← 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
1026	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$44K	$0	1	0.03%	Maintained
1027	Mondrian Investment Partners London, United Kingdom	$44K	$0	1	0%	Maintained
1028	ZB Zions Bancorporation Salt Lake City, Utah	$44K	-$42.3K	1	0.01%	Reduced
1029	VFA Virtus Fund Advisers Hartford, Connecticut	$43K	-$195K	3	0%	Reduced
1030	PineBridge Investments New York	$42K	-$46.7K	1	0%	Reduced
1031	SGC South Georgia Capital Naperville, Illinois	$39K	-$19.3K	1	0.08%	Reduced
1032	Advisory Services Network Atlanta, Georgia	$38K	+$19.3K	4	0.01%	Increased
1033	Global X Management Company New York	$36K	+$33.1K	3	0%	New
1034	JFA JNBA Financial Advisors Bloomington, Minnesota	$35K	$0	2	0.01%	Maintained
1035	PCTC Perkins Coie Trust Company Seattle, Washington	$35K	$0	1	0.03%	Maintained
1036	QAM QCI Asset Management Pittsford, New York	$35K	$0	1	0.01%	Maintained
1037	GAM Gemmer Asset Management Walnut Creek, California	$34K	-$9.08K	4	0.02%	Reduced
1038	HW Hedeker Wealth Lincolnshire, Illinois	$33K	+$29.6K	1	0.03%	New
1039	BCM Blume Capital Management Berkeley, California	$32K	$0	1	0.02%	Maintained
1040	WA WealthTrust-Arizona Scottsdale, Arizona	$32K	$0	1	0.02%	Maintained
1041	Blackhill Capital Morristown, New Jersey	$31K	+$879	1	0%	Increased
1042	VanEck Associates New York	$31K	+$6.88K	1	0%	Increased
1043	SGAM Smith Group Asset Management Dallas, Texas	$30K	+$2.54K	1	0%	Increased
1044	WCM Wealthcare Capital Management Richmond, Virginia	$30K	-$892K	1	0%	Reduced
1045	Edmond de Rothschild Holding Chambesy, Switzerland	$28K	+$24.2K	1	0%	New
1046	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$28K	+$24.2K	1	0.01%	New
1047	BRWM B. Riley Wealth Management Memphis, Tennessee	$25K	$0	1	0.02%	Maintained
1048	DAM Delta Asset Management Memphis, Tennessee	$25K	$0	1	0%	Maintained
1049	CHP Cable Hill Partners Portland, Oregon	$24K	$0	3	0.02%	Maintained
1050	SignatureFD Atlanta, Georgia	$24K	-$1.32K	3	0.01%	Reduced