← 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	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$228K	-$103K	1	0.12%	Reduced
902	CBU CIBC Bank USA Chicago, Illinois	$226K	-$1.12M	1	0.06%	Reduced
903	GGPS Gary Goldberg Planning Services Suffern, New York	$226K	+$102K	3	0.14%	Increased
904	Curi RMB Capital Chicago, Illinois	$224K	-$96.7K	1	0.02%	Reduced
905	ACM Aviance Capital Management Sarasota, Florida	$223K	+$2.21K	1	0.13%	Increased
906	RCM Reynolds Capital Management Las Vegas, Nevada	$223K	+$198K	1	0.14%	New
907	CI Constellation Investments Montgomery, Ohio	$218K	+$17.3K	1	0.07%	Increased
908	TCOV Trust Company of Vermont Brattleboro, Vermont	$214K	-$6.96K	5	0.04%	Reduced
909	ECM Endex Capital Management Overland Park, Kansas	$213K	$0	2	0.22%	Maintained
910	Fiduciary Trust Boston, Massachusetts	$213K	+$34.7K	1	0.01%	Increased
911	DA Dunvegan Associates Santa Barbara, California	$211K	$0	1	0.16%	Maintained
912	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$210K	$0	1	0.07%	Maintained
913	Atria Investments Charlotte, North Carolina	$209K	+$6.25K	1	0.02%	Increased
914	Braun Stacey Associates New York	$209K	-$90.1K	1	0.01%	Reduced
915	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$208K	$0	1	0.03%	Maintained
916	TU TDAM USA Toronto, Ontario, Canada	$206K	+$222K	1	0.01%	New
917	Becker Capital Management Portland, Oregon	$205K	-$106K	1	0.01%	Reduced
918	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$205K	$0	1	0.12%	Maintained
919	LMF LMR Master Fund Grand Cayman, Cayman Islands	$201K	-$4.92M	1	0.04%	Reduced
920	New York Life Investment Management New York	$191K	$0	1	0.06%	Maintained
921	RNS Robert N. Shapiro	$181K	-$3.38K	4	0.03%	Reduced
922	GIS Guardian Investor Services New York	$179K	-$755	2	0.15%	Reduced
923	OAM Orinda Asset Management Lafayette, California	$177K	+$49.5K	2	0.56%	Increased
924	Shinko Asset Management Company Tokyo, Japan	$175K	$0	4	0%	Maintained
925	Catalyst Capital Advisors Huntington, New York	$168K	-$1.06M	1	0.09%	Reduced