← 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	TCM Tradewinds Capital Management Bellingham, Washington	$38K	$0	2	0.03%	Maintained
977	Frontier Capital Management Boston, Massachusetts	$36K	$0	1	0%	Maintained
978	AP Atwood & Palmer Kansas City, Missouri	$35K	-$19.7K	2	0.01%	Reduced
979	PCTC Perkins Coie Trust Company Seattle, Washington	$35K	+$9.68K	2	0.03%	Increased
980	BRWM B. Riley Wealth Management Memphis, Tennessee	$34K	+$8.7K	2	0.03%	Increased
981	GAM Gemmer Asset Management Walnut Creek, California	$34K	$0	4	0.02%	Maintained
982	Evercore Wealth Management New York	$33K	-$5K	1	0%	Reduced
983	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$33K	$0	1	0.02%	Maintained
984	ZTNA Zions Trust National Association Salt Lake City, Utah	$33K	+$31.7K	1	0.05%	New
985	JFA JNBA Financial Advisors Bloomington, Minnesota	$30K	$0	3	0.01%	Maintained
986	KT Kanaly Trust Houston, Texas	$29K	$0	3	0.01%	Maintained
987	BAM Brave Asset Management Summit, New Jersey	$27K	-$22.8K	1	0.02%	Reduced
988	CFA Carroll Financial Associates Charlotte, North Carolina	$27K	+$493	2	0.01%	Increased
989	Blackhill Capital Morristown, New Jersey	$26K	+$294	1	0%	Increased
990	QAM QCI Asset Management Pittsford, New York	$26K	-$3.18K	1	0%	Reduced
991	WA WealthTrust-Arizona Scottsdale, Arizona	$26K	$0	1	0.03%	Maintained
992	Brandywine Global Investment Management Philadelphia, Pennsylvania	$25K	-$5.05M	1	0%	Reduced
993	MHS M Holdings Securities Portland, Oregon	$22K	-$232K	1	0.01%	Reduced
994	DAM Delta Asset Management Memphis, Tennessee	$19K	$0	1	0%	Maintained
995	PMFA Plante Moran Financial Advisors Southfield, Michigan	$19K	$0	2	0.02%	Maintained
996	PSI Pinnacle Summer Investments Fairfax, Virginia	$18K	+$17.4K	2	0%	New
997	HMS Hanseatic Management Services Albuquerque, New Mexico	$17K	+$3.31K	1	0.01%	Increased
998	SGAM Smith Group Asset Management Dallas, Texas	$17K	$0	1	0%	Maintained
999	ST Somerset Trust Somerset, Pennsylvania	$17K	+$15.8K	1	0.01%	New
1000	ACM Axel Capital Management New York	$15K	$0	1	0.02%	Maintained