← 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
1501	VFA Values First Advisors Gray, Tennessee	$118K	+$127K	2	0.07%	New
1502	FA Fortis Advisors Wayne, Pennsylvania	$113K	$0	1	0.07%	Maintained
1503	Flagship Harbor Advisors Boston, Massachusetts	$111K	-$1.84K	1	0.01%	Reduced
1504	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$111K	$0	1	0.08%	Maintained
1505	AI AXS Investments Port Chester, New York	$111K	-$13.5K	1	0.04%	Reduced
1506	CIC Canal Insurance Company Greenville, South Carolina	$108K	$0	1	0.03%	Maintained
1507	Estabrook Capital Management New York	$108K	$0	2	0.02%	Maintained
1508	Salem Investment Counselors Winston Salem, North Carolina	$107K	+$16.7K	7	0%	Increased
1509	Kapitalo Investimentos Sao Paulo, Brazil	$106K	+$114K	2	0.03%	New
1510	Princeton Global Asset Management Princeton, New Jersey	$105K	-$199	3	0.03%	Reduced
1511	CJL Cyrus J. Lawrence New York	$103K	-$18K	1	0.03%	Reduced
1512	SWM Sugarloaf Wealth Management Duluth, Georgia	$102K	$0	5	0.03%	Maintained
1513	Vigilant Capital Management Portland, Maine	$102K	-$5K	2	0.01%	Reduced
1514	Chilton Capital Management Houston, Texas	$101K	+$96.4K	2	0.01%	New
1515	Armstrong Advisory Group Needham, Massachusetts	$99.1K	-$85	4	0.01%	Reduced
1516	Advisory Research Chicago, Illinois	$98.1K	-$1.1M	1	0.02%	Reduced
1517	Capital Analysts LLC Fort Washington, Pennsylvania	$97K	-$6.47K	3	0.01%	Reduced
1518	Crewe Advisors Salt Lake City, Utah	$95.5K	-$35.9K	3	0.01%	Reduced
1519	Atwood & Palmer Kansas City, Missouri	$93.8K	-$312	3	0.01%	Reduced
1520	AIM Arcadia Investment Management Kalamazoo, Michigan	$90.6K	+$38.1K	2	0.02%	Increased
1521	Capital Advisors Ltd Shaker Heights, Ohio	$90K	+$22.3K	11	0.01%	Increased
1522	NHT New Hampshire Trust Concord, New Hampshire	$87.4K	$0	3	0.02%	Maintained
1523	NIC Northwest Investment Counselors Lake Oswego, Oregon	$86.7K	-$8.23K	2	0.02%	Reduced
1524	EBA Eagle Bay Advisors New York	$86.2K	+$8K	5	0.05%	Increased
1525	Newbridge Financial Services Group Boca Raton, Florida	$85.8K	+$38.3K	5	0.05%	Increased