← 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	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$148K	$0	2	0.07%	Maintained
1427	DWMG DB Wealth Management Group San Diego, California	$148K	$0	2	0.09%	Maintained
1428	FW FirstPurpose Wealth Orem, Utah	$146K	$0	1	0.06%	Maintained
1429	Bank Julius Baer & Co Zurich, Switzerland	$142K	-$10.8K	1	0%	Reduced
1430	CF Centaurus Financial Anaheim, California	$139K	$0	1	0.01%	Maintained
1431	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$139K	$0	2	0.1%	Maintained
1432	ME McIlrath & Eck Arlington, Washington	$134K	-$12.5K	4	0.03%	Reduced
1433	Geneos Wealth Management Englewood, Colorado	$133K	+$29.4K	7	0.01%	Increased
1434	AA Alta Advisers London, United Kingdom	$132K	$0	2	0.08%	Maintained
1435	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$131K	-$273K	2	0%	Reduced
1436	CTA Colonial Trust Advisors Spartanburg, South Carolina	$131K	+$108	6	0.01%	Increased
1437	AWA Aaron Wealth Advisors Chicago, Illinois	$129K	+$114K	1	0.02%	New
1438	ECM Estabrook Capital Management New York	$125K	$0	2	0.02%	Maintained
1439	MCM Manchester Capital Management Manchester, Vermont	$122K	-$316K	8	0.02%	Reduced
1440	TF Tompkins Financial Ithaca, New York	$122K	-$86	4	0.02%	Reduced
1441	HCM Highlander Capital Management Short Hills, New Jersey	$119K	-$1.85K	5	0.05%	Reduced
1442	TC Tacita Capital Toronto, Ontario, Canada	$118K	+$128K	1	0.09%	New
1443	Edmond de Rothschild Holding Chambesy, Switzerland	$116K	-$334K	2	0%	Reduced
1444	GWS Glassman Wealth Services Vienna, Virginia	$115K	-$6.94K	12	0.02%	Reduced
1445	MCF Advisors Covington, Kentucky	$112K	+$4.39K	6	0.01%	Increased
1446	BCM Basso Capital Management Stamford, Connecticut	$111K	+$39.1K	1	0.12%	Increased
1447	Gradient Investments Arden Hills, Minnesota	$110K	-$25.8K	6	0%	Reduced
1448	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$107K	-$81.3K	1	0.03%	Reduced
1449	Salem Investment Counselors Winston Salem, North Carolina	$106K	-$18K	7	0%	Reduced
1450	RTC Riverview Trust Company Vancouver, Washington	$105K	+$29.5K	5	0.09%	Increased