← 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
1026	Mirae Asset Global Investments Seoul, South Korea	$204K	+$210K	1	0%	New
1027	EFS Essex Financial Services Essex, Connecticut	$203K	-$18.7K	1	0.05%	Reduced
1028	SM Sciencast Management Princeton, New Jersey	$203K	-$1.53M	1	0.6%	Reduced
1029	SBA Seven Bridges Advisors New York	$203K	+$141K	1	0.18%	Increased
1030	Simplex Trading Chicago, Illinois	$199K	-$1.24M	4	0.01%	Reduced
1031	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$190K	-$7.96K	2	0%	Reduced
1032	MLM Mount Lucas Management Newtown, Pennsylvania	$182K	-$3.75K	1	0.03%	Reduced
1033	HCM Highlander Capital Management Short Hills, New Jersey	$177K	$0	2	0.16%	Maintained
1034	TFO Tarbox Family Office Newport Beach, California	$159K	+$431	3	0.1%	Increased
1035	NFG Next Financial Group Houston, Texas	$152K	+$87.8K	6	0.03%	Increased
1036	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$142K	$0	1	0.05%	Maintained
1037	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$141K	$0	1	0.12%	Maintained
1038	Avior Wealth Management Omaha, Nebraska	$141K	$0	1	0.06%	Maintained
1039	PO Private Ocean San Rafael, California	$141K	$0	1	0.09%	Maintained
1040	AA Apriem Advisors Irvine, California	$131K	-$7.04K	3	0.04%	Reduced
1041	Meag Munich Ergo Munich, Germany	$131K	-$3.44M	1	0.01%	Reduced
1042	TA Teton Advisors Rye, New York	$130K	$0	1	0.01%	Maintained
1043	WTB Washington Trust Bank Spokane, Washington	$129K	+$24K	7	0.03%	Increased
1044	BCM Basso Capital Management Stamford, Connecticut	$128K	-$1.77M	1	0.02%	Reduced
1045	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$127K	$0	1	0.1%	Maintained
1046	VanEck Associates New York	$123K	+$34.3K	1	0%	Increased
1047	GLI Guardian Life Insurance New York	$118K	$0	2	0.01%	Maintained
1048	MFW Mosaic Family Wealth St. Louis, Missouri	$116K	$0	2	0.05%	Maintained
1049	TCI Wealth Advisors Tucson, Arizona	$110K	+$1.13K	2	0.06%	Increased
1050	PFS Physicians Financial Services Raleigh, North Carolina	$109K	$0	1	0.09%	Maintained