← 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	AP Atwood & Palmer Kansas City, Missouri	$169K	+$61.9K	3	0.02%	Increased
1052	MMG Monetary Management Group St Louis, Missouri	$168K	-$8.05K	2	0.07%	Reduced
1053	SGAM Smith Group Asset Management Dallas, Texas	$167K	-$3.4M	1	0.01%	Reduced
1054	Moneta Group Investment Advisors St Louis, Missouri	$164K	-$24.4K	2	0.02%	Reduced
1055	Silvercrest Asset Management New York	$164K	+$188K	1	0%	New
1056	FMT First Mercantile Trust Cordova, Tennessee	$163K	$0	1	0.03%	Maintained
1057	TFO Tarbox Family Office Newport Beach, California	$159K	+$17.6K	5	0.06%	Increased
1058	AW Alpha Windward Westwood, Massachusetts	$158K	+$11.5K	1	0.1%	Increased
1059	ArrowMark Colorado Holdings Denver, Colorado	$158K	$0	1	0%	Maintained
1060	FPFS First Personal Financial Services Charlotte, North Carolina	$155K	-$115K	5	0.03%	Reduced
1061	NMC Nine Masts Capital Central, Hong Kong	$155K	-$464K	1	0.02%	Reduced
1062	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$150K	-$5.6K	2	0.04%	Reduced
1063	BAM Barrett Asset Management New York	$148K	-$4K	1	0.01%	Reduced
1064	FA Fortis Advisors Wayne, Pennsylvania	$148K	+$147K	1	0.08%	New
1065	Perigon Wealth Management San Francisco, California	$148K	+$88.4K	3	0.05%	Increased
1066	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$145K	-$50K	2	0%	Reduced
1067	RE RBC Europe London, United Kingdom	$144K	-$4.95K	5	0.02%	Reduced
1068	PFA Pathway Financial Advisors South Burlington, Vermont	$142K	$0	3	0.08%	Maintained
1069	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$142K	-$666K	3	0.06%	Reduced
1070	PCP Proficio Capital Partners Newton, Massachusetts	$140K	-$10.1K	6	0.04%	Reduced
1071	WIC Woodmont Investment Counsel Nashville, Tennessee	$139K	+$13.3K	1	0.04%	Increased
1072	SIM Sonora Investment Management Tucson, Arizona	$138K	+$17.4K	6	0.02%	Increased
1073	TFA Toth Financial Advisory Leesburg, Virginia	$138K	-$249K	3	0.03%	Reduced
1074	AC Avestar Capital New York	$133K	+$25.4K	3	0.09%	Increased
1075	SSB Sandy Spring Bank Olney, Maryland	$133K	$0	5	0.01%	Maintained