← 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
1301	TI Truehand Inc Strafford, New Hampshire	$106K	$0	1	0.07%	Maintained
1302	RIA RPG Investment Advisory Pleasanton, California	$104K	$0	1	0.02%	Maintained
1303	SSB Sandy Spring Bank Olney, Maryland	$101K	$0	3	0.01%	Maintained
1304	WEC Winslow Evans & Crocker Boston, Massachusetts	$95K	+$37.4K	5	0.02%	Increased
1305	Giverny Capital Montreal, Quebec, Canada	$93K	$0	1	0.01%	Maintained
1306	KC Kinloch Capital Glen Allen, Virginia	$93K	+$86.3K	2	0.08%	New
1307	SWM Sugarloaf Wealth Management Duluth, Georgia	$93K	-$5.08K	5	0.03%	Reduced
1308	PGAM Princeton Global Asset Management Princeton, New Jersey	$89K	-$9.68K	2	0.03%	Reduced
1309	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$89K	+$83.1K	7	0.03%	New
1310	HFM Hartford Financial Management Hartford, Connecticut	$88K	$0	2	0.02%	Maintained
1311	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$86K	-$1.22M	2	0%	Reduced
1312	NR Newfound Research Wellesley Hills, Massachusetts	$85K	+$45.7K	1	0.22%	Increased
1313	MCF Advisors Covington, Kentucky	$84K	$0	2	0.01%	Maintained
1314	NIM NuWave Investment Management Parsippany, New Jersey	$84K	-$139K	2	0.11%	Reduced
1315	JIR James Investment Research Alpha, Ohio	$83K	+$3.05K	2	0.01%	Increased
1316	FPFS First Personal Financial Services Charlotte, North Carolina	$81K	$0	2	0.02%	Maintained
1317	Capital Analysts LLC Fort Washington, Pennsylvania	$80K	+$509	2	0.01%	Increased
1318	TCCM Timber Creek Capital Management Boston, Massachusetts	$80K	$0	3	0.04%	Maintained
1319	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$78K	+$44.3K	6	0.02%	Increased
1320	CB Community Bank Dewitt, New York	$77K	-$22K	2	0.01%	Reduced
1321	Simon Quick Advisors Morristown, New Jersey	$76K	+$36.9K	2	0.02%	Increased
1322	AP Atwood & Palmer Kansas City, Missouri	$74K	$0	2	0.01%	Maintained
1323	SIM Sonora Investment Management Tucson, Arizona	$73K	-$58.3K	3	0.01%	Reduced
1324	TCI Wealth Advisors Tucson, Arizona	$73K	-$1.5K	6	0.03%	Reduced
1325	HR Howe & Rusling Rochester, New York	$72K	$0	2	0.01%	Maintained