← 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	Evercore Wealth Management New York	$686K	+$57.8K	2	0.01%	Increased
952	Johnson Investment Counsel Cincinnati, Ohio	$682K	+$3.05K	2	0.01%	Increased
953	TCMG TSP Capital Management Group Summit, New Jersey	$682K	+$682K	1	0.24%	New
954	ACA Atlas Capital Advisors Jackson, Wyoming	$680K	+$183K	3	0.14%	Increased
955	JC Jetstream Capital Brentwood, Tennessee	$676K	+$643K	1	0.64%	New
956	SC Saltoro Capital Dallas, Texas	$676K	+$557K	1	0.33%	New
957	LGA Lebenthal Global Advisors Hauppauge, New York	$675K	+$610K	4	0.48%	New
958	Cresset Asset Management Chicago, Illinois	$669K	-$22.1K	1	0.01%	Reduced
959	SC Saybrook Capital Winston Salem, North Carolina	$666K	+$92.2K	1	0.21%	Increased
960	CWA Asset Management Group Naples, Florida	$665K	+$197K	2	0.07%	Increased
961	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$661K	-$55.3K	1	0.24%	Reduced
962	DIM DC Investments Management Mclean, Virginia	$657K	$0	1	1.64%	Maintained
963	Liontrust Investment Partners London, United Kingdom	$652K	+$603K	1	0.01%	New
964	Avantax Advisory Services Dallas, Texas	$645K	-$1.34M	2	0.02%	Reduced
965	Global Retirement Partners San Rafael, California	$645K	+$156K	7	0.08%	Increased
966	Donaldson Capital Management Evansville, Indiana	$644K	-$12.8K	1	0.04%	Reduced
967	Rafferty Asset Management New York	$642K	-$445K	1	0.01%	Reduced
968	SNT Security National Trust Wheeling, West Virginia	$640K	$0	3	0.16%	Maintained
969	HC Hourglass Capital Houston, Texas	$639K	+$210K	2	0.19%	Increased
970	LAI Legal Advantage Investments Los Altos Hills, California	$638K	+$598K	1	0.5%	New
971	PVWM Point View Wealth Management Summit, New Jersey	$636K	-$10.6K	1	0.26%	Reduced
972	CG Clarus Group Houston, Texas	$635K	+$629K	2	0.55%	New
973	SPFA Summit Place Financial Advisors Summit, New Jersey	$635K	+$25.6K	1	0.55%	Increased
974	WAM Weatherly Asset Management Del Mar, California	$635K	$0	2	0.09%	Maintained
975	LC Longitude (Cayman) Grand Cayman, Cayman Islands	$634K	+$676K	1	0.3%	New