← 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	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$557K	+$179K	2	0.04%	Increased
1027	AIL AGF Investments LLC Toronto, Ontario, Canada	$556K	-$471K	1	0.05%	Reduced
1028	SCA Stonebridge Capital Advisors St Paul, Minnesota	$554K	-$7.41K	5	0.07%	Reduced
1029	Wedbush Securities Los Angeles, California	$553K	-$330K	2	0.03%	Reduced
1030	CIC Cornercap Investment Counsel Atlanta, Georgia	$552K	-$43.2K	1	0.06%	Reduced
1031	GFS GYL Financial Synergies West Hartford, Connecticut	$548K	+$6.6K	1	0.28%	Increased
1032	AIM Anchor Investment Management Columbia, South Carolina	$548K	-$76.3K	3	0.08%	Reduced
1033	Sumitomo Life Insurance Tokyo, Japan	$547K	-$19.2K	1	0.01%	Reduced
1034	BCM Bluefin Capital Management New York	$542K	+$603K	2	0.05%	New
1035	CGL Clarius Group LLC Seattle, Washington	$541K	+$13.5K	2	0.05%	Increased
1036	NSIM North Star Investment Management Chicago, Illinois	$537K	+$13.9K	6	0.04%	Increased
1037	RWA River Wealth Advisors Camp Hill, Pennsylvania	$537K	$0	1	0.09%	Maintained
1038	BCM Breiter Capital Management Bradenton, Florida	$535K	-$6.29K	1	0.31%	Reduced
1039	CAM ClariVest Asset Management San Diego, California	$531K	+$544K	2	0.02%	Increased
1040	ACP Ashfield Capital Partners San Francisco, California	$527K	+$546K	1	0.04%	New
1041	CCG Chatham Capital Group Savannah, Georgia	$524K	$0	1	0.1%	Maintained
1042	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$522K	-$16.4K	1	0.07%	Reduced
1043	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$522K	-$56.9K	1	0.02%	Reduced
1044	Williams Jones Wealth Management New York	$522K	-$1.64K	1	0.01%	Reduced
1045	AFAS Acorn Financial Advisory Services Reston, Virginia	$520K	-$77.8K	1	0.16%	Reduced
1046	MC Matisse Capital Portland, Oregon	$520K	+$135K	1	0.19%	Increased
1047	Fayez Sarofim & Co Houston, Texas	$518K	-$25.2K	2	0%	Reduced
1048	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$515K	-$3.15M	1	0.19%	Reduced
1049	Apella Capital West Hartford, Connecticut	$511K	$0	1	0.07%	Maintained
1050	Meiji Yasuda Life Insurance Tokyo, Japan	$507K	-$203K	2	0.01%	Reduced