← 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	PCP Proficio Capital Partners Newton, Massachusetts	$198K	+$40.5K	8	0.07%	Increased
1052	RIA Regal Investment Advisors Kentwood, Michigan	$193K	+$200K	1	0.04%	New
1053	Glazer Capital LLC New York	$192K	+$181K	1	0.02%	Increased
1054	AOWM Alpha Omega Wealth Management Richmond, Virginia	$184K	$0	3	0.08%	Maintained
1055	ACP Ashfield Capital Partners San Francisco, California	$180K	$0	1	0.02%	Maintained
1056	TFO Tarbox Family Office Newport Beach, California	$180K	+$5.42K	6	0.06%	Increased
1057	MUFG Americas New York	$179K	-$42.3K	2	0.01%	Reduced
1058	FGAM Financial Gravity Asset Management Lakeway, Texas	$171K	+$79.5K	7	0.14%	Increased
1059	LC Lindbrook Capital Calabasas, California	$166K	+$22.7K	9	0.06%	Increased
1060	Paradigm Capital Management Inc Albany, New York	$163K	+$174K	1	0.01%	New
1061	Destination Wealth Management Walnut Creek, California	$162K	$0	3	0.01%	Maintained
1062	IRC Investors Research Corp Atlanta, Georgia	$159K	-$597	3	0.08%	Reduced
1063	SSB Sandy Spring Bank Olney, Maryland	$159K	+$2.07K	3	0.01%	Increased
1064	WC Whitnell & Co Oak Brook, Illinois	$159K	$0	1	0.06%	Maintained
1065	OneDigital Investment Advisors Overland Park, Kansas	$156K	-$3.91M	4	0.01%	Reduced
1066	SLF Sun Life Financial Toronto, Ontario, Canada	$156K	-$41.4K	5	0.04%	Reduced
1067	MCF Advisors Covington, Kentucky	$155K	$0	2	0.03%	Maintained
1068	RWA Ropes Wealth Advisors Boston, Massachusetts	$155K	$0	2	0.03%	Maintained
1069	AIM Advantage Investment Management Cedar Rapids, Iowa	$154K	-$9.45K	4	0.12%	Reduced
1070	CL CSS LLC Chicago, Illinois	$146K	+$152K	2	0.01%	New
1071	OBGC O'Brien Greene & Co Media, Pennsylvania	$144K	$0	1	0.08%	Maintained
1072	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$143K	+$21.9K	4	0.03%	Increased
1073	FNB Farmers National Bank Danville, Kentucky	$141K	-$36K	2	0.07%	Reduced
1074	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$137K	$0	1	0.08%	Maintained
1075	GLI Guardian Life Insurance New York	$135K	+$1.23K	4	0.02%	Increased