← 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	SA SRH Advisors Salina, Kansas	$4K	$0	2	0.03%	Maintained
1077	SIA Stancorp Investment Advisers Portland, Oregon	$4K	$0	1	0%	Maintained
1078	ANBT American National Bank & Trust Wichita Falls, Texas	$3K	$0	1	0%	Maintained
1079	FMT First Mercantile Trust Cordova, Tennessee	$3K	$0	1	0%	Maintained
1080	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$3K	-$1.73K	1	0%	Reduced
1081	TCCM Timber Creek Capital Management Boston, Massachusetts	$3K	-$92	1	0%	Reduced
1082	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$2K	+$2.4K	1	0%	New
1083	FPFS First Personal Financial Services Charlotte, North Carolina	$2K	$0	1	0%	Maintained
1084	FWM Focused Wealth Management Newburgh, New York	$2K	$0	1	0%	Maintained
1085	FAM Formidable Asset Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained
1086	LFR Lehman Financial Resources Media, Pennsylvania	$2K	$0	1	0%	Maintained
1087	MUS Mitsubishi UFJ Securities Tokyo, Japan	$2K	+$2.12K	1	0.01%	New
1088	Brinker Capital Investments Berwyn, Pennsylvania	$1K	$0	1	0%	Maintained
1089	CAM ClariVest Asset Management San Diego, California	$1K	-$691	1	0%	Reduced
1090	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	$0	1	0%	Maintained
1091	HR Howe & Rusling Rochester, New York	$1K	-$77	1	0%	Reduced
1092	MCM MV Capital Management Bethesda, Maryland	$1K	$0	1	0%	Maintained
1093	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	-$23	1	0%	Reduced
1094	AIM Acuity Investment Management Toronto, Ontario, Canada	$0	-$50K	0	–	Closed
1095	ACM Addison Clark Management Stamford, Connecticut	$0	-$5.84M	0	–	Closed
1096	AGCJ Alden Global Capital (Jersey) St. Helier, Jersey	$0	-$2.4M	0	–	Closed
1097	ACM Americafirst Capital Management Roseville, California	$0	-$239K	0	–	Closed
1098	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$0	-$243K	0	–	Closed
1099	ALA Atherton Lane Advisers Menlo Park, California	$0	-$483K	0	–	Closed
1100	AAM Azzad Asset Management Falls Church, Virginia	$0	-$398K	0	–	Closed