← 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	Synovus Financial Columbus, Georgia	$994K	-$1.88M	2	0.01%	Reduced
902	Avantax Planning Partners Dubuque, Iowa	$990K	-$6.04K	2	0.05%	Reduced
903	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$988K	+$987K	1	0.03%	New
904	TIM Thompson Investment Management Madison, Wisconsin	$984K	-$314K	2	0.15%	Reduced
905	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$980K	-$3.34M	2	0.04%	Reduced
906	DM Delphi Management Brookline, Massachusetts	$974K	-$90K	1	1%	Reduced
907	KA Kintegral Advisory New York	$974K	$0	1	0.11%	Maintained
908	AE Wealth Management Topeka, Kansas	$971K	-$368K	3	0.01%	Reduced
909	CCP Corient Capital Partners Newport Beach, California	$969K	+$22.2K	2	0.07%	Increased
910	AssetMark Inc Concord, California	$963K	-$34.7M	5	0%	Reduced
911	Cullen/Frost Bankers San Antonio, Texas	$962K	-$49.3K	3	0.02%	Reduced
912	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$958K	-$100K	3	0.03%	Reduced
913	Tokio Marine Asset Management Tokyo, Japan	$952K	+$115K	2	0.08%	Increased
914	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$950K	+$4.1K	1	0.19%	Increased
915	IFP Advisors Tampa, Florida	$949K	-$83.2K	12	0.02%	Reduced
916	Regions Financial Corp Birmingham, Alabama	$948K	-$119K	1	0.01%	Reduced
917	Pinnacle Associates New York	$947K	-$223K	1	0.02%	Reduced
918	Crawford Investment Counsel Atlanta, Georgia	$943K	+$323K	2	0.02%	Increased
919	WP WealthPLAN Partners Omaha, Nebraska	$935K	+$1.22K	2	0.06%	Increased
920	AA AlphaCentric Advisors San Juan, Puerto Rico	$934K	+$242K	3	0.24%	Increased
921	VRM Vectors Research Management New York	$931K	+$56K	2	0.22%	Increased
922	BOTW Bank of the West Monterey Park, California	$919K	+$95.3K	1	0.1%	Increased
923	BL BFSG LLC Irvine, California	$914K	+$26.3K	1	0.14%	Increased
924	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$906K	-$46.8K	2	0.06%	Reduced
925	AL Arnhold LLC New York	$905K	-$135K	2	0.1%	Reduced