← 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
1601	CPG Cornerstone Planning Group Fairfield, New Jersey	$17K	+$17.4K	4	0.01%	New
1602	HF Halpern Financial Ashburn, Virginia	$16.8K	+$16.9K	2	0.01%	New
1603	KFS Kelly Financial Services Braintree, Massachusetts	$16.6K	-$112	5	0.01%	Reduced
1604	PAM Paradigm Asset Management New York	$15.9K	$0	2	0%	Maintained
1605	EC Elequin Capital New York	$15.8K	+$16.2K	1	0.01%	New
1606	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$15.4K	$0	2	0.01%	Maintained
1607	LF Lee Financial Dallas, Texas	$15.3K	+$7	3	0%	Increased
1608	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$15.2K	-$1.21K	1	0%	Reduced
1609	TIM Tortoise Investment Management White Plains, New York	$15.1K	$0	4	0%	Maintained
1610	WB Webster Bank Waterbury, Connecticut	$14.9K	-$300	2	0%	Reduced
1611	GGI Godsey & Gibb Inc Richmond, Virginia	$14.7K	+$464	3	0%	Increased
1612	APC Aspire Private Capital Cornelius, North Carolina	$14.6K	+$2.63K	3	0%	Increased
1613	Larson Financial Group St Louis, Missouri	$14.2K	$0	4	0%	Maintained
1614	AA AlphaMark Advisors Ft. Wright, Kentucky	$14K	-$35.6K	1	0.01%	Reduced
1615	CT Clearstead Trust Portland, Maine	$13.9K	$0	2	0%	Maintained
1616	DI Disciplined Investments Tulsa, Oklahoma	$13.7K	+$171	13	0.01%	Increased
1617	SVCP Silicon Valley Capital Partners San Jose, California	$13.6K	+$12K	1	0%	New
1618	ICM Intrepid Capital Management Jacksonville Beach, Florida	$13.3K	+$15K	1	0.01%	New
1619	CCA Column Capital Advisors Indianapolis, Indiana	$13K	-$558	4	0%	Reduced
1620	SIC SJS Investment Consulting Sylvania, Ohio	$13K	+$151	13	0%	Increased
1621	AFIA America First Investment Advisors Omaha, Nebraska	$12.9K	$0	1	0%	Maintained
1622	RWPA Richard W. Paul & Associates Novi, Michigan	$12.9K	-$253	3	0.01%	Reduced
1623	SAM S.A. Mason Holland, Michigan	$12.4K	$0	1	0.01%	Maintained
1624	GAG Goodman Advisory Group Needham, Massachusetts	$12.4K	$0	2	0%	Maintained
1625	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$12K	$0	3	0%	Maintained