← 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
1326	AA AlphaMark Advisors Ft. Wright, Kentucky	$1K	+$706	1	0%	New
1327	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$1K	+$995	1	0%	New
1328	DCM Davidson Capital Management Corpus Christi, Texas	$1K	$0	1	0%	Maintained
1329	Larson Financial Group St Louis, Missouri	$1K	$0	2	0%	Maintained
1330	TCM TD Capital Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1331	GFPC Global Financial Private Client Sarasota, Florida	$387	$0	1	0%	Maintained
1332	WIM Westside Investment Management Santa Monica, California	$32	+$34.6K	1	0%	New
1333	ACM Alethea Capital Management Mercer Island, Washington	$0	-$571K	0	–	Closed
1334	ACM Allred Capital Management Dallas, Texas	$0	-$22.6K	0	–	Closed
1335	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$458K	0	–	Closed
1336	AFS Amtrust Financial Services New York	$0	-$1.68M	0	–	Closed
1337	AAM Arabesque Asset Management London, United Kingdom	$0	-$885K	0	–	Closed
1338	AA Argent Advisors Monroe, Louisiana	$0	-$13K	0	–	Closed
1339	ARTA A.R.T. Advisors New York	$0	-$16.2M	0	–	Closed
1340	APC Aspire Private Capital Cornelius, North Carolina	$0	-$4K	0	–	Closed
1341	AC Athanor Capital New York	$0	-$224K	0	–	Closed
1342	Avidian Wealth Enterprises Houston, Texas	$0	-$434K	0	–	Closed
1343	AAM Azzad Asset Management Falls Church, Virginia	$0	-$360K	0	–	Closed
1344	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$452K	0	–	Closed
1345	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$849K	0	–	Closed
1346	BCM Basso Capital Management Stamford, Connecticut	$0	-$273K	0	–	Closed
1347	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$0	-$2K	0	–	Closed
1348	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$3.63M	0	–	Closed
1349	BB Bell Bank Fargo, North Dakota	$0	-$2.26M	0	–	Closed
1350	BCM Bluefin Capital Management New York	$0	-$441K	0	–	Closed