← 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
801	GJIC Gamble Jones Investment Counsel Pasadena, California	$462K	-$26.1K	1	0.05%	Reduced
802	NC NewSquare Capital Newtown Square, Pennsylvania	$458K	$0	1	0.14%	Maintained
803	Carnegie Investment Counsel Pepper Pike, Ohio	$456K	$0	1	0.08%	Maintained
804	GAM Griffin Asset Management New York	$443K	+$51.6K	1	0.18%	Increased
805	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$441K	+$8.75K	1	0.76%	Increased
806	DSC Duncker Streett & Co St. Louis, Missouri	$440K	-$80.7K	3	0.17%	Reduced
807	Rathbones Group Liverpool, United Kingdom	$439K	$0	1	0.03%	Maintained
808	CC Cadinha & Co Honolulu, Hawaii	$429K	$0	1	0.1%	Maintained
809	MAI Capital Management Independence, Ohio	$429K	$0	1	0.03%	Maintained
810	MBT Monroe Bank & Trust Monroe, Michigan	$429K	$0	1	0.16%	Maintained
811	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$428K	$0	1	0.04%	Maintained
812	SCM Schnieders Capital Management Pasadena, California	$425K	-$329K	1	0.29%	Reduced
813	TCOTO Trust Company of the Ozarks Springfield, Missouri	$416K	-$7.08K	1	0.14%	Reduced
814	Swiss Life Asset Management Zurich,	$413K	+$440K	1	0.02%	New
815	GWM Gupta Wealth Management San Diego, California	$412K	-$4.63K	4	0.1%	Reduced
816	One Capital Management Westlake Village, California	$409K	$0	1	0.15%	Maintained
817	RCYC Richard C. Young & Co Newport, Rhode Island	$409K	+$206K	1	0.1%	Increased
818	OIM Opus Investment Management Worcester, Massachusetts	$405K	$0	1	0.08%	Maintained
819	MAM Mizuho Asset Management Tokyo, Japan	$400K	+$73.3K	3	0.09%	Increased
820	Zacks Investment Management Chicago, Illinois	$395K	+$424K	1	0.01%	New
821	Synovus Financial Columbus, Georgia	$394K	$0	1	0.01%	Maintained
822	Tower Research Capital (TRC) New York	$394K	+$104K	6	0.04%	Increased
823	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$392K	$0	1	0.06%	Maintained
824	GHA GW Henssler & Associates Kennesaw, Georgia	$376K	-$7.35K	1	0.04%	Reduced
825	VFS VSR Financial Services Overland Park, Kansas	$375K	-$247K	1	0.04%	Reduced