← 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	RIL Rothschild Investment LLC Chicago, Illinois	$307K	$0	1	0.03%	Maintained
952	Cetera Advisors Denver, Colorado	$306K	+$285K	1	0.02%	New
953	WC Wexford Capital West Palm Beach, Florida	$306K	-$403K	1	0.03%	Reduced
954	AFG Albion Financial Group Salt Lake City, Utah	$304K	$0	1	0.05%	Maintained
955	Tiedemann Advisors New York	$301K	+$284K	1	0.02%	New
956	PP Patten & Patten Chattanooga, Tennessee	$300K	-$35.5K	1	0.03%	Reduced
957	Todd Asset Management Louisville, Kentucky	$298K	-$144K	1	0.01%	Reduced
958	AWA ARS Wealth Advisors St. Petersburg, Florida	$296K	-$38.5K	1	0.11%	Reduced
959	Bridges Investment Management Omaha, Nebraska	$296K	+$9.98K	1	0.02%	Increased
960	Parallel Advisors San Francisco, California	$296K	-$5.61K	7	0.05%	Reduced
961	WTB Washington Trust Bank Spokane, Washington	$294K	-$14.6K	6	0.04%	Reduced
962	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$292K	-$210K	1	0.03%	Reduced
963	CCM Coliseum Capital Management Rowayton, Connecticut	$289K	$0	1	0.18%	Maintained
964	RWM Raffa Wealth Management Washington, District of Columbia	$288K	-$28.9K	1	0.11%	Reduced
965	Smithfield Trust Pittsburgh, Pennsylvania	$285K	-$70.3K	5	0.03%	Reduced
966	Ninety One (UK) London, United Kingdom	$284K	-$243K	1	0%	Reduced
967	BHA Beech Hill Advisors New York	$283K	+$266K	1	0.14%	New
968	MA MANA Advisors New York	$283K	+$252K	1	0.12%	New
969	CG Clinton Group New York	$282K	-$2.08M	1	0.02%	Reduced
970	JC Jacobs & Co San Francisco, California	$281K	-$4.97K	1	0.05%	Reduced
971	FPFS First Personal Financial Services Charlotte, North Carolina	$279K	-$57.3K	4	0.05%	Reduced
972	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$279K	$0	3	0.15%	Maintained
973	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$278K	+$263K	1	0.03%	New
974	APA American Portfolios Advisors Holbrook, New York	$276K	+$266K	7	0.04%	New
975	HBK Sorce Advisory Erie, Pennsylvania	$275K	+$260K	1	0.03%	New