← 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
1301	LF Lee Financial Dallas, Texas	$3K	$0	1	0%	Maintained
1302	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	+$1.61K	1	0%	Increased
1303	PCFFS Pacific Center for Financial Services San Ramon, California	$3K	$0	2	0%	Maintained
1304	PWP Personal Wealth Partners Bloomington, Minnesota	$3K	+$2.06K	3	0%	New
1305	TIM Tortoise Investment Management White Plains, New York	$3K	$0	1	0%	Maintained
1306	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	$0	1	0%	Maintained
1307	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	+$1.57K	1	0%	New
1308	PRC Pearl River Capital Niles, Michigan	$2K	+$1.16K	1	0.01%	New
1309	WWM Willingdon Wealth Management Huntersville, North Carolina	$2K	+$1.15K	2	0%	New
1310	EI Ellevest Inc New York	$1K	-$3K	1	0%	Reduced
1311	Larson Financial Group St Louis, Missouri	$1K	$0	2	0%	Maintained
1312	ME McIlrath & Eck Arlington, Washington	$1K	-$2.82K	1	0%	Reduced
1313	NCM Nelson Capital Management Menlo Park, California	$1K	$0	1	0%	Maintained
1314	SWP Strategic Wealth Partners Independence, Ohio	$15	+$3.77K	2	0%	Increased
1315	AL AJO LP Philadelphia, Pennsylvania	$0	-$5.66M	0	–	Closed
1316	AOWM Alpha Omega Wealth Management Richmond, Virginia	$0	-$184K	0	–	Closed
1317	ACS Archford Capital Strategies Swansea, Illinois	$0	-$38K	0	–	Closed
1318	ACM Archon Capital Management Seattle, Washington	$0	-$1.58M	0	–	Closed
1319	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$8.24M	0	–	Closed
1320	AIM Atlantic Investment Management New York	$0	-$2.25M	0	–	Closed
1321	AC Avestar Capital New York	$0	-$2K	0	–	Closed
1322	Bailard Foster City, California	$0	-$237K	0	–	Closed
1323	BDS Banco de Sabadell Miami, Florida	$0	-$731K	0	–	Closed
1324	BOS Bank of Stockton Stockton, California	$0	-$219K	0	–	Closed
1325	BCM BBT Capital Management Fort Worth, Texas	$0	-$265K	0	–	Closed