← 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
1101	WI WrapManager Inc Mill Valley, California	$202K	-$793	1	0.07%	Reduced
1102	RWM Raffa Wealth Management Washington, District of Columbia	$202K	-$152K	4	0.08%	Reduced
1103	BAM Bruderman Asset Management Locust Valley, New York	$201K	-$132K	3	0.05%	Reduced
1104	Lincoln National Corp Radnor, Pennsylvania	$200K	+$208K	1	0.01%	New
1105	Washington Trust Westerly, Rhode Island	$197K	+$197K	2	0.01%	New
1106	CPA Court Place Advisors Ellicott City, Maryland	$196K	$0	1	0.08%	Maintained
1107	Diversified Trust Memphis, Tennessee	$192K	+$194K	1	0.01%	New
1108	Harvest Fund Management Beijing, China	$187K	+$162K	5	0.03%	New
1109	LFA Legacy Financial Advisors Covington, Kentucky	$186K	+$65.4K	4	0.07%	Increased
1110	LWS Lucia Wealth Services San Diego, California	$184K	+$192K	1	0.08%	New
1111	MBT Monroe Bank & Trust Monroe, Michigan	$184K	$0	1	0.06%	Maintained
1112	SXL Summit X LLC Chesterfield, Missouri	$181K	+$174K	1	0.1%	New
1113	Smithfield Trust Pittsburgh, Pennsylvania	$179K	-$105K	5	0.02%	Reduced
1114	TDC Thompson Davis & Co Richmond, Virginia	$178K	+$36.1K	4	0.42%	Increased
1115	AA Apriem Advisors Irvine, California	$177K	+$159K	3	0.04%	New
1116	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$177K	$0	1	0.03%	Maintained
1117	Silvercrest Asset Management New York	$177K	$0	1	0%	Maintained
1118	PCP Proficio Capital Partners Newton, Massachusetts	$171K	+$25.3K	6	0.07%	Increased
1119	TFO Tarbox Family Office Newport Beach, California	$166K	-$548	5	0.06%	Reduced
1120	AP Atwood & Palmer Kansas City, Missouri	$165K	-$6.21K	4	0.02%	Reduced
1121	MMG Monetary Management Group St Louis, Missouri	$165K	+$554	2	0.07%	Increased
1122	SIM Sonora Investment Management Tucson, Arizona	$162K	+$12K	6	0.03%	Increased
1123	WIC Woodmont Investment Counsel Nashville, Tennessee	$161K	+$6.22K	1	0.04%	Increased
1124	FIA FNY Investment Advisers New York	$160K	+$167K	3	0.06%	New
1125	MCM McKinley Capital Management Anchorage, Alaska	$160K	-$9.27K	1	0.01%	Reduced