← 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	CIM Contravisory Investment Management Norwell, Massachusetts	$4K	+$3.67K	1	0%	New
1127	SBL Sargent Bickham Lagudis Boulder, Colorado	$4K	-$8.51K	1	0%	Reduced
1128	TCM TD Capital Management Memphis, Tennessee	$4K	+$4.21K	1	0%	New
1129	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$3K	$0	1	0%	Maintained
1130	PCFFS Pacific Center for Financial Services San Ramon, California	$3K	$0	2	0%	Maintained
1131	TFA Transamerica Financial Advisors St. Petersburg, Florida	$3K	-$147	2	0%	Reduced
1132	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	$0	1	0%	Maintained
1133	Bogart Wealth LLC Mclean, Virginia	$1K	+$1.24K	1	0%	New
1134	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$1K	$0	1	0%	Maintained
1135	FBT First Bank & Trust Brookings, South Dakota	$1K	-$8.46K	2	0%	Reduced
1136	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	$0	1	0%	Maintained
1137	TCCM Timber Creek Capital Management Boston, Massachusetts	$1K	$0	1	0%	Maintained
1138	VNA Valley National Advisers Bethlehem, Pennsylvania	$1K	+$542	1	0%	New
1139	AIM Acrospire Investment Management Chicago, Illinois	$0	-$733K	0	–	Closed
1140	ACM Alethea Capital Management Mercer Island, Washington	$0	-$1.8M	0	–	Closed
1141	AIM Allen Investment Management New York	$0	-$560K	0	–	Closed
1142	Allstate Corporation Northbrook, Illinois	$0	-$823K	0	–	Closed
1143	ACM Alpha Capital Management Austin, Texas	$0	-$2.71M	0	–	Closed
1144	AA Antipodean Advisors New York	$0	-$7.53M	0	–	Closed
1145	ACM Argent Capital Management St Louis, Missouri	$0	-$63.9M	0	–	Closed
1146	AB AT Bancorp Dubuque, Iowa	$0	-$90K	0	–	Closed
1147	ACM Aviance Capital Management Sarasota, Florida	$0	$0	0	–	Closed
1148	Banco Santander Madrid, Spain	$0	-$3.94M	0	–	Closed
1149	BAM Baring Asset Management London, United Kingdom	$0	-$1.26M	0	–	Closed
1150	BTP Bloom Tree Partners New York	$0	-$40.1M	0	–	Closed