← 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	NorthRock Partners Minneapolis, Minnesota	$204K	+$198K	1	0.03%	New
1102	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$203K	+$206K	1	0.04%	New
1103	FHA Flagship Harbor Advisors Boston, Massachusetts	$203K	-$8.8K	5	0.04%	Reduced
1104	WC Woodstock Corp Boston, Massachusetts	$203K	+$197K	1	0.04%	New
1105	MAP Moody Aldrich Partners Marblehead, Massachusetts	$202K	+$191K	1	0.05%	New
1106	Buckingham Strategic Wealth Clayton, Missouri	$201K	+$190K	1	0.02%	New
1107	Cetera Investment Advisers Schaumburg, Illinois	$201K	+$190K	1	0.02%	New
1108	ALAM Asahi Life Asset Management Tokyo, Japan	$193K	-$143K	1	0.03%	Reduced
1109	Global Retirement Partners San Rafael, California	$192K	-$41.6K	5	0.03%	Reduced
1110	RWA Ropes Wealth Advisors Boston, Massachusetts	$191K	+$26.1K	3	0.04%	Increased
1111	TFO Tarbox Family Office Newport Beach, California	$186K	+$3.45K	6	0.06%	Increased
1112	WC Whitnell & Co Oak Brook, Illinois	$184K	$0	1	0.06%	Maintained
1113	MMG Monetary Management Group St Louis, Missouri	$180K	+$57.6K	2	0.07%	Increased
1114	Paradigm Capital Management Inc Albany, New York	$180K	-$89.7K	1	0.02%	Reduced
1115	LC Lindbrook Capital Calabasas, California	$177K	-$3.64K	6	0.07%	Reduced
1116	ACP Ashfield Capital Partners San Francisco, California	$173K	$0	1	0.02%	Maintained
1117	MCF Advisors Covington, Kentucky	$173K	-$5.07K	2	0.03%	Reduced
1118	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$167K	+$17.7K	3	0.08%	Increased
1119	SLF Sun Life Financial Toronto, Ontario, Canada	$158K	-$281	5	0.04%	Reduced
1120	Penserra Capital Management Orinda, California	$155K	+$51.2K	2	0.01%	Increased
1121	GLI Guardian Life Insurance New York	$148K	-$3.21K	4	0.02%	Reduced
1122	ONST Old North State Trust Greensboro, North Carolina	$146K	+$32.6K	3	0.1%	Increased
1123	OIA Optimum Investment Advisors Chicago, Illinois	$146K	-$162K	4	0.05%	Reduced
1124	Caption Management Oklahoma City, Oklahoma	$144K	-$1.65M	1	0.01%	Reduced
1125	OBGC O'Brien Greene & Co Media, Pennsylvania	$140K	$0	1	0.08%	Maintained