← 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	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$540K	-$29.1K	1	0.09%	Reduced
827	Silvercrest Asset Management New York	$538K	+$143K	1	0.01%	Increased
828	WP WealthPLAN Partners Omaha, Nebraska	$533K	+$513K	2	0.15%	Increased
829	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$532K	+$37.3K	1	0.62%	Increased
830	EIM Essex Investment Management Boston, Massachusetts	$528K	+$146K	1	0.08%	Increased
831	MSAM Moloney Securities Asset Management Manchester, Missouri	$520K	+$231K	2	0.26%	Increased
832	ZWJ Investment Counsel Atlanta, Georgia	$512K	+$149K	1	0.04%	Increased
833	One Capital Management Westlake Village, California	$507K	$0	1	0.15%	Maintained
834	WCA Westover Capital Advisors Wilmington, Delaware	$502K	-$7.01K	1	0.33%	Reduced
835	IndexIQ Advisors New York	$501K	+$150K	2	0.02%	Increased
836	SOAMC Spirit of America Management Corp Syosset, New York	$501K	+$110K	2	0.05%	Increased
837	Element Capital Management New York	$496K	+$517K	1	0.1%	New
838	RAM Redmond Asset Management Henrico, Virginia	$493K	+$494K	1	0.23%	New
839	Obermeyer Wealth Partners Aspen, Colorado	$492K	$0	1	0.04%	Maintained
840	SI SII Investments Appleton, Wisconsin	$490K	-$141K	2	0.03%	Reduced
841	IH IFC Holdings Tampa, Florida	$489K	+$354K	1	0.04%	New
842	HCMT Highland Capital Management (Texas) Dallas, Texas	$488K	-$14.8M	1	0.02%	Reduced
843	RHBC R.H. Bluestein & Co Birmingham, Michigan	$483K	-$340K	1	0.03%	Reduced
844	Simplicity Solutions Minneapolis, Minnesota	$483K	+$9.81K	2	0.06%	Increased
845	GCA Gideon Capital Advisors New York	$477K	+$52.5K	2	0.52%	Increased
846	MCM Murphy Capital Management Bedminster, New Jersey	$477K	-$278K	1	0.07%	Reduced
847	BAM Bruderman Asset Management Locust Valley, New York	$475K	+$176K	4	0.13%	Increased
848	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$475K	+$75.2K	1	0.16%	Increased
849	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$475K	-$222	1	0.11%	Reduced
850	RA Rational Advisors Huntington, New York	$474K	-$73.4K	3	0.3%	Reduced