← 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
1151	CCM Cribstone Capital Management Augusta, Maine	$4K	$0	1	0%	Maintained
1152	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$4K	+$3K	1	0%	Increased
1153	SA SRH Advisors Salina, Kansas	$4K	$0	2	0.02%	Maintained
1154	AFIA America First Investment Advisors Omaha, Nebraska	$3K	+$2.87K	1	0%	New
1155	BWA Burt Wealth Advisors North Bethesda, Maryland	$3K	$0	1	0%	Maintained
1156	M MOTCO San Antonio, Texas	$3K	+$2.82K	1	0%	New
1157	TCCM Timber Creek Capital Management Boston, Massachusetts	$3K	$0	1	0%	Maintained
1158	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	$0	1	0%	Maintained
1159	ArrowMark Colorado Holdings Denver, Colorado	$2K	+$2.35K	1	0%	New
1160	DPA Delphi Private Advisors San Diego, California	$2K	$0	3	0%	Maintained
1161	FWM Focused Wealth Management Newburgh, New York	$2K	$0	1	0%	Maintained
1162	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	$0	1	0%	Maintained
1163	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	$0	1	0%	Maintained
1164	HW Hedeker Wealth Lincolnshire, Illinois	$764	+$1.61K	1	0.04%	New
1165	AGM Alpine Global Management New York	$0	-$122K	0	–	Closed
1166	ACP Arrowgrass Capital Partners London, United Kingdom	$0	-$5.75M	0	–	Closed
1167	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$0	-$203K	0	–	Closed
1168	BI Bulldog Investors Saddle Brook, New Jersey	$0	-$1.46M	0	–	Closed
1169	CC Callan Capital La Jolla, California	$0	-$1.02M	0	–	Closed
1170	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$53K	0	–	Closed
1171	Capital Analysts LLC Fort Washington, Pennsylvania	$0	-$125K	0	–	Closed
1172	Catalyst Capital Advisors Huntington, New York	$0	-$990K	0	–	Closed
1173	Caxton Associates (New York) New York	$0	-$15.2M	0	–	Closed
1174	CCA Checchi Capital Advisers Beverly Hills, California	$0	-$549K	0	–	Closed
1175	Choate Investment Advisors Boston, Massachusetts	$0	-$221K	0	–	Closed