← 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
976	TFO Tarbox Family Office Newport Beach, California	$170K	+$1.14K	4	0.07%	Increased
977	MMG Monetary Management Group St Louis, Missouri	$168K	-$12K	2	0.07%	Reduced
978	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$167K	+$20.4K	1	0.02%	Increased
979	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$161K	-$92.7K	3	0.09%	Reduced
980	PCP Proficio Capital Partners Newton, Massachusetts	$159K	-$17.9K	6	0.06%	Reduced
981	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$154K	+$156K	1	0%	New
982	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$148K	$0	2	0.12%	Maintained
983	IHT Wealth Management Chicago, Illinois	$148K	-$669K	2	0.06%	Reduced
984	PO Private Ocean San Rafael, California	$148K	$0	2	0.09%	Maintained
985	Simon Quick Advisors Morristown, New Jersey	$146K	+$140K	1	0.05%	New
986	Avior Wealth Management Omaha, Nebraska	$142K	$0	2	0.05%	Maintained
987	OneDigital Investment Advisors Overland Park, Kansas	$141K	-$250K	4	0.05%	Reduced
988	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$137K	-$9.92K	1	0.04%	Reduced
989	Edmond de Rothschild Holding Chambesy, Switzerland	$133K	$0	3	0%	Maintained
990	FMT First Mercantile Trust Cordova, Tennessee	$131K	-$519K	1	0.02%	Reduced
991	MFW Mosaic Family Wealth St. Louis, Missouri	$129K	+$23.7K	4	0.05%	Increased
992	RE RBC Europe London, United Kingdom	$125K	+$124K	5	0.02%	New
993	BAM Barrett Asset Management New York	$118K	-$1K	2	0.01%	Reduced
994	HR Howe & Rusling Rochester, New York	$113K	-$34.1K	4	0.02%	Reduced
995	TCI Wealth Advisors Tucson, Arizona	$112K	$0	3	0.05%	Maintained
996	PSC Prentiss Smith & Co Brattleboro, Vermont	$109K	+$99.7K	2	0.06%	Increased
997	SGAM Smith Group Asset Management Dallas, Texas	$108K	-$252K	1	0%	Reduced
998	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$105K	-$1.31M	2	0.07%	Reduced
999	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$104K	$0	1	0.05%	Maintained
1000	SIM Sonora Investment Management Tucson, Arizona	$103K	$0	4	0.02%	Maintained