← 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
1001	Farmers & Merchants Investments Inc Lincoln, Nebraska	$199K	-$22.9K	3	0.02%	Reduced
1002	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$198K	-$25.6K	3	0%	Reduced
1003	Signature Estate & Investment Advisors Los Angeles, California	$194K	+$186K	1	0.03%	New
1004	Chicago Partners Investment Group Chicago, Illinois	$191K	$0	1	0.09%	Maintained
1005	Sigma Planning Corp Ann Arbor, Michigan	$180K	-$359K	1	0.02%	Reduced
1006	KC Kellner Capital New York	$174K	+$207K	1	0.12%	New
1007	SignatureFD Atlanta, Georgia	$170K	-$2.09K	6	0.02%	Reduced
1008	TFO Tarbox Family Office Newport Beach, California	$167K	+$1.27K	3	0.12%	Increased
1009	Group One Trading Chicago, Illinois	$162K	-$1.11M	1	0%	Reduced
1010	AA Apriem Advisors Irvine, California	$160K	-$22.4K	3	0.05%	Reduced
1011	SIM Strategic Investment Management Arlington, Virginia	$156K	+$186K	1	0.08%	New
1012	Avior Wealth Management Omaha, Nebraska	$144K	$0	1	0.06%	Maintained
1013	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$143K	$0	1	0.12%	Maintained
1014	PO Private Ocean San Rafael, California	$143K	$0	1	0.1%	Maintained
1015	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$138K	$0	1	0.05%	Maintained
1016	TA Teton Advisors Rye, New York	$137K	$0	1	0.01%	Maintained
1017	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$130K	+$77K	1	0.11%	Increased
1018	GLI Guardian Life Insurance New York	$126K	+$1.18K	2	0.01%	Increased
1019	Capital Analysts LLC Fort Washington, Pennsylvania	$125K	-$52.9K	1	0.03%	Reduced
1020	MFW Mosaic Family Wealth St. Louis, Missouri	$124K	-$22.9K	2	0.06%	Reduced
1021	AGM Alpine Global Management New York	$122K	+$145K	1	0.06%	New
1022	TCI Wealth Advisors Tucson, Arizona	$112K	+$1.59K	2	0.06%	Increased
1023	PFS Physicians Financial Services Raleigh, North Carolina	$111K	$0	1	0.1%	Maintained
1024	WTB Washington Trust Bank Spokane, Washington	$110K	+$29.2K	3	0.03%	Increased
1025	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$105K	+$345	2	0.06%	Increased