← 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
1501	RTL Red Tortoise LLC Atlanta, Georgia	$3K	+$3.45K	1	0%	New
1502	RAM Riggs Asset Management Dallas, Pennsylvania	$3K	+$3.2K	1	0%	New
1503	RIA RPG Investment Advisory Pleasanton, California	$3K	$0	1	0%	Maintained
1504	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	$0	1	0%	Maintained
1505	AFG Albion Financial Group Salt Lake City, Utah	$2K	-$1.69K	2	0%	Reduced
1506	CA Crewe Advisors Salt Lake City, Utah	$2K	$0	1	0%	Maintained
1507	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	-$66K	2	0%	Reduced
1508	SWA SOA Wealth Advisors New York	$2K	$0	3	0%	Maintained
1509	TAM Tucker Asset Management Littleton, Colorado	$1.74K	$0	1	0%	Maintained
1510	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$1K	+$802	1	0%	New
1511	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1K	-$8.49K	1	0%	Reduced
1512	IRC Investors Research Corp Atlanta, Georgia	$1K	$0	1	0%	Maintained
1513	Larson Financial Group St Louis, Missouri	$1K	$0	2	0%	Maintained
1514	TCM TD Capital Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1515	WIM Westside Investment Management Santa Monica, California	$57	$0	1	0%	Maintained
1516	1WA 180 Wealth Advisors Federal Way, Washington	$0	-$582K	0	–	Closed
1517	6M 6 Meridian Wichita, Kansas	$0	-$894K	0	–	Closed
1518	APG Abacus Planning Group Columbia, South Carolina	$0	-$220K	0	–	Closed
1519	AGA Accuvest Global Advisors Provo, Utah	$0	-$299K	0	–	Closed
1520	AGC Angelo Gordon & Co New York	$0	-$299K	0	–	Closed
1521	AIA Arcadia Investment Advisors Eagle, Idaho	$0	-$565	0	–	Closed
1522	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$162K	0	–	Closed
1523	AWM Aries Wealth Management Portland, Maine	$0	-$200K	0	–	Closed
1524	Artemis Investment Management Edinburgh, United Kingdom	$0	-$8.05M	0	–	Closed
1525	AA Aufman Associates Sewickley, Pennsylvania	$0	-$268K	0	–	Closed