← 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
951	OC Oakworth Capital Birmingham, Alabama	$198K	$0	2	0.13%	Maintained
952	RIA Regal Investment Advisors Kentwood, Michigan	$197K	+$65.1K	3	0.08%	Increased
953	GIS Guardian Investor Services New York	$195K	-$7.42K	2	0.15%	Reduced
954	Group One Trading Chicago, Illinois	$191K	-$509K	3	0%	Reduced
955	MassMutual Private Wealth & Trust Windsor, Connecticut	$187K	+$91K	1	0.11%	Increased
956	TCOV Trust Company of Vermont Brattleboro, Vermont	$183K	-$32.5K	3	0.03%	Reduced
957	JT Jump Trading Chicago, Illinois	$171K	+$197K	1	0.01%	New
958	Brinker Capital Investments Berwyn, Pennsylvania	$170K	+$169K	1	0.01%	Increased
959	MCM Marathon Capital Management Hunt Valley, Maryland	$169K	$0	1	0.13%	Maintained
960	TA Teton Advisors Rye, New York	$169K	-$179K	1	0.01%	Reduced
961	Shinko Asset Management Company Tokyo, Japan	$166K	$0	4	0%	Maintained
962	Perceptive Advisors New York	$164K	$0	1	0.02%	Maintained
963	IC IKOS CIF Limassol, Cyprus	$147K	+$140K	1	0.22%	New
964	GLI Guardian Life Insurance New York	$143K	-$192	2	0.01%	Reduced
965	AIM Acuity Investment Management Toronto, Ontario, Canada	$134K	-$8.98K	1	0.07%	Reduced
966	Avior Wealth Management Omaha, Nebraska	$126K	+$125K	1	0.11%	New
967	MCF Advisors Covington, Kentucky	$125K	$0	1	0.04%	Maintained
968	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$117K	-$3.48K	1	0.09%	Reduced
969	TFO Tarbox Family Office Newport Beach, California	$115K	-$3.28K	3	0.1%	Reduced
970	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$112K	+$80.9K	2	0%	Increased
971	PAS Partnervest Advisory Services Santa Barbara, California	$110K	-$50.1K	5	0.05%	Reduced
972	RNS Robert N. Shapiro	$105K	-$162K	2	0.02%	Reduced
973	JFA JNBA Financial Advisors Bloomington, Minnesota	$95K	-$22.7K	3	0.05%	Reduced
974	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$93K	$0	1	0.08%	Maintained
975	PO Private Ocean San Rafael, California	$93K	$0	1	0.07%	Maintained