← 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
1051	NFG Next Financial Group Houston, Texas	$131K	-$84.1K	5	0.04%	Reduced
1052	TCI Wealth Advisors Tucson, Arizona	$125K	+$11.4K	3	0.07%	Increased
1053	AA Apriem Advisors Irvine, California	$122K	+$7.06K	4	0.03%	Increased
1054	MFW Mosaic Family Wealth St. Louis, Missouri	$121K	+$9.19K	3	0.05%	Increased
1055	FO FT Options Chicago, Illinois	$116K	+$113K	1	0.15%	New
1056	BAM Barrett Asset Management New York	$113K	$0	3	0.01%	Maintained
1057	GLI Guardian Life Insurance New York	$106K	+$399	2	0.02%	Increased
1058	SIM Sonora Investment Management Tucson, Arizona	$103K	$0	4	0.02%	Maintained
1059	NIMI Natixis Investment Managers International Paris, France	$101K	$0	1	0.01%	Maintained
1060	TCM Tradewinds Capital Management Bellingham, Washington	$101K	+$7.01K	5	0.06%	Increased
1061	FMA FNY Managed Accounts New York	$95K	+$94.3K	4	0.29%	New
1062	VCM Versant Capital Management Phoenix, Arizona	$91K	-$1.03K	7	0.05%	Reduced
1063	H Hexavest Montreal, Quebec, Canada	$90K	$0	1	0%	Maintained
1064	CFA Carroll Financial Associates Charlotte, North Carolina	$89K	+$16K	4	0.01%	Increased
1065	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$89K	$0	1	0.04%	Maintained
1066	RFM Royal Fund Management Lady Lake, Florida	$87K	-$25K	2	0.04%	Reduced
1067	DIA Davidson Investment Advisors Great Falls, Montana	$86K	+$6.68K	2	0.01%	Increased
1068	TA Teton Advisors Rye, New York	$86K	$0	1	0.01%	Maintained
1069	HFM Hartford Financial Management Hartford, Connecticut	$82K	$0	3	0.05%	Maintained
1070	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$79K	-$10.9K	4	0.09%	Reduced
1071	Citizens Financial Group Providence, Rhode Island	$78K	-$44.7K	1	0.01%	Reduced
1072	First Horizon Advisors Memphis, Tennessee	$78K	+$30.3K	3	0.01%	Increased
1073	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$77K	-$131K	3	0.04%	Reduced
1074	FIB First Interstate Bank Billings, Montana	$76K	+$1.86K	2	0.02%	Increased
1075	RIM Rampart Investment Management Hartford, Connecticut	$76K	+$74.8K	2	0.03%	New