← 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
926	FAAM First Allied Asset Management San Diego, California	$210K	+$217K	1	0.03%	New
927	Fiduciary Trust Boston, Massachusetts	$209K	+$209K	1	0.01%	New
928	Jensen Investment Management Lake Oswego, Oregon	$209K	+$198K	1	0%	New
929	TCM Telos Capital Management San Diego, California	$208K	+$207K	1	0.18%	New
930	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$206K	+$211K	2	0.15%	New
931	AB AT Bancorp Dubuque, Iowa	$203K	+$192K	1	0.07%	New
932	RNS Robert N. Shapiro	$203K	+$201K	3	0.04%	New
933	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$203K	+$199K	1	0.03%	New
934	GIS Guardian Investor Services New York	$200K	+$203K	2	0.17%	New
935	TCI Wealth Advisors Tucson, Arizona	$187K	+$186K	1	0.14%	New
936	Brinker Capital Investments Berwyn, Pennsylvania	$186K	+$185K	1	0.01%	New
937	WhitTier Trust Company Reno, Nevada	$186K	+$185K	2	0.03%	New
938	SFS Signator Financial Services Boston, Massachusetts	$174K	+$180K	1	0.19%	New
939	Shinko Asset Management Company Tokyo, Japan	$171K	+$173K	4	0%	New
940	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$157K	+$156K	1	0.05%	New
941	Fuller & Thaler Asset Management San Mateo, California	$140K	+$147K	1	0.01%	New
942	IndexIQ Advisors New York	$137K	+$136K	1	0.02%	New
943	Nikko Asset Management Americas New York	$137K	+$136K	1	0%	New
944	GGPS Gary Goldberg Planning Services Suffern, New York	$136K	+$134K	3	0.09%	New
945	MCF Advisors Covington, Kentucky	$125K	+$140K	1	0.08%	New
946	AA Apriem Advisors Irvine, California	$121K	+$125K	1	0.06%	New
947	H Hexavest Montreal, Quebec, Canada	$115K	+$114K	1	0%	New
948	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$112K	+$111K	1	0.03%	New
949	Livforsakringsbolaget Skandia Stockholm, Sweden	$108K	+$102K	1	0.08%	New
950	OAM Orinda Asset Management Lafayette, California	$104K	+$109K	1	0.34%	New