← 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
1126	SWA Sutton Wealth Advisors Tampa, Florida	$6.85K	-$10K	2	0.01%	Reduced
1127	Klingman & Associates New York	$6K	$0	1	0%	Maintained
1128	MCM McKinley Capital Management Anchorage, Alaska	$6K	+$5.95K	1	0%	New
1129	WA Winfield Associates Cleveland, Ohio	$5K	-$431	2	0%	Reduced
1130	BWA Burt Wealth Advisors North Bethesda, Maryland	$4K	$0	1	0%	Maintained
1131	SA SRH Advisors Salina, Kansas	$4K	$0	2	0.02%	Maintained
1132	CCM Cribstone Capital Management Augusta, Maine	$3K	+$3.23K	1	0%	New
1133	DPA Delphi Private Advisors San Diego, California	$3K	+$2.23K	3	0.01%	Increased
1134	SCM Southport Capital Management Chattanooga, Tennessee	$3K	+$3.02K	1	0%	New
1135	TCCM Timber Creek Capital Management Boston, Massachusetts	$3K	+$53	1	0%	Increased
1136	PIA Piedmont Investment Advisors Durham, North Carolina	$2.11K	+$2.01K	3	0%	New
1137	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	-$25.8K	1	0%	Reduced
1138	FWM Focused Wealth Management Newburgh, New York	$2K	$0	1	0%	Maintained
1139	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	$0	1	0%	Maintained
1140	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1K	-$44.4K	1	0%	Reduced
1141	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1K	+$1.18K	1	0%	New
1142	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	$0	1	0%	Maintained
1143	AFA Abacus FCF Advisors Orlando, Florida	$0	-$1.83M	0	–	Closed
1144	ACI Advance Capital I Southfield, Michigan	$0	-$462K	0	–	Closed
1145	AP Advisors Preferred Rockville, Maryland	$0	-$11K	0	–	Closed
1146	AGF Investments Inc Toronto, Ontario, Canada	$0	-$6.38M	0	–	Closed
1147	ACM American Capital Management New York	$0	-$40.1M	0	–	Closed
1148	Aristotle Capital Management Los Angeles, California	$0	-$223K	0	–	Closed
1149	Artisan Partners Milwaukee, Wisconsin	$0	-$7.75M	0	–	Closed
1150	ADL Asset Dedication LLC San Francisco, California	$0	-$13K	0	–	Closed