← 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	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$253K	-$150K	1	0.15%	Reduced
1352	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$252K	+$4.83K	4	0.06%	Increased
1353	Rathbones Group Liverpool, United Kingdom	$251K	+$230K	1	0%	New
1354	MAP Moody Aldrich Partners Marblehead, Massachusetts	$250K	-$3.56M	1	0.05%	Reduced
1355	AAM Aureus Asset Management Boston, Massachusetts	$249K	+$228K	1	0.02%	New
1356	PA Pineridge Advisors St. Charles, Missouri	$248K	-$27K	3	0.09%	Reduced
1357	ACA Arena Capital Advisors Los Angeles, California	$246K	$0	1	0.27%	Maintained
1358	DWM Dopkins Wealth Management Williamsville, New York	$246K	$0	1	0.2%	Maintained
1359	Ferguson Wellman Capital Management Portland, Oregon	$246K	-$18.5K	1	0%	Reduced
1360	PAA Peregrine Asset Advisers Portland, Oregon	$246K	$0	1	0.08%	Maintained
1361	VCM Vivaldi Capital Management Chicago, Illinois	$246K	-$583	1	0.07%	Reduced
1362	CA CV Advisors Aventura, Florida	$245K	$0	1	0.12%	Maintained
1363	CIS Connors Investor Services Wyomissing, Pennsylvania	$244K	+$223K	1	0.02%	New
1364	Kingswood Wealth Advisors San Diego, California	$244K	+$10.2K	1	0.02%	Increased
1365	WAM Weatherly Asset Management Del Mar, California	$243K	-$11.9K	1	0.02%	Reduced
1366	MIM Morningstar Investment Management Chicago, Illinois	$242K	+$2.12K	1	0.02%	Increased
1367	SA SL Advisors Westfield, New Jersey	$242K	+$73.2K	2	0.44%	Increased
1368	Procyon Advisors Shelton, Connecticut	$242K	-$382K	1	0.02%	Reduced
1369	PIA Panoramic Investment Advisors Denver, Colorado	$241K	+$218K	1	0.17%	New
1370	CPA Capital Performance Advisors Walnut Creek, California	$241K	+$210K	17	0.07%	New
1371	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$241K	+$241K	1	0.19%	New
1372	CA Cullinan Associates Louisville, Kentucky	$240K	-$447K	1	0.01%	Reduced
1373	FPCP Fort Point Capital Partners San Francisco, California	$239K	+$3K	1	0.03%	Increased
1374	MA MBA Advisors Hermitage, Pennsylvania	$239K	-$19K	1	0.11%	Reduced
1375	Liontrust Investment Partners London, United Kingdom	$236K	$0	1	0%	Maintained