← 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
1626	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$14.8K	$0	2	0.01%	Maintained
1627	PP Pacifica Partners Surrey, Canada	$14.7K	+$15.4K	2	0.01%	Increased
1628	FWM Focused Wealth Management Newburgh, New York	$14.2K	$0	3	0%	Maintained
1629	OA Operose Advisors Milwaukee, Wisconsin	$14.1K	$0	1	0.01%	Maintained
1630	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$14K	+$6.38K	3	0.01%	Increased
1631	RWPA Richard W. Paul & Associates Novi, Michigan	$14K	+$13.3K	3	0.01%	New
1632	DIP DT Investment Partners Chadds Ford, Pennsylvania	$13.4K	$0	3	0%	Maintained
1633	SIC SJS Investment Consulting Sylvania, Ohio	$13.2K	+$2.68K	13	0%	Increased
1634	HP HealthInvest Partners Stockholm, Sweden	$13.1K	+$11.1K	1	0.03%	New
1635	PWS Paragon Wealth Strategies Jacksonville, Florida	$13K	$0	1	0.02%	Maintained
1636	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$13K	$0	1	0.01%	Maintained
1637	TIM Tortoise Investment Management White Plains, New York	$12.9K	+$1.07K	4	0%	Increased
1638	TAM Tucker Asset Management Littleton, Colorado	$12.6K	-$36.9K	4	0%	Reduced
1639	KFS Kelly Financial Services Braintree, Massachusetts	$12.6K	$0	6	0.01%	Maintained
1640	OIA Optimum Investment Advisors Chicago, Illinois	$12.4K	$0	3	0.01%	Maintained
1641	DI Disciplined Investments Tulsa, Oklahoma	$12.2K	-$916	11	0.01%	Reduced
1642	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$12K	$0	3	0.03%	Maintained
1643	TWI Thomas White International Chicago, Illinois	$11.9K	-$183	1	0%	Reduced
1644	PMFA Plante Moran Financial Advisors Southfield, Michigan	$11.8K	+$12K	2	0%	Increased
1645	TCCM Timber Creek Capital Management Boston, Massachusetts	$11.8K	-$2.66M	2	0%	Reduced
1646	PAM Paradigm Asset Management New York	$11.6K	-$21.9K	2	0%	Reduced
1647	MRCM M&R Capital Management Summit, New Jersey	$11.3K	+$1.05K	2	0%	Increased
1648	SAM S.A. Mason Holland, Michigan	$11.2K	$0	1	0.01%	Maintained
1649	LCM Logan Capital Management Newtown Square, Pennsylvania	$11.2K	$0	2	0%	Maintained
1650	TCWA Ten Capital Wealth Advisors Spokane, Washington	$11.2K	$0	1	0%	Maintained