← 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
1126	RE RBC Europe London, United Kingdom	$160K	+$6.54K	5	0.02%	Increased
1127	LMAM Legg Mason Asset Management Tokyo, Japan	$159K	-$176K	1	0.12%	Reduced
1128	VCM Vigilant Capital Management Portland, Maine	$156K	+$100K	2	0.02%	Increased
1129	BAM Barrett Asset Management New York	$155K	$0	1	0.01%	Maintained
1130	PHK Point72 Hong Kong Hong Kong	$155K	+$79.3K	1	0.05%	Increased
1131	ArrowMark Colorado Holdings Denver, Colorado	$145K	$0	1	0%	Maintained
1132	AC Avestar Capital New York	$144K	+$11.5K	3	0.09%	Increased
1133	ABA American Beacon Advisors Irving, Texas	$143K	+$23.1K	1	1.32%	Increased
1134	FA Fortis Advisors Wayne, Pennsylvania	$143K	$0	1	0.08%	Maintained
1135	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$142K	$0	2	0%	Maintained
1136	PFA Pathway Financial Advisors South Burlington, Vermont	$140K	$0	3	0.08%	Maintained
1137	Avior Wealth Management Omaha, Nebraska	$138K	+$1.17K	4	0.03%	Increased
1138	RWA Ropes Wealth Advisors Boston, Massachusetts	$138K	-$2.02K	3	0.04%	Reduced
1139	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$134K	-$11.4K	1	0.04%	Reduced
1140	FGAM Financial Gravity Asset Management Lakeway, Texas	$133K	-$85.9K	9	0.12%	Reduced
1141	TCI Wealth Advisors Tucson, Arizona	$127K	+$4.48K	5	0.06%	Increased
1142	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$123K	-$82.9K	8	0.02%	Reduced
1143	Benjamin F. Edwards & Company St. Louis, Missouri	$119K	-$4.23K	5	0.01%	Reduced
1144	KJWM Kiley Juergens Wealth Management Olympia, Washington	$119K	+$120K	5	0.11%	New
1145	PCM Poehling Capital Management Madison, Wisconsin	$119K	-$10.7K	3	0.1%	Reduced
1146	Salem Investment Counselors Winston Salem, North Carolina	$118K	+$231	4	0.01%	Increased
1147	Edmond de Rothschild Holding Chambesy, Switzerland	$117K	$0	2	0%	Maintained
1148	GC Globeflex Capital San Diego, California	$116K	-$12.5K	1	0.02%	Reduced
1149	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$109K	$0	2	0.06%	Maintained
1150	GLI Guardian Life Insurance New York	$107K	+$14.9K	3	0.02%	Increased