← 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	Parallel Advisors San Francisco, California	$282K	+$25.3K	7	0.05%	Increased
927	Fiduciary Trust Boston, Massachusetts	$281K	-$213K	1	0.01%	Reduced
928	IFS Ifrah Financial Services Little Rock, Arkansas	$281K	+$305K	1	0.11%	New
929	Quadrant Capital Group Cincinnati, Ohio	$281K	-$33.5K	6	0.12%	Reduced
930	Trillium Asset Management Boston, Massachusetts	$280K	$0	1	0.02%	Maintained
931	PM Parametrica Management Wanchai, Hong Kong	$279K	-$502K	1	0.26%	Reduced
932	Advisory Services Network Atlanta, Georgia	$277K	+$19.1K	5	0.04%	Increased
933	TU TDAM USA Toronto, Ontario, Canada	$275K	+$31K	1	0.01%	Increased
934	Wealthfront Palo Alto, California	$275K	-$124K	1	0%	Reduced
935	LCG Lisanti Capital Growth New York	$274K	+$198K	1	0.18%	New
936	Zacks Investment Management Chicago, Illinois	$274K	-$5.49M	1	0.01%	Reduced
937	JC Jacobs & Co San Francisco, California	$271K	$0	1	0.05%	Maintained
938	Level Four Advisory Services Dallas, Texas	$271K	-$226K	1	0.04%	Reduced
939	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$271K	+$196K	1	0.18%	New
940	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$268K	+$7.87K	3	0.16%	Increased
941	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$267K	-$28.2K	3	0.04%	Reduced
942	AWA ARS Wealth Advisors St. Petersburg, Florida	$266K	$0	1	0.11%	Maintained
943	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$263K	-$2.04K	3	0.16%	Reduced
944	PFC Phocas Financial Corp Alameda, California	$260K	-$1.47M	1	0.02%	Reduced
945	DI Diligent Investors Redlands, California	$257K	$0	1	0.18%	Maintained
946	Mirae Asset Global Investments Seoul, South Korea	$256K	-$114K	1	0%	Reduced
947	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$254K	+$259K	1	2.41%	New
948	ECP Elk Creek Partners Denver, Colorado	$252K	$0	1	0.02%	Maintained
949	TCOV Trust Company of Vermont Brattleboro, Vermont	$249K	-$2.9K	4	0.03%	Reduced
950	Sigma Planning Corp Ann Arbor, Michigan	$246K	-$258K	1	0.02%	Reduced