← 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	MBT Monroe Bank & Trust Monroe, Michigan	$184K	-$15.2K	1	0.06%	Reduced
1002	SLF Sun Life Financial Toronto, Ontario, Canada	$179K	+$189K	2	0.02%	Increased
1003	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$174K	$0	3	0%	Maintained
1004	LMAM Legg Mason Asset Management Tokyo, Japan	$171K	+$174K	1	0.14%	New
1005	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$167K	-$3.58K	1	0.06%	Reduced
1006	PCP Proficio Capital Partners Newton, Massachusetts	$167K	-$9.81K	6	0.07%	Reduced
1007	FTB First Trust Bank Nassau, Bahamas	$161K	$0	1	0.65%	Maintained
1008	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$156K	$0	1	0.02%	Maintained
1009	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$156K	+$169K	1	0.04%	New
1010	TFO Tarbox Family Office Newport Beach, California	$156K	+$4.31K	4	0.08%	Increased
1011	WTB Washington Trust Bank Spokane, Washington	$155K	-$39.5K	6	0.03%	Reduced
1012	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$151K	$0	2	0.12%	Maintained
1013	PO Private Ocean San Rafael, California	$151K	$0	2	0.1%	Maintained
1014	HR Howe & Rusling Rochester, New York	$148K	+$25.8K	5	0.03%	Increased
1015	Avior Wealth Management Omaha, Nebraska	$145K	$0	2	0.06%	Maintained
1016	Edmond de Rothschild Holding Chambesy, Switzerland	$137K	$0	3	0%	Maintained
1017	FPF FNY Partners Fund New York	$137K	-$317K	1	0.03%	Reduced
1018	BAM Barrett Asset Management New York	$122K	$0	3	0.01%	Maintained
1019	Tower Research Capital (TRC) New York	$117K	-$735K	6	0.01%	Reduced
1020	TCI Wealth Advisors Tucson, Arizona	$115K	$0	3	0.06%	Maintained
1021	MFW Mosaic Family Wealth St. Louis, Missouri	$112K	$0	3	0.05%	Maintained
1022	CBT Capital Bank & Trust Irvine, California	$110K	+$113K	2	0%	New
1023	NIMI Natixis Investment Managers International Paris, France	$109K	$0	1	0.01%	Maintained
1024	SIM Sonora Investment Management Tucson, Arizona	$103K	$0	4	0.02%	Maintained
1025	Chicago Partners Investment Group Chicago, Illinois	$102K	-$252K	2	0.03%	Reduced