$0	2	0.16%	Maintained
1236	Western Wealth Management Golden, Colorado	$256K	+$47.8K	1	0.03%	Increased
1237	SB Simmons Bank Pine Bluff, Arkansas	$255K	+$26.8K	1	0.02%	Increased
1238	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$254K	$0	1	0.11%	Maintained
1239	WFI West Family Investments Carlsbad, California	$254K	+$244K	1	0.07%	New
1240	PCM Poehling Capital Management Madison, Wisconsin	$253K	+$240K	1	0.08%	New
1241	ICM Islay Capital Management Lubbock, Texas	$252K	-$399K	2	0.2%	Reduced
1242	APP Alpha Paradigm Partners Chicago, Illinois	$251K	+$68.2K	2	0.09%	Increased
1243	Northeast Financial Consultants Westport, Connecticut	$251K	$0	1	0.02%	Maintained
1244	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$250K	$0	1	0.03%	Maintained
1245	KIA KCM Investment Advisors Greenbrae, California	$250K	-$28.4K	1	0.01%	Reduced
1246	OC Oakworth Capital Birmingham, Alabama	$250K	-$2.54K	2	0.02%	Reduced
1247	AIA Group Hong Kong	$249K	+$206K	1	0.02%	New
1248	AMG National Trust Bank Greenwood Village, Colorado	$248K	$0	1	0.01%	Maintained
1249	CIS Connors Investor Services Wyomissing, Pennsylvania	$247K	-$63.1K	1	0.03%	Reduced
1250	AGF Investments Inc Toronto, Ontario, Canada	$246K	-$135K	2	0%	Reduced