← 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
1476	AI AXS Investments Port Chester, New York	$118K	+$125K	1	0.04%	New
1477	ME McIlrath & Eck Arlington, Washington	$117K	+$5.38K	4	0.03%	Increased
1478	FA Fortis Advisors Wayne, Pennsylvania	$116K	$0	1	0.09%	Maintained
1479	JIR James Investment Research Alpha, Ohio	$116K	-$171K	4	0.02%	Reduced
1480	MCF Advisors Covington, Kentucky	$114K	+$1.67K	6	0.01%	Increased
1481	FCA Fortis Capital Advisors Prairie Village, Kansas	$113K	+$127K	2	0.07%	New
1482	CJL Cyrus J. Lawrence New York	$112K	$0	2	0.03%	Maintained
1483	Jones Financial Companies Des Peres, Missouri	$112K	+$17.3K	3	0%	Increased
1484	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$111K	+$83.1K	1	0.09%	New
1485	ACA Atlas Capital Advisors Jackson, Wyoming	$111K	+$41.2K	4	0.02%	Increased
1486	GPI General Partner Inc Pittsburgh, Pennsylvania	$109K	+$110K	3	0.1%	New
1487	VCM Vigilant Capital Management Portland, Maine	$109K	-$14.4K	3	0.01%	Reduced
1488	U.S. Capital Wealth Advisors Austin, Texas	$108K	+$104K	4	0.01%	New
1489	FHA Flagship Harbor Advisors Boston, Massachusetts	$106K	-$601	1	0.01%	Reduced
1490	SM Sabby Management Miami Beach, Florida	$106K	+$168K	1	0.09%	New
1491	HCM Highlander Capital Management Short Hills, New Jersey	$105K	-$2.29K	4	0.05%	Reduced
1492	AAG Armstrong Advisory Group Needham, Massachusetts	$102K	+$96.7K	4	0.01%	New
1493	PGAM Princeton Global Asset Management Princeton, New Jersey	$101K	$0	3	0.03%	Maintained
1494	ECM Estabrook Capital Management New York	$99K	$0	2	0.02%	Maintained
1495	CIC Canal Insurance Company Greenville, South Carolina	$97K	$0	1	0.03%	Maintained
1496	SWM Sugarloaf Wealth Management Duluth, Georgia	$96.9K	-$1K	5	0.02%	Reduced
1497	RIA Regal Investment Advisors Kentwood, Michigan	$96.5K	+$16.4K	1	0.01%	Increased
1498	Capital Analysts LLC Fort Washington, Pennsylvania	$96K	-$50.8K	3	0.01%	Reduced
1499	GWS Glassman Wealth Services Vienna, Virginia	$94K	-$743	11	0.02%	Reduced
1500	Giverny Capital Montreal, Quebec, Canada	$91K	$0	1	0.01%	Maintained