← 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
901	EFS Essex Financial Services Essex, Connecticut	$256K	+$265K	1	0.09%	New
902	ACM Aviance Capital Management Sarasota, Florida	$255K	+$254K	1	0.14%	New
903	CIC Cornercap Investment Counsel Atlanta, Georgia	$254K	+$259K	1	0.05%	New
904	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$253K	+$262K	1	0.08%	New
905	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$249K	+$249K	1	0.08%	New
906	TCOV Trust Company of Vermont Brattleboro, Vermont	$240K	+$238K	5	0.05%	New
907	RFA Reilly Financial Advisors La Mesa, California	$239K	+$260K	3	0.07%	New
908	ECM Endex Capital Management Overland Park, Kansas	$237K	+$240K	2	0.25%	New
909	LBC Lowe Brockenbrough & Co Richmond, Virginia	$236K	+$231K	1	0.04%	New
910	TTWM TCV Trust & Wealth Management Richmond, Virginia	$236K	+$231K	1	0.05%	New
911	ALPS Advisors Denver, Colorado	$235K	+$234K	1	0%	New
912	CI Constellation Investments Montgomery, Ohio	$234K	+$233K	1	0.08%	New
913	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$229K	+$226K	1	0.08%	New
914	Twin Tree Management Dallas, Texas	$228K	+$235K	2	0.01%	New
915	Ameritas Investment Partners Lincoln, Nebraska	$227K	+$226K	1	0.06%	New
916	YMRC Yorktown Management & Research Company Forest, Virginia	$227K	+$226K	1	0.05%	New
917	DA Dunvegan Associates Santa Barbara, California	$224K	+$231K	1	0.17%	New
918	SIM Strategic Investment Management Arlington, Virginia	$224K	+$228K	1	0.05%	New
919	New York Life Investment Management New York	$220K	+$219K	1	0.07%	New
920	BT Beacon Trust Morristown, New Jersey	$218K	+$217K	1	0.04%	New
921	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$218K	+$228K	5	0.16%	New
922	IB Intrust Bank Wichita, Kansas	$218K	+$206K	1	0.1%	New
923	Atria Investments Charlotte, North Carolina	$215K	+$223K	1	0.03%	New
924	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$211K	+$208K	1	0.15%	New
925	1SB 1ST Source Bank South Bend, Indiana	$210K	+$209K	1	0.04%	New