← 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
976	BT Beacon Trust Morristown, New Jersey	$207K	+$198K	1	0.04%	New
977	GIS Guardian Investor Services New York	$204K	+$3.81K	2	0.15%	Increased
978	TCM Telos Capital Management San Diego, California	$202K	+$192K	1	0.15%	New
979	WA WealthTrust Axiom Wayne, Pennsylvania	$201K	+$190K	1	0.08%	New
980	MAM Mastrapasqua Asset Management Nashville, Tennessee	$200K	+$191K	1	0.05%	New
981	ACM Aviance Capital Management Sarasota, Florida	$197K	-$48.5K	1	0.1%	Reduced
982	PAS Partnervest Advisory Services Santa Barbara, California	$196K	+$148K	4	0.09%	Increased
983	Livforsakringsbolaget Skandia Stockholm, Sweden	$189K	$0	1	0.12%	Maintained
984	TCI Wealth Advisors Tucson, Arizona	$180K	$0	1	0.11%	Maintained
985	WEC Winslow Evans & Crocker Boston, Massachusetts	$179K	+$171K	5	0.06%	New
986	Shinko Asset Management Company Tokyo, Japan	$177K	-$8.17K	4	0%	Reduced
987	IMS Index Management Solutions Philadelphia, Pennsylvania	$175K	+$38K	2	0.04%	Increased
988	JFA JNBA Financial Advisors Bloomington, Minnesota	$167K	+$147K	3	0.09%	Increased
989	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$161K	+$2.85K	1	0.05%	Increased
990	MCM Marathon Capital Management Hunt Valley, Maryland	$152K	-$250K	1	0.11%	Reduced
991	AIM Acuity Investment Management Toronto, Ontario, Canada	$151K	+$162K	1	0.06%	New
992	Benjamin F. Edwards & Company St. Louis, Missouri	$151K	+$141K	2	0.05%	Increased
993	Perceptive Advisors New York	$151K	+$4.22K	1	0.02%	Increased
994	CA CapWealth Advisors Franklin, Tennessee	$148K	-$142K	1	0.04%	Reduced
995	Catalyst Capital Advisors Huntington, New York	$148K	$0	1	0.05%	Maintained
996	BG Bollard Group Boston, Massachusetts	$147K	+$140K	1	0.02%	New
997	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$147K	+$136K	1	0.02%	New
998	GLI Guardian Life Insurance New York	$143K	-$147K	2	0.01%	Reduced
999	RIA Regal Investment Advisors Kentwood, Michigan	$138K	+$107K	3	0.08%	Increased
1000	Jupiter Investment Management London, United Kingdom	$133K	-$3.89M	1	0.01%	Reduced