← 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	STA Smith Thornton Advisors Huntsville, Alabama	$229K	+$15.6K	1	0.14%	Increased
1402	AGP Autumn Glory Partners Dallas, Texas	$229K	$0	1	0.11%	Maintained
1403	BMC Beaton Management Company Haverhill, Massachusetts	$229K	+$236K	1	0.12%	New
1404	AAM Aureus Asset Management Boston, Massachusetts	$229K	$0	1	0.02%	Maintained
1405	CG Clarus Group Houston, Texas	$228K	+$9.13K	1	0.09%	Increased
1406	FW FullCircle Wealth Dallas, Texas	$227K	+$226K	1	0.09%	New
1407	RFG Advisory Birmingham, Alabama	$226K	$0	1	0.01%	Maintained
1408	EC Enhancing Capital Harrisburg, Pennsylvania	$226K	$0	1	0.18%	Maintained
1409	FFP FourThought Financial Partners Venice, Florida	$224K	$0	1	0.02%	Maintained
1410	PP Paloma Partners Greenwich, Connecticut	$224K	-$8.76M	1	0.03%	Reduced
1411	HIA Harbor Investment Advisory Lutherville, Maryland	$224K	-$10.7K	6	0.02%	Reduced
1412	CH Cromwell Holdings Jackson, Wyoming	$224K	-$5.78K	7	0.14%	Reduced
1413	CIS Connors Investor Services Wyomissing, Pennsylvania	$224K	$0	1	0.02%	Maintained
1414	FSA Franklin Street Advisors Chapel Hill, North Carolina	$222K	$0	1	0.02%	Maintained
1415	Haverford Trust Company Radnor, Pennsylvania	$222K	$0	1	0%	Maintained
1416	Welch Group Birmingham, Alabama	$221K	$0	1	0.01%	Maintained
1417	SA Strategic Advocates Logan, Utah	$221K	+$1.26K	1	0.08%	Increased
1418	LIM Longfellow Investment Management Boston, Massachusetts	$221K	$0	2	0.05%	Maintained
1419	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$221K	+$214K	1	0.1%	New
1420	SA SRN Advisors Huntingdon Valley, Pennsylvania	$221K	$0	1	0.25%	Maintained
1421	AIA Arbor Investment Advisors Winston Salem, North Carolina	$220K	$0	1	0.03%	Maintained
1422	GL Graypoint LLC Albany, New York	$218K	-$1.17K	1	0.01%	Reduced
1423	FCG Fielder Capital Group Nashville, Tennessee	$217K	-$250K	1	0.06%	Reduced
1424	SRC Sage Rhino Capital Menlo Park, California	$217K	$0	1	0.05%	Maintained
1425	Kingswood Wealth Advisors San Diego, California	$217K	-$14.2K	1	0.02%	Reduced