← 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	SEC Seven Eight Capital New York	$127K	+$57.4K	2	0.21%	Increased
977	NFG Next Financial Group Houston, Texas	$123K	-$35K	4	0.04%	Reduced
978	GWS Glassman Wealth Services Vienna, Virginia	$120K	+$98.5K	1	0.1%	Increased
979	BAM Barrett Asset Management New York	$113K	-$3.53K	2	0.01%	Reduced
980	Mizuho Securities USA New York	$110K	-$522K	1	0.01%	Reduced
981	PIA Peachtree Investment Advisors Atlanta, Georgia	$110K	$0	2	0.08%	Maintained
982	PO Private Ocean San Rafael, California	$110K	$0	1	0.08%	Maintained
983	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$109K	$0	1	0.09%	Maintained
984	IMS Index Management Solutions Philadelphia, Pennsylvania	$104K	-$16.3K	3	0.08%	Reduced
985	TF Tompkins Financial Ithaca, New York	$103K	+$3.25K	3	0.03%	Increased
986	H Hexavest Montreal, Quebec, Canada	$100K	$0	2	0%	Maintained
987	Hillsdale Investment Management Toronto, Ontario, Canada	$95K	+$7.08K	1	0.02%	Increased
988	IC Intersect Capital San Ramon, California	$94K	-$6.17K	2	0.07%	Reduced
989	Evercore Wealth Management New York	$90K	+$53.2K	1	0%	Increased
990	MAP Managed Asset Portfolios Rochester, Michigan	$86K	-$229K	1	0.05%	Reduced
991	WEC Winslow Evans & Crocker Boston, Massachusetts	$85.8K	-$5.71K	3	0.02%	Reduced
992	P Palladiem Bryn Mawr, Pennsylvania	$84K	$0	1	0.07%	Maintained
993	TCI Wealth Advisors Tucson, Arizona	$84K	+$17.4K	3	0.05%	Increased
994	PineBridge Investments New York	$83K	-$278K	1	0%	Reduced
995	DBT Dubuque Bank & Trust Dubuque, Iowa	$80K	-$8.68K	1	0.01%	Reduced
996	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$79K	$0	6	0.05%	Maintained
997	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$79K	-$14.2K	1	0.01%	Reduced
998	ZB Zions Bancorporation Salt Lake City, Utah	$79K	+$74.2K	3	0.01%	New
999	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$75K	$0	1	0.05%	Maintained
1000	FCCM First City Capital Management Savannah, Georgia	$74.9K	-$3.73K	1	0.05%	Reduced