← 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	Cetera Investment Advisers Schaumburg, Illinois	$202K	+$200K	1	0.06%	New
1027	HM Payson & Co Portland, Maine	$202K	+$194K	1	0.01%	New
1028	Capital International Inc Los Angeles, California	$197K	-$1.5M	1	0.02%	Reduced
1029	VanEck Associates New York	$196K	+$24.1K	2	0%	Increased
1030	Krilogy Financial St. Louis, Missouri	$190K	$0	1	0.06%	Maintained
1031	WTB Washington Trust Bank Spokane, Washington	$188K	+$66K	5	0.04%	Increased
1032	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$184K	-$26.5K	3	0%	Reduced
1033	TH Timber Hill Greenwich, Connecticut	$180K	-$2.78M	1	0%	Reduced
1034	PCP Proficio Capital Partners Newton, Massachusetts	$178K	+$77.3K	6	0.08%	Increased
1035	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$176K	$0	1	0.03%	Maintained
1036	FWM FFT Wealth Management Philadelphia, Pennsylvania	$171K	+$151K	1	0.05%	New
1037	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$163K	$0	2	0.13%	Maintained
1038	PO Private Ocean San Rafael, California	$163K	$0	2	0.11%	Maintained
1039	TFO Tarbox Family Office Newport Beach, California	$163K	-$2.11K	4	0.08%	Reduced
1040	MLM Mount Lucas Management Newtown, Pennsylvania	$160K	-$20.7K	1	0.03%	Reduced
1041	Arax Advisory Partners Denver, Colorado	$159K	+$11.2K	2	0.08%	Increased
1042	FTB First Trust Bank Nassau, Bahamas	$159K	+$150K	1	0.58%	New
1043	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$158K	+$3.46K	1	0.06%	Increased
1044	Avior Wealth Management Omaha, Nebraska	$156K	$0	2	0.05%	Maintained
1045	Thompson Siegel & Walmsley Richmond, Virginia	$153K	-$447K	3	0%	Reduced
1046	WEC Winslow Evans & Crocker Boston, Massachusetts	$152K	-$1.69K	5	0.05%	Reduced
1047	Maven Securities St Helier, Jersey	$146K	+$139K	1	0.09%	New
1048	Edmond de Rothschild Holding Chambesy, Switzerland	$138K	$0	3	0%	Maintained
1049	Salem Investment Counselors Winston Salem, North Carolina	$133K	+$14.1K	3	0.01%	Increased
1050	HR Howe & Rusling Rochester, New York	$132K	-$38.5K	4	0.03%	Reduced