← 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	TCOV Trust Company of Vermont Brattleboro, Vermont	$250K	-$2.26K	5	0.02%	Reduced
1052	BA Boston Advisors Boston, Massachusetts	$249K	-$50.5K	1	0.01%	Reduced
1053	AFG Albion Financial Group Salt Lake City, Utah	$247K	$0	1	0.03%	Maintained
1054	IIC Ironwood Investment Counsel Scottsdale, Arizona	$247K	+$655	1	0.09%	Increased
1055	EMG ETF Managers Group Summit, New Jersey	$245K	-$9.56K	1	0.01%	Reduced
1056	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$243K	-$2.52M	1	0.1%	Reduced
1057	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$242K	$0	1	0.02%	Maintained
1058	UMB Bank Kansas City, Missouri	$242K	-$55.1K	1	0.01%	Reduced
1059	RG Redmile Group San Francisco, California	$239K	+$257K	1	0.01%	New
1060	Cookson Peirce & Co Pittsburgh, Pennsylvania	$238K	+$231K	1	0.02%	New
1061	SS Sunbelt Securities Houston, Texas	$237K	+$246K	1	0.03%	New
1062	SP Symmetry Partners Glastonbury, Connecticut	$237K	-$381K	1	0.05%	Reduced
1063	OSIA O'Shares Investment Advisers Boston, Massachusetts	$235K	-$151K	1	0.04%	Reduced
1064	AWA ARS Wealth Advisors St. Petersburg, Florida	$234K	$0	1	0.07%	Maintained
1065	OC Oakworth Capital Birmingham, Alabama	$234K	-$4.69K	2	0.05%	Reduced
1066	GFPC Global Financial Private Capital Sarasota, Florida	$233K	+$226K	1	0.01%	New
1067	RFA Reilly Financial Advisors La Mesa, California	$233K	+$5.38K	3	0.03%	Increased
1068	Altshuler Shaham Tel Aviv, Israel	$231K	+$12.4K	1	0.01%	Increased
1069	ACA Atlas Capital Advisors Jackson, Wyoming	$230K	-$77.3K	2	0.07%	Reduced
1070	Level Four Advisory Services Dallas, Texas	$230K	+$217K	1	0.02%	New
1071	YIA YHB Investment Advisors West Hartford, Connecticut	$230K	+$216K	1	0.04%	New
1072	Arax Advisory Partners Denver, Colorado	$229K	+$200	4	0.07%	Increased
1073	MCM Maple Capital Management Montpelier, Vermont	$228K	+$215K	1	0.05%	New
1074	S Surevest Los Angeles, California	$228K	+$221K	1	0.11%	New
1075	Wealthspire Advisors (Maryland) Potomac, Maryland	$228K	+$214K	1	0.02%	New