← 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
1426	SBL Sargent Bickham Lagudis Boulder, Colorado	$207K	$0	6	0.02%	Maintained
1427	DWMG DB Wealth Management Group San Diego, California	$206K	+$717	2	0.13%	Increased
1428	IA Inspire Advisors Meridian, Idaho	$205K	+$15.6K	1	0.05%	Increased
1429	AWM Aries Wealth Management Portland, Maine	$205K	+$192K	1	0.09%	New
1430	Wealthspire Advisors (New York) New York	$202K	+$189K	1	0%	New
1431	JE JMAC Enterprises Newtown, Pennsylvania	$202K	$0	1	0.06%	Maintained
1432	Thompson Siegel & Walmsley Richmond, Virginia	$202K	-$7.14M	2	0%	Reduced
1433	UCI Uncommon Cents Investing Janesville, Wisconsin	$202K	+$181K	1	0.07%	New
1434	MA Mutual Advisors Omaha, Nebraska	$202K	+$189K	1	0.01%	New
1435	Lincoln National Corp Radnor, Pennsylvania	$201K	+$188K	1	0%	New
1436	Blue Trust Inc Alpharetta, Georgia	$197K	+$85.9K	13	0%	Increased
1437	SSB Sandy Spring Bank Olney, Maryland	$192K	+$21.1K	7	0.01%	Increased
1438	BMC Benin Management Corp Wilton, Connecticut	$187K	$0	1	0.08%	Maintained
1439	AA Alta Advisers London, United Kingdom	$185K	$0	2	0.11%	Maintained
1440	TCOV Trust Company of Vermont Brattleboro, Vermont	$183K	-$15.2K	4	0.01%	Reduced
1441	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$182K	$0	2	0.08%	Maintained
1442	BIA Bell Investment Advisors Oakland, California	$182K	+$6.67K	12	0.05%	Increased
1443	CTA Colonial Trust Advisors Spartanburg, South Carolina	$178K	+$177K	6	0.02%	New
1444	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$178K	$0	1	0.02%	Maintained
1445	CF Centaurus Financial Anaheim, California	$176K	-$41.8K	1	0.02%	Reduced
1446	One Capital Management Westlake Village, California	$171K	$0	1	0.01%	Maintained
1447	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$169K	-$7.71K	1	0.06%	Reduced
1448	TIM Timelo Investment Management Aurora, Ontario, Canada	$169K	+$160K	1	0.12%	New
1449	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$168K	+$12.7K	1	0%	Increased
1450	PCM Poehling Capital Management Madison, Wisconsin	$167K	+$4.01K	1	0.06%	Increased