← 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	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$152K	$0	1	0.02%	Maintained
1177	RWA Ropes Wealth Advisors Boston, Massachusetts	$149K	+$1.52K	4	0.03%	Increased
1178	HMS Hanseatic Management Services Albuquerque, New Mexico	$148K	-$1.76M	2	0.33%	Reduced
1179	Pendal Group Sydney, Australia	$146K	-$934K	1	0%	Reduced
1180	CT Caldwell Trust Venice, Florida	$145K	$0	4	0.02%	Maintained
1181	Gradient Investments Arden Hills, Minnesota	$137K	+$8.97K	3	0.01%	Increased
1182	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$134K	$0	2	0%	Maintained
1183	VCM Versant Capital Management Phoenix, Arizona	$131K	-$4.49K	7	0.06%	Reduced
1184	BBL Beck Bode LLC Dedham, Massachusetts	$129K	+$134K	2	0.05%	New
1185	FWM Focused Wealth Management Newburgh, New York	$129K	+$1.18K	2	0.03%	Increased
1186	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$120K	+$121K	4	0.03%	New
1187	SIM Sonora Investment Management Tucson, Arizona	$120K	-$4.62K	4	0.01%	Reduced
1188	ONST Old North State Trust Greensboro, North Carolina	$119K	+$118K	2	0.08%	New
1189	Edmond de Rothschild Holding Chambesy, Switzerland	$115K	$0	2	0%	Maintained
1190	RA Rational Advisors Huntington, New York	$114K	+$86.2K	4	0.05%	Increased
1191	Salem Investment Counselors Winston Salem, North Carolina	$113K	$0	3	0.01%	Maintained
1192	GAM Gemmer Asset Management Walnut Creek, California	$110K	+$171	7	0.02%	Increased
1193	Pathstone Family Office Englewood, New Jersey	$110K	-$5.2K	4	0.01%	Reduced
1194	SWA Sutton Wealth Advisors Tampa, Florida	$109K	$0	6	0.05%	Maintained
1195	MAM Marquette Asset Management Minneapolis, Minnesota	$108K	$0	1	0.03%	Maintained
1196	FA Fortis Advisors Wayne, Pennsylvania	$107K	-$18.3K	1	0.1%	Reduced
1197	BFC Bedel Financial Consulting Indianapolis, Indiana	$105K	+$1.61K	4	0.05%	Increased
1198	CFD Creative Financial Designs Kokomo, Indiana	$104K	+$10.4K	5	0.03%	Increased
1199	Freestone Capital Holdings Seattle, Washington	$101K	+$104K	3	0.01%	New
1200	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$100K	-$11.8K	7	0.03%	Reduced