← 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	Lincoln National Corp Radnor, Pennsylvania	$632K	+$593K	2	0.02%	New
827	Farmers & Merchants Investments Inc Lincoln, Nebraska	$626K	+$89.6K	4	0.05%	Increased
828	MCC Malaga Cove Capital Pv Estates, California	$623K	$0	1	0.35%	Maintained
829	SCM Stonebridge Capital Management Los Angeles, California	$620K	+$172K	1	0.22%	Increased
830	IH IFC Holdings Tampa, Florida	$613K	-$11.1K	1	0.04%	Reduced
831	BDS Banco de Sabadell Miami, Florida	$608K	+$518K	1	0.08%	New
832	BTIS BB&T Investment Services Charlotte, North Carolina	$608K	-$57.7K	5	0.1%	Reduced
833	WP WealthSource Partners San Luis Obispo, California	$607K	+$1.65K	1	0.19%	Increased
834	NAM North American Management Boston, Massachusetts	$602K	+$604K	1	0.09%	New
835	Livforsakringsbolaget Skandia Stockholm, Sweden	$587K	-$151K	3	0.06%	Reduced
836	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$584K	$0	1	0.05%	Maintained
837	SOAMC Spirit of America Management Corp Syosset, New York	$576K	$0	2	0.06%	Maintained
838	HHC Hutchin Hill Capital New York	$574K	-$30M	2	0.16%	Reduced
839	Ancora Advisors Cleveland, Ohio	$572K	-$40.5K	1	0.03%	Reduced
840	PVWM Point View Wealth Management Summit, New Jersey	$570K	-$43.2K	1	0.27%	Reduced
841	Geneos Wealth Management Englewood, Colorado	$569K	-$578K	5	0.05%	Reduced
842	Cullen/Frost Bankers San Antonio, Texas	$564K	-$82K	1	0.02%	Reduced
843	GEM Global Endowment Management Charlotte, North Carolina	$561K	-$224K	1	0.08%	Reduced
844	MSAM Moloney Securities Asset Management Manchester, Missouri	$558K	+$3.13K	2	0.23%	Increased
845	One Capital Management Westlake Village, California	$551K	$0	1	0.11%	Maintained
846	JA JOYN Advisors Atlanta, Georgia	$547K	+$516K	1	0.12%	New
847	VIM Vista Investment Management Pittsburgh, Pennsylvania	$547K	+$534K	1	0.57%	New
848	Capital Markets Trading (UK) London, United Kingdom	$542K	+$560K	1	0.02%	New
849	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$541K	+$200K	1	0.49%	Increased
850	ECM Everence Capital Management Goshen, Indiana	$539K	-$27.3K	2	0.12%	Reduced