← 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	CAN Claraphi Advisory Network Aliso Viejo, United States	$631K	+$655K	2	0.22%	New
1002	AWA Alta Wealth Advisors Woburn, Massachusetts	$629K	-$33.7K	1	0.46%	Reduced
1003	NAM NorthCoast Asset Management Greenwich, Connecticut	$623K	-$7.07K	1	0.02%	Reduced
1004	FPS Fieldpoint Private Securities Greenwich, Connecticut	$618K	-$198	8	0.14%	Reduced
1005	DY Dowling & Yahnke San Diego, California	$617K	-$34.7K	1	0.03%	Reduced
1006	AFS Amtrust Financial Services New York	$614K	-$1.08M	1	0.6%	Reduced
1007	Fort Washington Investment Advisors Cincinnati, Ohio	$612K	-$325K	2	0%	Reduced
1008	Bailard Foster City, California	$609K	-$535K	1	0.02%	Reduced
1009	SIM SummerHaven Investment Management Stamford, Connecticut	$609K	-$2.04M	1	0.36%	Reduced
1010	MFW Meristem Family Wealth Minnetonka, Minnesota	$604K	+$334K	2	0.06%	Increased
1011	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$598K	+$67K	1	0.13%	Increased
1012	WAM Wakefield Asset Management Englewood, Colorado	$594K	+$747K	1	0.22%	New
1013	55I LLC Boston, Massachusetts	$592K	+$530K	1	0.02%	New
1014	GC Grace Capital Quincy, Massachusetts	$592K	$0	1	0.36%	Maintained
1015	AF Advisornet Financial Minnetonka, Minnesota	$585K	-$531K	5	0.04%	Reduced
1016	NFG Nations Financial Group Cedar Rapids, Iowa	$582K	-$226K	1	0.09%	Reduced
1017	Glenview Trust Louisville, Kentucky	$579K	-$273K	1	0.02%	Reduced
1018	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$579K	+$88.4K	1	0.21%	Increased
1019	Global Retirement Partners San Rafael, California	$576K	-$7.2K	6	0.06%	Reduced
1020	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$573K	+$394K	2	0.03%	Increased
1021	OAM Origin Asset Management London, United Kingdom	$573K	$0	2	0.14%	Maintained
1022	HCM Hillman Capital Management Bethesda, Maryland	$561K	+$560K	1	0.2%	New
1023	Avantax Advisory Services Dallas, Texas	$560K	-$120K	1	0.01%	Reduced
1024	HA Harbor Advisors West Palm Beach, Florida	$559K	$0	1	0.11%	Maintained
1025	CG Clarus Group Houston, Texas	$558K	$0	2	0.39%	Maintained