← 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
826	One Capital Management Westlake Village, California	$439K	$0	1	0.15%	Maintained
827	FPB First PREMIER Bank Sioux Falls, South Dakota	$435K	+$424K	1	0.37%	New
828	JAM JW Asset Management Miami Beach, Florida	$431K	+$356K	1	0.16%	New
829	Capital Advisors Inc Tulsa, Oklahoma	$430K	+$418K	1	0.08%	New
830	IndexIQ Advisors New York	$424K	+$187K	1	0.03%	Increased
831	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$422K	+$32.8K	1	0.04%	Increased
832	DSC Duncker Streett & Co St. Louis, Missouri	$421K	-$39.2K	3	0.16%	Reduced
833	O'Shaughnessy Asset Management Stamford, Connecticut	$418K	-$141K	4	0.01%	Reduced
834	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$415K	-$63.6K	1	0.11%	Reduced
835	LMR Partners London, United Kingdom	$414K	-$1.24M	1	0.13%	Reduced
836	Rathbones Group Liverpool, United Kingdom	$410K	$0	1	0.03%	Maintained
837	FG Fiduciary Group Savannah, Georgia	$407K	-$120K	1	0.12%	Reduced
838	WEC Winslow Evans & Crocker Boston, Massachusetts	$404K	+$328K	5	0.12%	Increased
839	MAI Capital Management Independence, Ohio	$387K	-$28.1K	1	0.03%	Reduced
840	Todd Asset Management Louisville, Kentucky	$387K	+$107K	1	0.01%	Increased
841	WA WBH Advisory Baltimore, Maryland	$385K	$0	1	0.13%	Maintained
842	VNA VNBTrust National Association Charlottesville, Virginia	$378K	+$106K	1	0.21%	Increased
843	LPT Legacy Private Trust Neenah, Wisconsin	$371K	-$10.3K	1	0.06%	Reduced
844	BAM Bruderman Asset Management Locust Valley, New York	$369K	+$30.6K	3	0.14%	Increased
845	VFS VSR Financial Services Overland Park, Kansas	$369K	-$20.7K	1	0.04%	Reduced
846	Brinker Capital Berwyn, Pennsylvania	$366K	+$384K	1	0.03%	New
847	TSS Two Sigma Securities New York	$363K	+$376K	1	0.44%	New
848	CCM Canal Capital Management Richmond, Virginia	$361K	$0	1	0.33%	Maintained
849	CCS Crosspoint Capital Strategies Orinda, California	$357K	-$435K	3	0.09%	Reduced
850	NAM NorthCoast Asset Management Greenwich, Connecticut	$357K	+$14.6K	1	0.02%	Increased