← 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
1551	PAM Paradigm Asset Management New York	$19.9K	+$22.7K	1	0.01%	New
1552	CWM Curi Wealth Management Raleigh, North Carolina	$19K	+$17.6K	6	0%	Increased
1553	Sumitomo Life Insurance Tokyo, Japan	$19K	+$21.7K	1	0%	New
1554	RWM Raffa Wealth Management Washington, District of Columbia	$18.1K	+$744	7	0.01%	Increased
1555	HCP Hexagon Capital Partners Rogers, Arkansas	$18K	+$7.57K	5	0.01%	Increased
1556	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$18K	+$20.6K	3	0.01%	New
1557	Country Trust Bank Bloomington, Illinois	$17K	+$980	2	0%	Increased
1558	Harding Loevner Bridgewater, New Jersey	$17K	$0	1	0%	Maintained
1559	RA Rise Advisors Rochester, New York	$17K	+$14.1K	3	0.02%	Increased
1560	TC Tacita Capital Toronto, Ontario, Canada	$17K	$0	1	0.01%	Maintained
1561	LCM Logan Capital Management Newtown Square, Pennsylvania	$16K	+$14.3K	3	0%	Increased
1562	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$16K	+$1.35K	2	0.02%	Increased
1563	TF TimeScale Financial Danvers, Massachusetts	$16K	-$6.14K	3	0%	Reduced
1564	WAM WFA Asset Management Whitefish Bay, Wisconsin	$15.1K	+$66	1	0.01%	Increased
1565	BWM Baystate Wealth Management Boston, Massachusetts	$15K	+$1.65K	6	0%	Increased
1566	PMFA Plante Moran Financial Advisors Southfield, Michigan	$15K	-$1.93K	4	0%	Reduced
1567	KFS Kelly Financial Services Braintree, Massachusetts	$14.7K	+$115	6	0.01%	Increased
1568	RTC Riverview Trust Company Vancouver, Washington	$14K	-$35.1K	1	0.01%	Reduced
1569	SSC Syverson Strege & Co West Des Moines, Iowa	$14K	$0	1	0.01%	Maintained
1570	TFM TFC Financial Management Boston, Massachusetts	$14K	+$2.08K	4	0%	Increased
1571	TIM Tortoise Investment Management White Plains, New York	$14K	+$1.67K	3	0%	Increased
1572	AFIA America First Investment Advisors Omaha, Nebraska	$13K	$0	1	0%	Maintained
1573	SIS Sound Income Strategies Ft Lauderdale, Florida	$13K	$0	3	0%	Maintained
1574	APW Acima Private Wealth Richmond, Virginia	$12K	+$13.7K	1	0.01%	New
1575	APW Axim Planning & Wealth Springboro, Ohio	$12K	+$14.8K	2	0.01%	New