← 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	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$134K	+$6.73K	2	0.06%	Increased
1077	FPC Falcon Point Capital San Francisco, California	$132K	-$86.3K	1	0.07%	Reduced
1078	EWM Executive Wealth Management Brighton, Michigan	$129K	+$6.25K	4	0.02%	Increased
1079	Belpointe Asset Management Reno, Nevada	$128K	+$139K	1	0.03%	New
1080	FCA FinTrust Capital Advisors Greenville, South Carolina	$126K	-$26.7K	6	0.05%	Reduced
1081	Avior Wealth Management Omaha, Nebraska	$121K	+$20.5K	5	0.02%	Increased
1082	FHA Flagship Harbor Advisors Boston, Massachusetts	$119K	-$269K	6	0.02%	Reduced
1083	SMFS Squar Milner Financial Services Irvine, California	$118K	+$101K	2	0.08%	Increased
1084	SIM Sonora Investment Management Tucson, Arizona	$116K	+$6.68K	6	0.01%	Increased
1085	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$114K	-$10.7K	4	0.09%	Reduced
1086	Pathstone Family Office Englewood, New Jersey	$110K	-$33.1K	4	0.01%	Reduced
1087	WEC Winslow Evans & Crocker Boston, Massachusetts	$110K	-$114K	4	0.03%	Reduced
1088	RE RBC Europe London, United Kingdom	$110K	$0	4	0.01%	Maintained
1089	TFA Toth Financial Advisory Leesburg, Virginia	$108K	-$12K	1	0.02%	Reduced
1090	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$107K	-$465	2	0%	Reduced
1091	MMG Monetary Management Group St Louis, Missouri	$107K	+$783	2	0.04%	Increased
1092	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$105K	-$645K	1	0.03%	Reduced
1093	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$102K	-$9.03K	5	0.03%	Reduced
1094	VCM Versant Capital Management Phoenix, Arizona	$102K	-$18.1K	9	0.05%	Reduced
1095	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$100K	-$34.9K	1	0.01%	Reduced
1096	ONST Old North State Trust Greensboro, North Carolina	$100K	+$11.8K	2	0.07%	Increased
1097	RIA Realta Investment Advisors Wilmington, Delaware	$96K	+$83.3K	4	0.03%	Increased
1098	Edmond de Rothschild Holding Chambesy, Switzerland	$95K	$0	2	0%	Maintained
1099	SBL Sargent Bickham Lagudis Boulder, Colorado	$95K	$0	3	0.01%	Maintained
1100	Salem Investment Counselors Winston Salem, North Carolina	$94K	$0	3	0.01%	Maintained