← 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
1401	JCP JB Capital Partners Armonk, New York	$170K	+$202K	1	0.04%	New
1402	MAM Marquette Asset Management Minneapolis, Minnesota	$164K	$0	1	0.03%	Maintained
1403	VF Virtu Financial New York	$163K	-$972K	1	0.02%	Reduced
1404	Allworth Financial Folsom, California	$161K	+$8.15K	5	0%	Increased
1405	HWM Hohimer Wealth Management Seattle, Washington	$161K	+$179K	1	0.03%	New
1406	BIA Bell Investment Advisors Oakland, California	$154K	+$6.65K	11	0.04%	Increased
1407	TCI Wealth Advisors Tucson, Arizona	$154K	+$2.74K	9	0.02%	Increased
1408	ECM Estabrook Capital Management New York	$151K	+$142K	1	0.02%	New
1409	Salem Investment Counselors Winston Salem, North Carolina	$150K	+$5.7K	6	0.01%	Increased
1410	SM SG3 Management Dorado, Puerto Rico	$148K	+$223K	1	0%	New
1411	Confluence Wealth Services Mcmurray, Pennsylvania	$144K	+$144K	6	0.05%	New
1412	CFD Creative Financial Designs Kokomo, Indiana	$144K	-$18.5K	4	0.02%	Reduced
1413	GWSG GPS Wealth Strategies Group Centennial, Colorado	$143K	+$11.3K	6	0.03%	Increased
1414	ED Exane Derivatives Paris, France	$136K	-$36.4K	3	0.03%	Reduced
1415	EBA Eagle Bay Advisors New York	$135K	-$71.2K	4	0.09%	Reduced
1416	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$132K	$0	1	0.06%	Maintained
1417	GAM Gemmer Asset Management Walnut Creek, California	$131K	-$3.12K	6	0.02%	Reduced
1418	TI Truehand Inc Strafford, New Hampshire	$130K	$0	1	0.08%	Maintained
1419	Gradient Investments Arden Hills, Minnesota	$126K	+$7.44K	4	0%	Increased
1420	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$126K	+$119K	2	0.1%	New
1421	HCM Highlander Capital Management Short Hills, New Jersey	$123K	-$4.79K	2	0.06%	Reduced
1422	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$123K	+$22.7K	7	0.03%	Increased
1423	Brown Brothers Harriman & Co New York	$121K	-$30.2K	5	0%	Reduced
1424	Simon Quick Advisors Morristown, New Jersey	$121K	+$92.3K	2	0.03%	Increased
1425	CFA Carroll Financial Associates Charlotte, North Carolina	$120K	-$15.5K	4	0.01%	Reduced