← 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	% of Portfolio	Status
2001	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$437K	–	Closed
2002	SG StoneX Group New York	$0	-$270K	–	Closed
2003	SFC SYM Financial Corp Winona Lake, Indiana	$0	-$506K	–	Closed
2004	SI Symmetry Investments St Helier, Jersey	$0	-$57	–	Closed
2005	SAM Synergy Asset Management Vancouver, Washington	$0	-$129K	–	Closed
2006	TPW Talon Private Wealth The Villages, Florida	$0	-$46K	–	Closed
2007	TAL TIG Advisors LLC New York	$0	-$1.9M	–	Closed
2008	TPG GP A Fort Worth, Texas	$0	-$65.9M	–	Closed
2009	TL Tradewinds LLC Raleigh, North Carolina	$0	-$279K	–	Closed
2010	TW Trajan Wealth Scottsdale, Arizona	$0	-$4.49M	–	Closed
2011	TCG Transcendent Capital Group Edmond, Oklahoma	$0	-$481K	–	Closed
2012	TCM Traynor Capital Management Malvern, Pennsylvania	$0	-$232K	–	Closed
2013	TWM TriaGen Wealth Management Calabasas, California	$0	-$396K	–	Closed
2014	TCM TruNorth Capital Management Kalamazoo, Michigan	$0	-$826	–	Closed
2015	TAM Tucker Asset Management Littleton, Colorado	$0	-$3.19K	–	Closed
2016	TLCM Twin Lakes Capital Management Redwood Shores, California	$0	-$45.7K	–	Closed
2017	VHAM Van Hulzen Asset Management El Dorado Hills, California	$0	-$77K	–	Closed
2018	VWM Venturi Wealth Management Austin, Texas	$0	-$543K	–	Closed
2019	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$201K	–	Closed
2020	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$0	-$205K	–	Closed
2021	WAM Weatherly Asset Management Del Mar, California	$0	-$204K	–	Closed
2022	Weiss Asset Management Boston, Massachusetts	$0	-$6.28M	–	Closed
2023	Western Wealth Management Golden, Colorado	$0	-$198K	–	Closed
2024	WFA West Financial Advisors Des Moines, Iowa	$0	-$288	–	Closed
2025	WOC West Oak Capital Westlake Village, California	$0	-$11.8K	–	Closed