← 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
1076	MCF Advisors Covington, Kentucky	$179K	-$96.4K	2	0.03%	Reduced
1077	Walleye Capital New York	$178K	+$218K	2	0.03%	New
1078	TFO Tarbox Family Office Newport Beach, California	$177K	+$2.85K	4	0.06%	Increased
1079	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$174K	-$283K	2	0.02%	Reduced
1080	Destination Wealth Management Walnut Creek, California	$171K	-$14K	3	0.01%	Reduced
1081	AIM Advantage Investment Management Cedar Rapids, Iowa	$169K	-$33.2K	4	0.13%	Reduced
1082	WC Whitnell & Co Oak Brook, Illinois	$166K	-$173K	1	0.06%	Reduced
1083	SSB Sandy Spring Bank Olney, Maryland	$165K	-$28.7K	4	0.01%	Reduced
1084	AIM Arcadia Investment Management Kalamazoo, Michigan	$162K	+$103K	1	0.05%	Increased
1085	RWA Ropes Wealth Advisors Boston, Massachusetts	$157K	+$1.05K	2	0.04%	Increased
1086	WTB Washington Trust Bank Spokane, Washington	$156K	-$5.82K	3	0.02%	Reduced
1087	FCA FinTrust Capital Advisors Greenville, South Carolina	$154K	-$22.4K	8	0.06%	Reduced
1088	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$153K	-$117K	7	0.02%	Reduced
1089	PLU Performa Ltd (US) Charleston, South Carolina	$152K	+$234K	1	0.14%	New
1090	PCP Proficio Capital Partners Newton, Massachusetts	$151K	-$4.46K	7	0.05%	Reduced
1091	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$147K	-$35.3K	3	0.11%	Reduced
1092	Pathstone Family Office Englewood, New Jersey	$146K	+$92.9K	4	0.02%	Increased
1093	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$142K	$0	1	0.09%	Maintained
1094	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$138K	$0	1	0.02%	Maintained
1095	MAM Marquette Asset Management Minneapolis, Minnesota	$137K	+$133K	2	0.05%	New
1096	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$134K	-$125K	3	0.02%	Reduced
1097	RWM Raffa Wealth Management Washington, District of Columbia	$133K	-$6.19K	4	0.05%	Reduced
1098	CIA CSat Investment Advisory Detroit, Michigan	$132K	+$44.2K	4	0.07%	Increased
1099	GLI Guardian Life Insurance New York	$132K	+$2.79K	4	0.02%	Increased
1100	LC Lindbrook Capital Calabasas, California	$131K	-$17.7K	8	0.05%	Reduced