← 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
1776	PP Paladin Partners Hartland, Wisconsin	$440	$0	2	0%	Maintained
1777	USB Union Savings Bank Litchfield, Connecticut	$435	$0	1	0%	Maintained
1778	HIA Highland Investment Advisors Ponte Vedra, Florida	$412	+$389	2	0%	New
1779	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$353	$0	1	0%	Maintained
1780	NL NorthAvenue LLC Columbus, Ohio	$349	$0	1	0%	Maintained
1781	GCM Gables Capital Management Miami, Florida	$348	$0	1	0%	Maintained
1782	YP YANKCOM Partnership Yankton, South Dakota	$348	$0	1	0%	Maintained
1783	BCM Blume Capital Management Berkeley, California	$326	$0	1	0%	Maintained
1784	PCA Providence Capital Advisors Charlotte, North Carolina	$296	+$268	2	0%	New
1785	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$284	$0	1	0%	Maintained
1786	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$283	$0	1	0%	Maintained
1787	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$279	$0	1	0%	Maintained
1788	AIM Axiom Investment Management New York	$271	+$247	2	0%	New
1789	TCA Trifecta Capital Advisors Northbrook, Illinois	$264	+$207	2	0%	Increased
1790	CRI Commonwealth Retirement Investments Richmond, Virginia	$244	+$218	1	0%	New
1791	PAM Paradigm Asset Management New York	$231	$0	1	0%	Maintained
1792	B Bayban Bayport, Minnesota	$222	-$993	1	0%	Reduced
1793	IA IFS Advisors Overland Park, Kansas	$197	$0	1	0%	Maintained
1794	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$192	+$171	1	0%	New
1795	AIS Advocate Investing Services Woodbine, Maryland	$178	$0	1	0%	Maintained
1796	MS Monetary Solutions Dayton, Ohio	$177	+$168	2	0%	New
1797	HI Hoey Investments Coatesville, Pennsylvania	$175	$0	1	0%	Maintained
1798	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$174	$0	1	0%	Maintained
1799	HNB Hilltop National Bank Casper, Wyoming	$152	-$685	2	0%	Reduced
1800	DWM Darwin Wealth Management Tampa, Florida	$110	-$142	1	0%	Reduced