← 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
1001	OIA Optimum Investment Advisors Chicago, Illinois	$336K	-$38K	4	0.1%	Reduced
1002	XS XR Securities Chicago, Illinois	$335K	+$261K	1	0.12%	New
1003	Holocene Advisors New York	$334K	+$348K	1	0.01%	New
1004	Evergreen Capital Management Bellevue, Washington	$333K	$0	1	0.03%	Maintained
1005	SNT Security National Trust Wheeling, West Virginia	$331K	$0	3	0.11%	Maintained
1006	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$329K	$0	1	0.05%	Maintained
1007	MCF Advisors Covington, Kentucky	$329K	$0	2	0.06%	Maintained
1008	GEM Global Endowment Management Charlotte, North Carolina	$325K	-$353K	1	0.04%	Reduced
1009	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$325K	$0	1	0.2%	Maintained
1010	RFA Reilly Financial Advisors La Mesa, California	$318K	-$3.34K	3	0.05%	Reduced
1011	TC Toews Corporation Northfield, New Jersey	$314K	+$328K	1	0.07%	New
1012	CBB Citizens Business Bank Ontario, California	$311K	$0	1	0.05%	Maintained
1013	TU TDAM USA Toronto, Ontario, Canada	$310K	$0	1	0.02%	Maintained
1014	Sigma Planning Corp Ann Arbor, Michigan	$309K	-$11.5K	1	0.02%	Reduced
1015	Fiduciary Trust Boston, Massachusetts	$308K	-$2.98K	1	0.01%	Reduced
1016	GFPC Global Financial Private Capital Sarasota, Florida	$306K	-$389K	1	0.01%	Reduced
1017	Avantax Planning Partners Dubuque, Iowa	$304K	-$407K	1	0.03%	Reduced
1018	CA Cynosure Advisors Salt Lake City, Utah	$300K	$0	1	0.08%	Maintained
1019	TCOV Trust Company of Vermont Brattleboro, Vermont	$299K	+$31.5K	5	0.03%	Increased
1020	CAN Claraphi Advisory Network Aliso Viejo, United States	$297K	+$21.2K	1	0.19%	Increased
1021	MUFG Americas New York	$295K	-$40.7K	3	0.01%	Reduced
1022	RIL Rothschild Investment LLC Chicago, Illinois	$291K	$0	1	0.04%	Maintained
1023	HM Payson & Co Portland, Maine	$290K	$0	1	0.01%	Maintained
1024	FMT First Mercantile Trust Cordova, Tennessee	$289K	+$68.3K	3	0.06%	Increased
1025	AFG Albion Financial Group Salt Lake City, Utah	$288K	$0	1	0.04%	Maintained