← 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	PIA Phoenix Investment Adviser New York	$503K	-$395K	1	1.77%	Reduced
927	RAM Roumell Asset Management Chevy Chase, Maryland	$502K	-$52.6K	1	1.19%	Reduced
928	SignatureFD Atlanta, Georgia	$497K	+$27.3K	10	0.04%	Increased
929	SIA Starfire Investment Advisers Southfield, Michigan	$496K	+$202K	2	0.2%	Increased
930	RIA Regal Investment Advisors Kentwood, Michigan	$495K	+$84.7K	1	0.1%	Increased
931	AssetMark Inc Concord, California	$494K	+$113K	6	0%	Increased
932	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$491K	$0	1	0.69%	Maintained
933	Old National Bancorp Evansville, Indiana	$491K	-$15.8K	2	0.02%	Reduced
934	HM Payson & Co Portland, Maine	$489K	$0	3	0.02%	Maintained
935	FA Fortis Advisors Wayne, Pennsylvania	$488K	+$14.9K	2	0.23%	Increased
936	BI Bredin Investment Wilmington, Delaware	$487K	+$202K	2	0.42%	Increased
937	BCM BTC Capital Management Des Moines, Iowa	$487K	-$6.72K	1	0.08%	Reduced
938	CMT Capital Markets Trading Frankfurt, Germany	$486K	+$501K	1	0.01%	New
939	CF Centaurus Financial Anaheim, California	$485K	-$633K	1	0.08%	Reduced
940	AIC AWM Investment Company New York	$482K	$0	1	0.1%	Maintained
941	SC SRB Corp Boston, Massachusetts	$481K	-$87.3K	1	0.04%	Reduced
942	Greenleaf Trust Kalamazoo, Michigan	$477K	-$148K	1	0.01%	Reduced
943	NSIM North Star Investment Management Chicago, Illinois	$476K	+$374K	6	0.05%	Increased
944	LMAM Legg Mason Asset Management Tokyo, Japan	$474K	$0	1	0.51%	Maintained
945	Avantax Advisory Services Dallas, Texas	$473K	+$472K	2	0.02%	New
946	FC Fulcrum Capital Seattle, Washington	$473K	+$459K	1	0.16%	New
947	MIA MainStreet Investment Advisors Chicago, Illinois	$471K	-$35.3K	1	0.06%	Reduced
948	Fiduciary Trust Boston, Massachusetts	$469K	+$216K	2	0.01%	Increased
949	NG Northstar Group New York	$461K	-$58.1K	1	0.19%	Reduced
950	SA Springowl Associates New York	$460K	-$576K	1	0.6%	Reduced