← 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	Verdence Capital Advisors Hunt Valley, Maryland	$893K	+$205K	1	0.1%	Increased
952	AL Arnhold LLC New York	$891K	$0	2	0.1%	Maintained
953	Regions Financial Corp Birmingham, Alabama	$887K	-$44K	1	0.01%	Reduced
954	Lebenthal Global Advisors Hauppauge, New York	$883K	$0	1	0.38%	Maintained
955	DLHL Donald L. Hagan LLC Sarasota, Florida	$880K	+$68.5K	1	0.5%	Increased
956	Leonteq Securities AG Zurich, Switzerland	$878K	-$53.9K	8	0.03%	Reduced
957	Caxton Associates (New York) New York	$865K	-$1.01M	3	0.07%	Reduced
958	BCP Berkeley Capital Partners Milton, Georgia	$860K	+$873K	1	0.34%	New
959	HCM Helios Capital Management Singapore	$860K	$0	1	1.82%	Maintained
960	SCM Silvant Capital Management Atlanta, Georgia	$858K	$0	1	0.16%	Maintained
961	AIA Group Hong Kong	$851K	+$230K	2	0.04%	Increased
962	HC HNP Capital Rochester, New York	$851K	-$31.2K	1	0.2%	Reduced
963	RP Rowlandmiller & Partners Atlanta, Georgia	$850K	+$36.8K	1	0.2%	Increased
964	AWA Alta Wealth Advisors Woburn, Massachusetts	$845K	-$3.91K	1	0.5%	Reduced
965	Edge Wealth Management New York	$842K	+$294K	1	0.17%	Increased
966	Meiji Yasuda Asset Management Tokyo, Japan	$842K	-$78.8K	2	0.05%	Reduced
967	Natixis Investment Managers International Paris, France	$840K	+$834K	1	0.01%	New
968	LAI Legal Advantage Investments Los Altos Hills, California	$837K	-$36.3K	1	0.63%	Reduced
969	WAM Wakefield Asset Management Englewood, Colorado	$834K	-$7.3K	1	0.3%	Reduced
970	JGP Wealth Management Bend, Oregon	$830K	-$88.3K	1	0.15%	Reduced
971	Private Trust Company Cleveland, Ohio	$827K	-$4.87K	3	0.13%	Reduced
972	WA Wealth Alliance Mellville, New York	$826K	+$163K	1	0.17%	Increased
973	CCM Chiron Capital Management Tallahassee, Florida	$822K	-$3.44K	1	0.52%	Reduced
974	Huntington National Bank Columbus, Ohio	$821K	-$14.8K	13	0.01%	Reduced
975	Cypress Capital Group Palm Beach, Florida	$816K	-$429K	1	0.1%	Reduced