← 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
951	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$251K	+$3.28K	1	0.16%	Increased
952	Advisory Services Network Atlanta, Georgia	$247K	+$229K	3	0.12%	New
953	SC Skylands Capital Milwaukee, Wisconsin	$247K	-$1.4M	1	0.03%	Reduced
954	RCM Reynolds Capital Management Las Vegas, Nevada	$244K	-$6.93K	1	0.14%	Reduced
955	Fulton Bank Lancaster, Pennsylvania	$240K	+$211K	1	0.03%	New
956	SCA Stonebridge Capital Advisors St Paul, Minnesota	$239K	+$228K	1	0.12%	New
957	ECM Endex Capital Management Overland Park, Kansas	$237K	$0	2	0.22%	Maintained
958	PC Perry Capital New York	$236K	+$11.3M	1	0.01%	Increased
959	FNYS First New York Securities New York	$235K	-$101K	1	0.14%	Reduced
960	TCOV Trust Company of Vermont Brattleboro, Vermont	$232K	$0	5	0.04%	Maintained
961	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$231K	$0	1	0.07%	Maintained
962	FFC First Financial Corp Terre Haute, Indiana	$229K	-$26.8K	1	0.11%	Reduced
963	Becker Capital Management Portland, Oregon	$227K	$0	1	0.01%	Maintained
964	Tower Research Capital (TRC) New York	$227K	-$537K	9	0.04%	Reduced
965	NPF Norris Perne & French Grand Rapids, Michigan	$225K	+$243K	1	0.04%	New
966	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$224K	-$61K	1	0.02%	Reduced
967	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$219K	$0	1	0.03%	Maintained
968	Fiduciary Trust Boston, Massachusetts	$219K	-$16.2K	1	0.01%	Reduced
969	YMRC Yorktown Management & Research Company Forest, Virginia	$219K	+$209K	1	0.04%	New
970	Cetera Advisor Networks El Segundo, California	$216K	+$206K	1	0.02%	New
971	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$216K	$0	1	0.13%	Maintained
972	OC Oakworth Capital Birmingham, Alabama	$215K	+$205K	2	0.15%	New
973	DA Dunvegan Associates Santa Barbara, California	$213K	-$20.3K	1	0.18%	Reduced
974	New York Life Investment Management New York	$212K	$0	1	0.05%	Maintained
975	Curi RMB Capital Chicago, Illinois	$211K	-$33.5K	1	0.01%	Reduced