← 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
2051	RCA Resonant Capital Advisors Madison, Wisconsin	$0	-$238K	–	Closed
2052	RA Rise Advisors Rochester, New York	$0	-$59.6K	–	Closed
2053	RiverFront Investment Group Richmond, Virginia	$0	-$206K	–	Closed
2054	RWA Wealth Partners Newton, Massachusetts	$0	-$203K	–	Closed
2055	Salem Investment Counselors Winston Salem, North Carolina	$0	-$38.3K	–	Closed
2056	SIC Samalin Investment Counsel Chappaqua, New York	$0	-$200K	–	Closed
2057	SMH Sanders Morris Harris Houston, Texas	$0	-$1.26M	–	Closed
2058	SWM SeaCrest Wealth Management Purchase, New York	$0	-$413K	–	Closed
2059	SAM Seelaus Asset Management Chatham, New Jersey	$0	-$208K	–	Closed
2060	SCM Semanteon Capital Management Newton, Massachusetts	$0	-$1.35M	–	Closed
2061	SPA Sherbrooke Park Advisers White Plains, New York	$0	-$1.49M	–	Closed
2062	Sigma Planning Corp Ann Arbor, Michigan	$0	-$76K	–	Closed
2063	SCP Silverleafe Capital Partners Germantown, Tennessee	$0	-$549K	–	Closed
2064	SCP Sivia Capital Partners Mill Valley, California	$0	-$271K	–	Closed
2065	SA Sovran Advisors San Diego, California	$0	-$506K	–	Closed
2066	SC Stance Capital Boston, Massachusetts	$0	-$98K	–	Closed
2067	SEA Stegent Equity Advisors Houston, Texas	$0	-$229K	–	Closed
2068	SGI Summit Global Investments Bountiful, Utah	$0	-$161K	–	Closed
2069	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$0	-$2.12M	–	Closed
2070	SW SVB Wealth Boston, Massachusetts	$0	-$213K	–	Closed
2071	SIM SW Investment Management Telluride, Colorado	$0	-$36.1M	–	Closed
2072	TWP Tempus Wealth Planning Irvine, California	$0	-$264K	–	Closed
2073	TFS Thoroughbred Financial Services Brentwood, Tennessee	$0	-$205K	–	Closed
2074	TIM Tortoise Investment Management White Plains, New York	$0	-$22.8K	–	Closed
2075	TC Towle & Co Denver, Colorado	$0	-$5.99M	–	Closed