← 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
1526	CAL Capital Advisors Ltd Shaker Heights, Ohio	$18K	-$35.5K	4	0%	Reduced
1527	Country Trust Bank Bloomington, Illinois	$18K	$0	1	0%	Maintained
1528	LF Lee Financial Dallas, Texas	$18K	+$4.28K	4	0%	Increased
1529	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$18K	-$507	1	0.01%	Reduced
1530	TFM TFC Financial Management Boston, Massachusetts	$18K	$0	3	0.01%	Maintained
1531	TFS TrustCore Financial Services Brentwood, Tennessee	$18K	$0	1	0%	Maintained
1532	RIM Rockbridge Investment Management Syracuse, New York	$17.4K	+$3.96K	3	0%	Increased
1533	BWM Baystate Wealth Management Boston, Massachusetts	$17K	-$319	5	0%	Reduced
1534	TC Tacita Capital Toronto, Ontario, Canada	$17K	$0	1	0.01%	Maintained
1535	Harding Loevner Bridgewater, New Jersey	$16K	$0	1	0%	Maintained
1536	PMFA Plante Moran Financial Advisors Southfield, Michigan	$16K	-$15.5K	3	0%	Reduced
1537	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$16K	-$1.21K	1	0.01%	Reduced
1538	HCP Hexagon Capital Partners Rogers, Arkansas	$15K	+$3.61K	3	0%	Increased
1539	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$15K	$0	1	0%	Maintained
1540	TIM Tortoise Investment Management White Plains, New York	$15K	+$11.2K	2	0%	Increased
1541	PP PrairieView Partners St. Paul, Minnesota	$14K	$0	1	0%	Maintained
1542	SSC Syverson Strege & Co West Des Moines, Iowa	$14K	-$7K	1	0.02%	Reduced
1543	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$14K	-$6K	1	0.01%	Reduced
1544	WAM Warberg Asset Management Winnetka, Illinois	$13K	+$14K	1	0%	New
1545	WAM WFA Asset Management Whitefish Bay, Wisconsin	$12.6K	+$62	1	0.01%	Increased
1546	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$12K	+$12K	1	0%	New
1547	BCM Blume Capital Management Berkeley, California	$12K	+$12.4K	1	0%	New
1548	DI Disciplined Investments Tulsa, Oklahoma	$12K	+$11K	10	0%	Increased
1549	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$12K	+$12.5K	1	0%	New
1550	LPWM Lake Point Wealth Management Rockwall, Texas	$12K	$0	3	0.01%	Maintained