← 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
1076	HI Hudock Inc Williamsport, Pennsylvania	$3K	$0	1	0%	Maintained
1077	TCCM Timber Creek Capital Management Boston, Massachusetts	$3K	$0	1	0%	Maintained
1078	CAM ClariVest Asset Management San Diego, California	$2K	$0	1	0%	Maintained
1079	FWM Focused Wealth Management Newburgh, New York	$2K	-$2.35K	1	0%	Reduced
1080	FAM Formidable Asset Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained
1081	LFR Lehman Financial Resources Media, Pennsylvania	$2K	$0	1	0%	Maintained
1082	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	+$2.46K	1	0%	New
1083	Brinker Capital Investments Berwyn, Pennsylvania	$1K	$0	1	0%	Maintained
1084	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	+$876	1	0%	New
1085	FPFS First Personal Financial Services Charlotte, North Carolina	$1K	+$1.01K	1	0%	New
1086	HR Howe & Rusling Rochester, New York	$1K	-$602	1	0%	Reduced
1087	HIM Hutchens Investment Management Concord, New Hampshire	$1K	+$1.3K	1	0%	New
1088	IF Ironwood Financial Tucson, Arizona	$1K	+$845	2	0%	New
1089	MFS McNamara Financial Services Marshfield, Massachusetts	$1K	+$1.3K	1	0%	New
1090	MCM MV Capital Management Bethesda, Maryland	$1K	+$1.37K	1	0%	New
1091	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	$0	1	0%	Maintained
1092	FNYS First New York Securities New York	$56	-$421K	1	0%	Reduced
1093	ACI Advance Capital I Southfield, Michigan	$0	-$2.1M	0	–	Closed
1094	AF Aldebaran Financial	$0	-$229K	0	–	Closed
1095	AW Alpha Windward Westwood, Massachusetts	$0	-$438K	0	–	Closed
1096	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$7.03M	0	–	Closed
1097	ACM Atlanta Capital Management Atlanta, Georgia	$0	-$362K	0	–	Closed
1098	BB Bell Bank Fargo, North Dakota	$0	-$944K	0	–	Closed
1099	BL Bolton LP Greenwich, Connecticut	$0	-$2.53M	0	–	Closed
1100	BAM Brave Asset Management Summit, New Jersey	$0	-$27K	0	–	Closed