← 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	PPCM Pillar Pacific Capital Management Pacifica, California	$217K	$0	1	0.04%	Maintained
927	PAA Peregrine Asset Advisers Portland, Oregon	$216K	+$8.63K	1	0.22%	Increased
928	TFA Transamerica Financial Advisors St. Petersburg, Florida	$216K	+$2.72K	1	0.02%	Increased
929	BCM Birmingham Capital Management Birmingham, Alabama	$215K	-$17.3K	1	0.09%	Reduced
930	First Horizon Advisors Memphis, Tennessee	$214K	-$51.8K	2	0.03%	Reduced
931	Cetera Advisors Denver, Colorado	$213K	+$20.6K	1	0.02%	Increased
932	SM Sabby Management Miami Beach, Florida	$213K	+$202K	1	0.01%	Increased
933	FQ First Quadrant Glendale, California	$210K	+$4.81K	5	0%	Increased
934	KL KWMG LLC Overland Park, Kansas	$210K	+$224K	1	0.16%	New
935	BFG Beacon Financial Group Dallas, Texas	$208K	+$221K	1	0.05%	New
936	ETrade Capital Management Arlington, Virginia	$208K	+$223K	1	0.01%	New
937	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$207K	$0	1	0.21%	Maintained
938	HH Hilltop Holdings Dallas, Texas	$205K	+$14K	1	0.06%	Increased
939	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$204K	-$78K	1	0.09%	Reduced
940	Quadrant Capital Group Cincinnati, Ohio	$204K	+$16.1K	5	0.14%	Increased
941	BT Beacon Trust Morristown, New Jersey	$203K	$0	1	0.04%	Maintained
942	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$202K	+$219K	1	0.13%	New
943	KA Kovack Advisors Ft. Lauderdale, Florida	$202K	+$67	1	0.14%	Increased
944	PAIA Park Avenue Institutional Advisers New York	$198K	-$2.55K	2	0.18%	Reduced
945	Farmers & Merchants Investments Inc Lincoln, Nebraska	$197K	-$399K	2	0.03%	Reduced
946	TCOV Trust Company of Vermont Brattleboro, Vermont	$193K	$0	3	0.03%	Maintained
947	RWM Raffa Wealth Management Washington, District of Columbia	$187K	+$13.5K	2	0.11%	Increased
948	DA Dunvegan Associates Santa Barbara, California	$178K	-$10.5K	2	0.2%	Reduced
949	MCF Advisors Covington, Kentucky	$178K	+$16.4K	1	0.05%	Increased
950	ClearBridge Investments New York	$175K	+$2.58K	2	0%	Increased