← 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	Cetera Advisors Denver, Colorado	$287K	+$10.6K	1	0.02%	Increased
927	CBU CIBC Bank USA Chicago, Illinois	$287K	$0	1	0.04%	Maintained
928	CMT Capital Markets Trading Frankfurt, Germany	$287K	-$461K	1	0.04%	Reduced
929	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$286K	+$7.55K	2	0.21%	Increased
930	DP Dearborn Partners Chicago, Illinois	$285K	$0	1	0.02%	Maintained
931	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$285K	+$9.73K	1	0.03%	Increased
932	Smithfield Trust Pittsburgh, Pennsylvania	$285K	-$226K	3	0.05%	Reduced
933	SMC Smith, Moore & Co Clayton, Missouri	$283K	+$274K	1	0.12%	New
934	I IberiaBank Lafayette, Louisiana	$282K	-$72.5K	1	0.12%	Reduced
935	Trillium Asset Management Boston, Massachusetts	$281K	$0	1	0.02%	Maintained
936	Capital Advisors Inc Tulsa, Oklahoma	$280K	+$22.9K	1	0.04%	Increased
937	VFA Voya Financial Advisors Windsor, Connecticut	$280K	+$8.45K	1	0.03%	Increased
938	Chilton Capital Management Houston, Texas	$275K	$0	1	0.03%	Maintained
939	LCM Landscape Capital Management Englewood, New Jersey	$275K	-$584K	1	0.04%	Reduced
940	Lincoln National Corp Radnor, Pennsylvania	$274K	$0	1	0.02%	Maintained
941	EMG Ellington Management Group Old Greenwich, Connecticut	$273K	+$58.1K	1	0.38%	Increased
942	LA LVW Advisors Pittsford, New York	$273K	$0	1	0.1%	Maintained
943	GCIA Gabelli & Co Investment Advisers Rye, New York	$271K	$0	1	0.04%	Maintained
944	PHS Pekin Hardy Strauss Chicago, Illinois	$271K	-$56.9K	1	0.06%	Reduced
945	Douglass Winthrop Advisors New York	$268K	$0	1	0.02%	Maintained
946	LAM Lebenthal Asset Management New York	$266K	+$32.6K	1	0.03%	Increased
947	LH Lebenthal Holdings New York	$266K	+$53.9K	1	0.03%	Increased
948	Eagle Asset Management St Petersburg, Florida	$265K	$0	1	0%	Maintained
949	PAA Peregrine Asset Advisers Portland, Oregon	$261K	$0	1	0.17%	Maintained
950	SFM Signet Financial Management Parsippany, New Jersey	$261K	$0	1	0.06%	Maintained