← 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	Livforsakringsbolaget Skandia Stockholm, Sweden	$167K	$0	1	0.12%	Maintained
927	MAM Mark Asset Management New York	$164K	+$187K	1	0.05%	New
928	WhitTier Trust Company Reno, Nevada	$164K	$0	2	0.02%	Maintained
929	TCI Wealth Advisors Tucson, Arizona	$162K	$0	1	0.12%	Maintained
930	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$143K	+$6.93K	1	0.05%	Increased
931	Perceptive Advisors New York	$131K	+$132K	1	0.01%	New
932	JEW Jamison Eaton & Wood Bedminster, New Jersey	$126K	+$143K	1	0.03%	New
933	MCF Advisors Covington, Kentucky	$125K	$0	1	0.07%	Maintained
934	IMS Index Management Solutions Philadelphia, Pennsylvania	$122K	+$130K	2	0.04%	New
935	AA Apriem Advisors Irvine, California	$114K	$0	1	0.05%	Maintained
936	Waverly Advisors Birmingham, Alabama	$106K	+$109K	2	0.05%	New
937	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$103K	-$1.3M	1	0.02%	Reduced
938	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$97K	$0	1	0.03%	Maintained
939	PTC Private Trust Company Cleveland, Ohio	$94K	-$3.81K	5	0.04%	Reduced
940	PineBridge Investments New York	$83K	-$23.7M	2	0%	Reduced
941	ACM Antonetti Capital Management Naples, Florida	$82K	+$13.9K	1	0.08%	Increased
942	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$76K	+$19.8K	7	0.05%	Increased
943	Picton Mahoney Asset Management Toronto, Ontario, Canada	$73K	-$6.03M	1	0%	Reduced
944	MS Madison Scottsdale Scottsdale, Arizona	$68K	$0	1	0.07%	Maintained
945	SSB Sandy Spring Bank Olney, Maryland	$67K	$0	2	0.01%	Maintained
946	ETrade Capital Management Arlington, Virginia	$62K	-$32.7K	4	0.01%	Reduced
947	IndexIQ Advisors New York	$62K	-$65.6K	1	0.01%	Reduced
948	Meag Munich Ergo Munich, Germany	$61K	$0	1	0%	Maintained
949	TF Tompkins Financial Ithaca, New York	$61K	$0	2	0.02%	Maintained
950	MAM Mizuho Asset Management Tokyo, Japan	$58K	$0	2	0.01%	Maintained