← 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	BCA Berman Capital Advisors Atlanta, Georgia	$165K	+$47.9K	7	0.04%	Increased
1177	RWA Ropes Wealth Advisors Boston, Massachusetts	$165K	+$5.97K	3	0.03%	Increased
1178	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$162K	+$137K	1	0.02%	New
1179	TSS Two Sigma Securities New York	$158K	+$133K	1	0%	New
1180	CT Caldwell Trust Venice, Florida	$156K	-$1.67K	4	0.03%	Reduced
1181	Smithfield Trust Pittsburgh, Pennsylvania	$154K	+$34.3K	6	0.01%	Increased
1182	AIM AIA Investment Management Singapore	$150K	-$45.5K	4	0.03%	Reduced
1183	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$150K	$0	1	0.02%	Maintained
1184	Citizens Financial Group Providence, Rhode Island	$140K	-$9.38K	6	0.01%	Reduced
1185	BFIM Beese Fulmer Investment Management Canton, Ohio	$138K	+$137K	1	0.02%	New
1186	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$134K	$0	2	0%	Maintained
1187	Fidelity International Hamilton, Bermuda	$132K	+$14.7K	4	0%	Increased
1188	SIM Sonora Investment Management Tucson, Arizona	$129K	$0	4	0.01%	Maintained
1189	Gradient Investments Arden Hills, Minnesota	$127K	-$17K	3	0.01%	Reduced
1190	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$126K	+$119K	3	0.08%	New
1191	FA Fortis Advisors Wayne, Pennsylvania	$123K	-$409K	1	0.12%	Reduced
1192	MAM Marquette Asset Management Minneapolis, Minnesota	$121K	$0	1	0.04%	Maintained
1193	FWM Focused Wealth Management Newburgh, New York	$119K	+$117K	1	0.03%	New
1194	Walleye Capital New York	$118K	-$1.09M	1	0.03%	Reduced
1195	PWP Principle Wealth Partners Madison, Connecticut	$117K	+$104K	2	0.03%	New
1196	NICM Neo Ivy Capital Management New York	$115K	+$41.2K	1	0.13%	Increased
1197	Pathstone Family Office Englewood, New Jersey	$115K	+$5.5K	5	0.01%	Increased
1198	GAM Gemmer Asset Management Walnut Creek, California	$114K	+$4.84K	7	0.02%	Increased
1199	HM Payson & Co Portland, Maine	$114K	$0	2	0%	Maintained
1200	Edmond de Rothschild Holding Chambesy, Switzerland	$113K	$0	2	0%	Maintained