← 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
1351	KA Kercheville Advisors San Antonio, Texas	$87K	$0	1	0.04%	Maintained
1352	MCF Advisors Covington, Kentucky	$85K	$0	2	0.01%	Maintained
1353	Simon Quick Advisors Morristown, New Jersey	$83K	$0	2	0.02%	Maintained
1354	FPFS First Personal Financial Services Charlotte, North Carolina	$82K	$0	2	0.02%	Maintained
1355	HR Howe & Rusling Rochester, New York	$80K	-$3.22K	3	0.01%	Reduced
1356	DWA Dorsey Wright & Associates Pasadena, California	$79K	-$2.29K	2	0.02%	Reduced
1357	VCM Versant Capital Management Phoenix, Arizona	$78K	-$77.5K	8	0.03%	Reduced
1358	GWS Glassman Wealth Services Vienna, Virginia	$77K	+$6.54K	8	0.02%	Increased
1359	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$75K	-$2K	8	0.01%	Reduced
1360	WWM Wolff Wiese Magana Carslbad, California	$75K	-$126K	1	0.05%	Reduced
1361	DSC Duncker Streett & Co St. Louis, Missouri	$74K	$0	2	0.01%	Maintained
1362	TCM Tradewinds Capital Management Bellingham, Washington	$74K	$0	3	0.01%	Maintained
1363	PVH Psagot Value Holdings Tel Aviv, Israel	$73K	+$75.3K	1	0%	New
1364	BWP Baldwin Wealth Partners Marion, Massachusetts	$71K	+$51.2K	3	0.01%	Increased
1365	SC Sierra Capital Miami, Florida	$71K	$0	1	0.01%	Maintained
1366	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$70K	+$63.6K	3	0.01%	Increased
1367	UFF USA Financial Formulas Ada, Michigan	$70K	-$143K	1	0.06%	Reduced
1368	ME McIlrath & Eck Arlington, Washington	$69K	+$14.4K	2	0.02%	Increased
1369	TLCM Twin Lakes Capital Management Redwood Shores, California	$68K	+$75	3	0.04%	Increased
1370	AIM Arcadia Investment Management Kalamazoo, Michigan	$66K	+$58.3K	1	0.01%	Increased
1371	DAC Dividend Assets Capital Ridgeland, South Carolina	$66K	$0	2	0.01%	Maintained
1372	TFO Tarbox Family Office Newport Beach, California	$65K	$0	6	0.01%	Maintained
1373	First Horizon Advisors Memphis, Tennessee	$64K	-$17K	4	0%	Reduced
1374	WPC White Pine Capital Bloomington, Minnesota	$64K	-$14.8K	1	0.02%	Reduced
1375	SC Skylands Capital Milwaukee, Wisconsin	$63K	+$60.8K	1	0.01%	New