← 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
576	LPL Financial San Diego, California	$2.43M	-$17K	5	0.02%	Reduced
577	Prelude Capital Management New York	$2.36M	-$335K	4	0.29%	Reduced
578	Chickasaw Capital Management Memphis, Tennessee	$2.36M	$0	1	0.05%	Maintained
579	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.33M	+$18.9K	2	1.31%	Increased
580	Pitcairn Conshohocken, Pennsylvania	$2.32M	-$505K	3	0.29%	Reduced
581	Advisor Group Phoenix, Arizona	$2.32M	+$434K	10	0.05%	Increased
582	CWM Concert Wealth Management San Jose, California	$2.24M	-$1.05M	2	0.5%	Reduced
583	FFC First Financial Corp Terre Haute, Indiana	$2.24M	+$26.5K	2	1.33%	Increased
584	DTL Dynamic Technology Lab Singapore	$2.22M	-$2.66M	3	0.6%	Reduced
585	BAS Brown Advisory Securities Baltimore, Maryland	$2.21M	+$167K	1	0.6%	Increased
586	Lowe Brockenbrough & Co Richmond, Virginia	$2.19M	+$68.8K	2	0.37%	Increased
587	HA Hamel Associates Chatham, New Jersey	$2.19M	$0	1	1.13%	Maintained
588	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.18M	-$357K	2	0.09%	Reduced
589	Telos Capital Management San Diego, California	$2.18M	+$83.2K	1	0.97%	Increased
590	Bank of Nova Scotia Toronto, Ontario, Canada	$2.17M	-$10.6M	4	0.01%	Reduced
591	Nine Masts Capital Central, Hong Kong	$2.16M	+$362K	1	0.44%	Increased
592	Alpha Capital Management Austin, Texas	$2.11M	-$7.84K	1	1.45%	Reduced
593	AIM Alambic Investment Management Belvedere, California	$2.08M	+$759K	3	0.37%	Increased
594	Tower Research Capital (TRC) New York	$2.07M	+$956K	11	0.22%	Increased
595	Private Trust Company Cleveland, Ohio	$2.07M	+$264K	2	0.49%	Increased
596	Financial Engines Advisors Santa Clara, California	$2.06M	-$300K	1	0.14%	Reduced
597	IFP Advisors Tampa, Florida	$2.05M	+$323K	11	0.1%	Increased
598	DCM Dynamic Capital Management St. Helier, Jersey	$2.05M	-$3.15M	1	0.22%	Reduced
599	Capital Investment Advisors Atlanta, Georgia	$2.04M	+$18.1K	1	0.17%	Increased
600	LaFleur & Godfrey Grand Rapids, Michigan	$2M	+$1.71M	1	0.56%	Increased