← 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	SIM Sandia Investment Management Boston, Massachusetts	$97K	+$113K	1	0.01%	New
1402	AP Atwood & Palmer Kansas City, Missouri	$96K	-$7.11K	3	0.01%	Reduced
1403	Giverny Capital Montreal, Quebec, Canada	$95K	$0	1	0.01%	Maintained
1404	MCF Advisors Covington, Kentucky	$94K	+$8.38K	6	0.01%	Increased
1405	ME McIlrath & Eck Arlington, Washington	$94K	-$6.8K	3	0.03%	Reduced
1406	NR Newfound Research Wellesley Hills, Massachusetts	$93K	-$13K	2	0.23%	Reduced
1407	SWM Sugarloaf Wealth Management Duluth, Georgia	$92K	+$612	6	0.02%	Increased
1408	GWS Glassman Wealth Services Vienna, Virginia	$91K	+$15.8K	13	0.02%	Increased
1409	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$90K	-$172K	1	0.09%	Reduced
1410	CL COWA LLC Tulsa, Oklahoma	$89K	+$100K	1	0.06%	New
1411	CJL Cyrus J. Lawrence New York	$89K	$0	2	0.02%	Maintained
1412	TFA Transamerica Financial Advisors St. Petersburg, Florida	$89K	+$6.83K	2	0.01%	Increased
1413	NIC Northwest Investment Counselors Lake Oswego, Oregon	$88K	-$15.4K	2	0.03%	Reduced
1414	PGAM Princeton Global Asset Management Princeton, New Jersey	$86K	$0	3	0.03%	Maintained
1415	BWA BDO Wealth Advisors Jacksonville, Florida	$83K	+$12.3K	7	0.01%	Increased
1416	RIA Regal Investment Advisors Kentwood, Michigan	$82K	+$1.21K	1	0.01%	Increased
1417	DAC Dividend Assets Capital Ridgeland, South Carolina	$81K	-$2.66K	3	0.02%	Reduced
1418	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$81K	+$101K	1	0.06%	New
1419	Jones Financial Companies Des Peres, Missouri	$80K	-$50.8K	2	0%	Reduced
1420	SC Stephens Consulting Flint, Michigan	$78.1K	$0	4	0.07%	Maintained
1421	CAL Capital Advisors Ltd Shaker Heights, Ohio	$77K	+$14.3K	7	0.02%	Increased
1422	Bartlett & Co Cincinnati, Ohio	$72K	-$54K	4	0%	Reduced
1423	CT Cambridge Trust Cambridge, Massachusetts	$72K	-$6.35K	6	0%	Reduced
1424	Bartlett & Co Wealth Management Cincinnati, Ohio	$71.5K	-$53.6K	4	0%	Reduced
1425	DSC Duncker Streett & Co St. Louis, Missouri	$71K	-$59	3	0.02%	Reduced