← 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	Williams Jones & Associates New York	$236K	$0	1	0.01%	Maintained
927	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$233K	$0	1	0.07%	Maintained
928	Lincoln National Corp Radnor, Pennsylvania	$233K	+$9.23K	1	0.02%	Increased
929	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$233K	+$245K	1	0.02%	New
930	PAA Peregrine Asset Advisers Portland, Oregon	$225K	$0	1	0.19%	Maintained
931	Quadrant Capital Group Cincinnati, Ohio	$224K	+$9.01K	5	0.16%	Increased
932	BCM Birmingham Capital Management Birmingham, Alabama	$223K	$0	1	0.09%	Maintained
933	Sequoia Financial Advisors Akron, Ohio	$223K	+$225K	1	0.09%	New
934	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$223K	$0	1	0.19%	Maintained
935	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$222K	$0	1	0.22%	Maintained
936	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$220K	+$5.64K	1	0.09%	Increased
937	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$220K	$0	3	0.01%	Maintained
938	PCM Prelude Capital Management New York	$220K	-$75.4K	4	0.03%	Reduced
939	BFG Beacon Financial Group Dallas, Texas	$217K	-$5.64K	1	0.05%	Reduced
940	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$216K	+$217K	1	0.03%	New
941	NPC National Planning Corporation El Segundo, California	$214K	+$223K	1	0.02%	New
942	WCA Westover Capital Advisors Wilmington, Delaware	$212K	-$35.8K	1	0.18%	Reduced
943	Aristotle Capital Management Los Angeles, California	$211K	-$107K	1	0%	Reduced
944	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$209K	+$78K	1	0.04%	Increased
945	HCMNY Howard Capital Management (New York) New York	$209K	$0	1	0.04%	Maintained
946	AMG Advisors Management Group La Crosse, Wisconsin	$208K	+$202K	1	0.17%	New
947	CI Cavalier Investments Alpharetta, Georgia	$204K	+$214K	1	0.12%	New
948	Farmers & Merchants Investments Inc Lincoln, Nebraska	$204K	$0	2	0.03%	Maintained
949	GAM Griffin Asset Management New York	$204K	-$235K	1	0.09%	Reduced
950	KA Kovack Advisors Ft. Lauderdale, Florida	$204K	-$6.39K	1	0.13%	Reduced