← 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	MAI Capital Management Independence, Ohio	$1.87M	+$322K	11	0.01%	Increased
827	OF Outfitter Financial Brunswick, Maine	$1.86M	-$530K	2	1.49%	Reduced
828	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.86M	+$26.9K	2	0.36%	Increased
829	KA Kintegral Advisory New York	$1.85M	-$90.5K	2	0.17%	Reduced
830	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$1.85M	$0	1	0.72%	Maintained
831	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.85M	-$35.9K	3	0.33%	Reduced
832	LRPA L. Roy Papp & Associates Phoenix, Arizona	$1.82M	-$39.7K	1	0.21%	Reduced
833	Ossiam Paris, France	$1.82M	-$1.01M	4	0.03%	Reduced
834	Aptus Capital Advisors Fairhope, Alabama	$1.82M	+$869K	3	0.02%	Increased
835	TNAM Terra Nova Asset Management New York	$1.81M	+$9.87K	1	1.38%	Increased
836	SAM Secure Asset Management Troy, Michigan	$1.8M	+$441K	2	0.27%	Increased
837	Concurrent Investment Advisors Tampa, Florida	$1.79M	+$120K	4	0.05%	Increased
838	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$1.79M	-$52.1K	1	0.54%	Reduced
839	Lido Advisors Los Angeles, California	$1.77M	+$156K	3	0.01%	Increased
840	HH Hilltop Holdings Dallas, Texas	$1.74M	+$338K	2	0.11%	Increased
841	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$1.74M	-$418K	1	0.25%	Reduced
842	Kovitz Investment Group Partners Chicago, Illinois	$1.73M	+$1.3M	4	0.01%	Increased
843	Sequoia Financial Advisors Akron, Ohio	$1.72M	+$471K	4	0.02%	Increased
844	Fiduciary Trust Boston, Massachusetts	$1.72M	+$343K	2	0.02%	Increased
845	ETCM Evolutionary Tree Capital Management Alexandria, Virginia	$1.72M	-$227K	1	1.75%	Reduced
846	Obermeyer Wealth Partners Aspen, Colorado	$1.7M	+$1.85M	2	0.09%	New
847	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$1.7M	-$37.3K	3	0.46%	Reduced
848	TS Triglav Skladi Ljubljana, Slovenia	$1.69M	+$1.78M	1	0.13%	New
849	Caisse Des Depots Et Consignations Paris, France	$1.68M	+$1.76M	1	0.08%	New
850	Laird Norton Wetherby Wealth Management San Francisco, California	$1.67M	-$113K	5	0.08%	Reduced