← 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	SMC Smith, Moore & Co Clayton, Missouri	$0	-$232K	0	–	Closed
1777	SWA SOA Wealth Advisors New York	$0	$0	1	0%	Maintained
1778	SCA Spearhead Capital Advisors Wellington, Florida	$0	-$466K	0	–	Closed
1779	SCM Stadium Capital Management New Canaan, Connecticut	$0	-$3.31M	0	–	Closed
1780	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$222K	0	–	Closed
1781	State Farm Mutual Automobile Insurance Bloomington, Illinois	$0	-$2.38M	0	–	Closed
1782	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$0	-$18K	0	–	Closed
1783	SFG Steward Financial Group Colleyville, Texas	$0	-$6K	0	–	Closed
1784	SAM Strategic Asset Management Rochester, Minnesota	$0	$0	1	0%	Maintained
1785	Stratos Wealth Partners Beachwood, Ohio	$0	-$201K	0	–	Closed
1786	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$0	+$503	1	0%	New
1787	Sumitomo Life Insurance Tokyo, Japan	$0	-$19K	0	–	Closed
1788	SWRP Summit Wealth & Retirement Planning San Ramon, California	$0	-$404K	0	–	Closed
1789	SB Sunflower Bank Dallas, Texas	$0	-$207K	0	–	Closed
1790	SHI SV Health Investors Boston, Massachusetts	$0	-$17.9M	0	–	Closed
1791	TD Ameritrade Investment Management Omaha, Nebraska	$0	-$47K	0	–	Closed
1792	TIM Tevis Investment Management Plano, Texas	$0	$0	0	–	Closed
1793	Tocqueville Asset Management New York	$0	-$156K	0	–	Closed
1794	TCWM Total Clarity Wealth Management St. Charles, Illinois	$0	-$212K	0	–	Closed
1795	TCM Tradewinds Capital Management Bellingham, Washington	$0	+$197	1	0%	New
1796	TCM Traynor Capital Management Malvern, Pennsylvania	$0	-$200K	0	–	Closed
1797	UAS United Asset Strategies Garden City, New York	$0	-$1.18M	0	–	Closed
1798	Venture Visionary Partners Sylvania, Ohio	$0	-$334K	0	–	Closed
1799	VCP Verus Capital Partners Scottsdale, Arizona	$0	-$216K	0	–	Closed
1800	VEA Virtus ETF Advisers New York	$0	-$660K	0	–	Closed