← 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
1026	CFS Community Financial System Syracuse, New York	$3K	$0	1	0%	Maintained
1027	HI Hudock Inc Williamsport, Pennsylvania	$3K	$0	1	0%	Maintained
1028	CAM ClariVest Asset Management San Diego, California	$2K	$0	1	0%	Maintained
1029	FAM Formidable Asset Management Cincinnati, Ohio	$2K	+$1.58K	1	0%	New
1030	HR Howe & Rusling Rochester, New York	$2K	-$7.07K	1	0%	Reduced
1031	JIC Joel Isaacson & Co New York	$2K	$0	1	0%	Maintained
1032	LFR Lehman Financial Resources Media, Pennsylvania	$2K	$0	1	0%	Maintained
1033	NIM NuWave Investment Management Parsippany, New Jersey	$2K	-$16.8K	2	0.01%	Reduced
1034	TCCM Timber Creek Capital Management Boston, Massachusetts	$2K	$0	1	0%	Maintained
1035	Brinker Capital Investments Berwyn, Pennsylvania	$1K	-$64.3K	1	0%	Reduced
1036	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	+$843	1	0%	New
1037	WIL Winifred I. Li	$1K	+$1.78K	2	0%	New
1038	AP Advisors Preferred Rockville, Maryland	$0	-$8.85K	0	–	Closed
1039	Algert Global San Francisco, California	$0	-$246K	0	–	Closed
1040	Allstate Corporation Northbrook, Illinois	$0	-$12.6M	0	–	Closed
1041	ARTA A.R.T. Advisors New York	$0	-$2.32M	0	–	Closed
1042	AssetMark Inc Concord, California	$0	$0	0	–	Closed
1043	AB AT Bancorp Dubuque, Iowa	$0	-$236K	0	–	Closed
1044	AIC Aurora Investment Counsel Atlanta, Georgia	$0	-$1.2M	0	–	Closed
1045	Balyasny Asset Management Chicago, Illinois	$0	-$4.77M	0	–	Closed
1046	BCM Bluefin Capital Management New York	$0	-$300K	0	–	Closed
1047	BWM Braver Wealth Management Needham, Massachusetts	$0	-$664K	0	–	Closed
1048	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$329K	0	–	Closed
1049	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$75K	0	–	Closed
1050	CIM CenturyLink Investment Management Denver, Colorado	$0	-$416K	0	–	Closed