← 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
1176	RE RBC Europe London, United Kingdom	$147K	$0	4	0.01%	Maintained
1177	Gradient Investments Arden Hills, Minnesota	$145K	+$10.6K	3	0.01%	Increased
1178	OBGC O'Brien Greene & Co Media, Pennsylvania	$145K	$0	1	0.07%	Maintained
1179	AAP Ardsley Advisory Partners Stamford, Connecticut	$143K	-$9.84M	1	0.02%	Reduced
1180	CT Caldwell Trust Venice, Florida	$141K	+$129K	4	0.02%	New
1181	NMC Nine Masts Capital Central, Hong Kong	$138K	+$18.5K	1	0.04%	Increased
1182	SIM Sonora Investment Management Tucson, Arizona	$135K	$0	5	0.01%	Maintained
1183	VCM Versant Capital Management Phoenix, Arizona	$135K	-$9.84K	9	0.07%	Reduced
1184	ACP Ashfield Capital Partners San Francisco, California	$131K	$0	1	0.01%	Maintained
1185	Citizens Financial Group Providence, Rhode Island	$127K	+$103K	7	0.01%	Increased
1186	Edmond de Rothschild Holding Chambesy, Switzerland	$125K	$0	2	0%	Maintained
1187	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$125K	$0	2	0%	Maintained
1188	RFA Reilly Financial Advisors La Mesa, California	$124K	-$134K	2	0.01%	Reduced
1189	Hudson Bay Capital Management Stamford, Connecticut	$123K	+$123K	1	0%	New
1190	OIA Optimum Investment Advisors Chicago, Illinois	$123K	-$37.8K	3	0.04%	Reduced
1191	FPC Falcon Point Capital San Francisco, California	$120K	$0	1	0.15%	Maintained
1192	ONST Old North State Trust Greensboro, North Carolina	$120K	-$40.5K	2	0.06%	Reduced
1193	Salem Investment Counselors Winston Salem, North Carolina	$120K	$0	3	0.01%	Maintained
1194	CFA Carroll Financial Associates Charlotte, North Carolina	$113K	+$26.5K	6	0.01%	Increased
1195	BCA Berman Capital Advisors Atlanta, Georgia	$111K	-$124	9	0.03%	Reduced
1196	RIA Realta Investment Advisors Wilmington, Delaware	$111K	$0	4	0.03%	Maintained
1197	ICM Ionic Capital Management New York	$110K	+$99.3K	1	0.06%	New
1198	AAM Ardevora Asset Management London, United Kingdom	$108K	+$14.4K	1	0%	Increased
1199	HIA Harbor Investment Advisory Lutherville, Maryland	$108K	+$97.5K	6	0.02%	New
1200	SWM Sugarloaf Wealth Management Duluth, Georgia	$108K	+$98.8K	6	0.05%	New