← 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	Cetera Advisors Denver, Colorado	$339K	+$6.43K	1	0.01%	Increased
1052	Venture Visionary Partners Sylvania, Ohio	$335K	+$314K	1	0.1%	New
1053	Integrated Wealth Concepts Waltham, Massachusetts	$334K	+$11.3K	1	0.03%	Increased
1054	Cresset Asset Management Chicago, Illinois	$332K	+$5.62K	1	0.01%	Increased
1055	Smithfield Trust Pittsburgh, Pennsylvania	$332K	+$31.1K	4	0.03%	Increased
1056	Old National Bancorp Evansville, Indiana	$330K	-$213K	1	0.02%	Reduced
1057	Bragg Financial Advisors Charlotte, North Carolina	$329K	$0	1	0.04%	Maintained
1058	FA FCG Advisors Chatham, New Jersey	$324K	+$1.97K	1	0.09%	Increased
1059	SCM Silvant Capital Management Atlanta, Georgia	$321K	$0	1	0.06%	Maintained
1060	Harvest Fund Management Beijing, China	$319K	+$211K	3	0.03%	Increased
1061	TA Teton Advisors Rye, New York	$319K	+$294K	1	0.03%	New
1062	IndexIQ Advisors New York	$317K	-$569K	3	0.01%	Reduced
1063	BAC Boys Arnold & Co Asheville, North Carolina	$315K	-$29.7K	1	0.04%	Reduced
1064	HFAS Hummer Financial Advisory Services Chicago, Illinois	$314K	+$265K	1	0.34%	New
1065	Level Four Advisory Services Dallas, Texas	$312K	+$33.7K	1	0.01%	Increased
1066	FP Factorial Partners Mt. Kisco, New York	$310K	-$51.4K	1	0.27%	Reduced
1067	FIM Frontier Investment Management Dallas, Texas	$310K	$0	1	0.02%	Maintained
1068	MIM Manitou Investment Management Toronto, Ontario, Canada	$310K	$0	1	0.07%	Maintained
1069	NICM Neo Ivy Capital Management New York	$310K	-$363K	1	0.36%	Reduced
1070	AWA ARS Wealth Advisors St. Petersburg, Florida	$308K	$0	1	0.09%	Maintained
1071	FA Faithward Advisors Lancaster, Pennsylvania	$308K	+$286K	1	0.07%	New
1072	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$307K	$0	1	0.01%	Maintained
1073	MAP Moody Aldrich Partners Marblehead, Massachusetts	$305K	+$61.1K	1	0.06%	Increased
1074	VRM Vectors Research Management New York	$303K	+$6.43K	3	0.12%	Increased
1075	DAM Diamant Asset Management Ridgefield, Connecticut	$302K	$0	1	0.28%	Maintained