← 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
701	Jones Financial Companies Des Peres, Missouri	$3.19M	+$909K	16	0%	Increased
702	Centiva Capital New York	$3.19M	-$9.27M	6	0.07%	Reduced
703	LCM Logan Capital Management Newtown Square, Pennsylvania	$3.17M	-$227K	2	0.13%	Reduced
704	Equitable Holdings New York	$3.17M	-$312K	2	0.03%	Reduced
705	Natixis Paris, France	$3.16M	+$1.62M	2	0.02%	Increased
706	ITC Inspire Trust Company Reno, Nevada	$3.14M	+$778K	1	0.8%	Increased
707	KIC Keating Investment Counselors Delray Beach, Florida	$3.13M	+$478K	1	0.98%	Increased
708	United Capital Financial Advisors Irving, Texas	$3.12M	+$45.2K	5	0.03%	Increased
709	BCM Beryl Capital Management Redondo Beach, California	$3.08M	+$3.44M	1	0.7%	New
710	QP Quartz Partners Saratoga Springs, New York	$3.07M	+$157K	1	1.87%	Increased
711	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$3.03M	-$441K	1	0.7%	Reduced
712	Vontobel Holding Zurich, Switzerland	$3.02M	-$813K	5	0.01%	Reduced
713	EWM Executive Wealth Management Brighton, Michigan	$3.01M	-$133K	1	0.24%	Reduced
714	First Citizens Bank & Trust Raleigh, North Carolina	$3M	-$299K	1	0.06%	Reduced
715	CEI Clark Estates Inc New York	$3M	-$289K	1	0.58%	Reduced
716	CP Cumberland Partners Toronto, Ontario, Canada	$2.97M	+$2.65M	1	0.21%	Increased
717	PFA Peak Financial Advisors Denver, Colorado	$2.97M	+$3.13M	1	1.55%	New
718	AWP Ascent Wealth Partners New Hartford, New York	$2.95M	-$9.63K	1	0.4%	Reduced
719	First National Bank of Omaha Omaha, Nebraska	$2.9M	-$185K	1	0.19%	Reduced
720	Kestra Private Wealth Services Austin, Texas	$2.9M	+$1.07M	2	0.05%	Increased
721	N Numerai San Francisco, California	$2.89M	+$2.11M	2	0.79%	Increased
722	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$2.88M	+$102K	1	0.94%	Increased
723	Caxton Associates (New York) New York	$2.87M	+$833K	2	0.09%	Increased
724	EEL Expect Equity LLC Pikesville, Maryland	$2.87M	+$3.2M	1	3%	New
725	Integrated Wealth Concepts Waltham, Massachusetts	$2.85M	-$203K	5	0.03%	Reduced