← 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
1051	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$169K	$0	2	0.13%	Maintained
1052	TFO Tarbox Family Office Newport Beach, California	$167K	+$888	4	0.07%	Increased
1053	AFNAS American Financial Network Advisory Services Calabasas, California	$163K	-$123K	2	0.07%	Reduced
1054	AAP Ardsley Advisory Partners Stamford, Connecticut	$161K	+$45.5K	1	0.02%	Increased
1055	ArrowMark Colorado Holdings Denver, Colorado	$158K	+$141K	1	0%	New
1056	FMT First Mercantile Trust Cordova, Tennessee	$158K	$0	1	0.03%	Maintained
1057	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$158K	+$5.05K	2	0.04%	Increased
1058	PHK Point72 Hong Kong Hong Kong	$158K	+$122K	3	0.12%	Increased
1059	AW Alpha Windward Westwood, Massachusetts	$150K	-$480K	1	0.09%	Reduced
1060	PFA Pathway Financial Advisors South Burlington, Vermont	$145K	+$137K	3	0.08%	New
1061	SSB Sandy Spring Bank Olney, Maryland	$144K	-$32.7K	5	0.01%	Reduced
1062	RE RBC Europe London, United Kingdom	$143K	+$4.42K	6	0.02%	Increased
1063	PCM Poehling Capital Management Madison, Wisconsin	$142K	+$129K	3	0.12%	New
1064	PCP Proficio Capital Partners Newton, Massachusetts	$140K	-$30.2K	6	0.05%	Reduced
1065	Benjamin F. Edwards & Company St. Louis, Missouri	$134K	+$26.6K	5	0.01%	Increased
1066	BAM Barrett Asset Management New York	$131K	$0	2	0.01%	Maintained
1067	AssetMark Inc Concord, California	$129K	+$63K	9	0%	Increased
1068	FIB First Interstate Bank Billings, Montana	$127K	+$62.9K	2	0.03%	Increased
1069	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$127K	-$36.5K	3	0.07%	Reduced
1070	GLI Guardian Life Insurance New York	$126K	+$34.5K	3	0.03%	Increased
1071	Simon Quick Advisors Morristown, New Jersey	$120K	-$56.4K	1	0.05%	Reduced
1072	SIM Sonora Investment Management Tucson, Arizona	$117K	+$3.93K	5	0.02%	Increased
1073	TCI Wealth Advisors Tucson, Arizona	$117K	-$10K	2	0.05%	Reduced
1074	AC Avestar Capital New York	$116K	+$125K	3	0.09%	New
1075	VIA Vantage Investment Advisors State College, Pennsylvania	$116K	+$91.6K	2	0.03%	Increased