← 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
1801	S SimplyRich Carlsbad, California	$0	-$349K	0	–	Closed
1802	SN Sittner & Nelson Eugene, Oregon	$0	+$29	1	0%	New
1803	SWA SOA Wealth Advisors New York	$0	-$798	2	0%	Reduced
1804	SCM Stanley Capital Management Houston, Texas	$0	-$5.3M	0	–	Closed
1805	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$573K	0	–	Closed
1806	SG StoneX Group New York	$0	-$338K	0	–	Closed
1807	SAM Strategic Asset Management Rochester, Minnesota	$0	+$259	1	0%	New
1808	SIM Studio Investment Management Chicago, Illinois	$0	+$288	1	0%	New
1809	SAM Synergy Asset Management Vancouver, Washington	$0	-$6.78M	0	–	Closed
1810	TC Taika Capital Sunny Isles Beach, Florida	$0	-$275K	0	–	Closed
1811	TA Tamarack Advisers Carlsbad, California	$0	-$321K	0	–	Closed
1812	TFO Tarbox Family Office Newport Beach, California	$0	-$43K	0	–	Closed
1813	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$0	-$264K	0	–	Closed
1814	T TCWP Beachwood, Ohio	$0	-$5.83M	0	–	Closed
1815	TIM Tevis Investment Management Plano, Texas	$0	+$836	1	0%	New
1816	TIM Timelo Investment Management Aurora, Ontario, Canada	$0	-$698K	0	–	Closed
1817	TC Titleist Capital San Antonio, Texas	$0	-$205K	0	–	Closed
1818	TC Toews Corporation Northfield, New Jersey	$0	-$406K	0	–	Closed
1819	TCM Tradewinds Capital Management Bellingham, Washington	$0	-$55K	0	–	Closed
1820	WCA Waypoint Capital Advisors Minneapolis, Minnesota	$0	-$58K	0	–	Closed
1821	WI WBI Investments Red Bank, New Jersey	$0	-$1.07M	0	–	Closed
1822	WA1 Wimmer Associates 1 Pasadena, California	$0	-$297K	0	–	Closed
1823	WAM Worth Asset Management Dallas, Texas	$0	$0	1	0%	Maintained