← 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	FMA FNY Managed Accounts New York	$235K	+$220K	1	0.41%	New
952	Clifford Swan Investment Counsel Pasadena, California	$235K	-$41.7K	1	0.02%	Reduced
953	Caprock Group Boise, Idaho	$234K	+$219K	1	0.06%	New
954	QC QCM Cayman Houston, Texas	$233K	+$228K	1	0.16%	New
955	TC Telemus Capital Southfield, Michigan	$232K	+$222K	1	0.04%	New
956	DSC Duncker Streett & Co St. Louis, Missouri	$229K	-$215K	3	0.08%	Reduced
957	Fiera Capital (Canada) Montreal, Quebec, Canada	$225K	-$5.9M	1	0%	Reduced
958	KA Kovack Advisors Ft. Lauderdale, Florida	$225K	+$8.73K	1	0.14%	Increased
959	WCA Westover Capital Advisors Wilmington, Delaware	$224K	$0	1	0.19%	Maintained
960	Aristotle Capital Management Los Angeles, California	$223K	$0	1	0%	Maintained
961	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$223K	-$9.74K	1	0.22%	Reduced
962	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$221K	$0	1	0.05%	Maintained
963	LAM Lebenthal Asset Management New York	$221K	+$203K	1	0.09%	New
964	AMG Advisors Management Group La Crosse, Wisconsin	$220K	+$65	1	0.16%	Increased
965	GL Globe Life Mckinney, Texas	$220K	+$203K	1	0.19%	New
966	HCMNY Howard Capital Management (New York) New York	$220K	$0	1	0.04%	Maintained
967	RWM Raffa Wealth Management Washington, District of Columbia	$218K	+$6.28K	2	0.13%	Increased
968	GHA GW Henssler & Associates Kennesaw, Georgia	$216K	-$60.7K	1	0.03%	Reduced
969	MCF Advisors Covington, Kentucky	$216K	$0	1	0.06%	Maintained
970	CT Coastline Trust Providence, Rhode Island	$215K	-$232K	1	0.05%	Reduced
971	MMG Monetary Management Group St Louis, Missouri	$215K	-$42.8K	2	0.1%	Reduced
972	CA Cambridge Advisors Omaha, Nebraska	$214K	-$142K	1	0.1%	Reduced
973	Krilogy Financial St. Louis, Missouri	$214K	+$200K	1	0.09%	New
974	TCOV Trust Company of Vermont Brattleboro, Vermont	$214K	$0	3	0.03%	Maintained
975	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$213K	-$20.7K	3	0.01%	Reduced