← 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
1451	AP Arlington Partners Birmingham, Alabama	$167K	+$18.9K	3	0.03%	Increased
1452	Geneos Wealth Management Englewood, Colorado	$166K	-$7.95K	6	0.01%	Reduced
1453	AWM Avaii Wealth Management Appleton, Wisconsin	$165K	+$193K	1	0.15%	New
1454	Gradient Investments Arden Hills, Minnesota	$165K	-$906	5	0.01%	Reduced
1455	CBA Coastal Bridge Advisors Westport, Connecticut	$160K	+$40.1K	1	0.05%	Increased
1456	Montag & Associates Atlanta, Georgia	$158K	+$107K	3	0.01%	Increased
1457	DAC Dividend Assets Capital Ridgeland, South Carolina	$156K	+$62.3K	3	0.03%	Increased
1458	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$155K	+$47.9K	2	0%	Increased
1459	CFD Creative Financial Designs Kokomo, Indiana	$151K	-$3.93K	6	0.02%	Reduced
1460	TCI Wealth Advisors Tucson, Arizona	$150K	-$14K	14	0.02%	Reduced
1461	TF Tompkins Financial Ithaca, New York	$146K	+$14.9K	4	0.02%	Increased
1462	Baker Avenue Asset Management San Francisco, California	$145K	+$139K	9	0.01%	New
1463	SC Schubert & Co Mckinney, Texas	$144K	-$18.5K	13	0.13%	Reduced
1464	Close Asset Management London, United Kingdom	$139K	-$23.9K	1	0.01%	Reduced
1465	NAM Nexpoint Asset Management Dallas, Texas	$139K	+$104K	1	0.01%	New
1466	VCM Versant Capital Management Phoenix, Arizona	$137K	+$10.4K	11	0.05%	Increased
1467	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$136K	+$39.9K	1	0.11%	Increased
1468	WSCM Wellington Shields Capital Management New York	$135K	$0	2	0.02%	Maintained
1469	HFM Hartford Financial Management Hartford, Connecticut	$131K	$0	3	0.03%	Maintained
1470	MAM Marquette Asset Management Minneapolis, Minnesota	$131K	$0	1	0.04%	Maintained
1471	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$124K	$0	2	0%	Maintained
1472	CA Crewe Advisors Salt Lake City, Utah	$122K	-$31.3K	6	0.02%	Reduced
1473	BC Burleson & Co Petaluma, California	$121K	+$36	3	0.03%	Increased
1474	CT Colonial Trust Spartanburg, South Carolina	$121K	+$121K	4	0.03%	New
1475	TFA Transamerica Financial Advisors St. Petersburg, Florida	$121K	+$14.2K	2	0.02%	Increased