← 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	MCM McRae Capital Management Morristown, New Jersey	$257K	+$241K	1	0.11%	New
927	Lincoln National Corp Radnor, Pennsylvania	$256K	$0	1	0.02%	Maintained
928	VFA Voya Financial Advisors Windsor, Connecticut	$256K	+$5.32K	1	0.04%	Increased
929	EFS Essex Financial Services Essex, Connecticut	$255K	-$4.86K	1	0.06%	Reduced
930	LA LVW Advisors Pittsford, New York	$254K	$0	1	0.08%	Maintained
931	FFC First Financial Corp Terre Haute, Indiana	$253K	$0	1	0.13%	Maintained
932	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$252K	-$1.33K	2	0.2%	Reduced
933	Cetera Advisors Denver, Colorado	$251K	-$12.7K	1	0.02%	Reduced
934	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$251K	+$226	1	0.02%	Increased
935	Douglass Winthrop Advisors New York	$250K	-$212K	1	0.02%	Reduced
936	Williams Jones & Associates New York	$250K	$0	1	0.01%	Maintained
937	BFA Benedict Financial Advisors Atlanta, Georgia	$249K	-$126K	1	0.15%	Reduced
938	CFA Camarda Financial Advisors Fleming Island, Florida	$249K	+$233K	1	0.16%	New
939	Wedbush Securities Los Angeles, California	$249K	-$252K	1	0.04%	Reduced
940	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$247K	-$28.7K	3	0.05%	Reduced
941	MC Matisse Capital Portland, Oregon	$247K	+$2.13K	1	0.13%	Increased
942	Quadrant Capital Group Cincinnati, Ohio	$247K	+$13K	5	0.16%	Increased
943	WCM Waterstone Capital Management St. Louis Park, Minnesota	$246K	+$206K	1	0.13%	New
944	ETrade Capital Management Arlington, Virginia	$245K	+$236K	1	0.01%	New
945	Choate Investment Advisors Boston, Massachusetts	$245K	-$101K	1	0.02%	Reduced
946	PAA Peregrine Asset Advisers Portland, Oregon	$244K	+$5.55K	1	0.19%	Increased
947	MBT Monroe Bank & Trust Monroe, Michigan	$243K	-$215K	1	0.08%	Reduced
948	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$243K	$0	1	0.03%	Maintained
949	Capital Advisors Inc Tulsa, Oklahoma	$239K	-$201K	1	0.04%	Reduced
950	BCM Birmingham Capital Management Birmingham, Alabama	$236K	$0	1	0.1%	Maintained