← 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	TIM Tortoise Investment Management White Plains, New York	$15.8K	$0	5	0%	Maintained
1627	PA PSI Advisors Tampa, Florida	$15.7K	$0	5	0%	Maintained
1628	OA Operose Advisors Milwaukee, Wisconsin	$15.1K	$0	2	0.01%	Maintained
1629	WOC West Oak Capital Westlake Village, California	$14.8K	$0	1	0.01%	Maintained
1630	SIC SJS Investment Consulting Sylvania, Ohio	$14.1K	-$950	9	0%	Reduced
1631	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$14K	+$122	2	0%	Increased
1632	BAM Byrne Asset Management Kingston, New Jersey	$13.9K	-$18.6K	1	0.01%	Reduced
1633	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$13.8K	+$14.7K	2	0.01%	New
1634	AIM Anchor Investment Management Columbia, South Carolina	$13.8K	-$161K	4	0%	Reduced
1635	QPBE Quintet Private Bank (Europe) Luxembourg	$13.4K	-$757	1	0%	Reduced
1636	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$13.2K	$0	2	0.01%	Maintained
1637	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$13.1K	+$18.5K	1	0%	New
1638	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$12.8K	$0	1	0%	Maintained
1639	TCTC Holdings Dallas, Texas	$12.6K	-$4.45K	2	0%	Reduced
1640	YU Yale University New Haven, Connecticut	$12.2K	$0	1	0.35%	Maintained
1641	HGA Hobbs Group Advisors Columbia, South Carolina	$12.2K	+$12.7K	2	0%	New
1642	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$12K	-$6.08K	3	0%	Reduced
1643	RSWA Robinson Smith Wealth Advisors South Portland, Maine	$11.7K	+$16.6K	1	0.01%	New
1644	CJ Caitlin John Brighton, Michigan	$11.6K	+$946	5	0.01%	Increased
1645	RA Ransom Advisory Providence, Rhode Island	$11.4K	$0	2	0.01%	Maintained
1646	TWP Triad Wealth Partners Lawrence, Kansas	$11.3K	+$11.8K	5	0.01%	New
1647	RAM Riggs Asset Management Dallas, Pennsylvania	$11.1K	+$10.5K	2	0%	Increased
1648	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$11K	-$4.04K	1	0%	Reduced
1649	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$10.7K	-$304	3	0.01%	Reduced
1650	AWM Abound Wealth Management Franklin, Tennessee	$10.7K	-$1.53K	8	0%	Reduced