← 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
1451	PCFFS Pacific Center for Financial Services San Ramon, California	$4K	$0	2	0%	Maintained
1452	SFM Systematic Financial Management Teaneck, New Jersey	$4K	+$4.07K	1	0%	New
1453	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$4K	-$50K	1	0%	Reduced
1454	TAM Tucker Asset Management Littleton, Colorado	$3.13K	$0	1	0%	Maintained
1455	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3K	$0	1	0%	Maintained
1456	FFA Freedman Financial Associates Peabody, Massachusetts	$3K	$0	1	0%	Maintained
1457	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	+$2.21K	2	0%	New
1458	MFA McClarren Financial Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1459	GEA Glen Eagle Advisors Kingston, New Jersey	$2.83K	$0	2	0%	Maintained
1460	CA Crewe Advisors Salt Lake City, Utah	$2K	$0	1	0%	Maintained
1461	MCM MV Capital Management Bethesda, Maryland	$2K	+$1.57K	2	0%	New
1462	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$2K	-$413K	1	0%	Reduced
1463	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$1K	$0	1	0%	Maintained
1464	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$1K	$0	1	0%	Maintained
1465	CC Cypress Capital Franklin, Tennessee	$1K	$0	1	0%	Maintained
1466	IRC Investors Research Corp Atlanta, Georgia	$1K	-$344K	1	0%	Reduced
1467	Larson Financial Group St Louis, Missouri	$1K	$0	2	0%	Maintained
1468	TCM TD Capital Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1469	WIM Westside Investment Management Santa Monica, California	$42	+$201	1	0%	Increased
1470	AL ADE LLC Baltimore, Maryland	$0	-$2K	0	–	Closed
1471	AP Advisors Preferred Rockville, Maryland	$0	-$2.14M	0	–	Closed
1472	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$23K	0	–	Closed
1473	AIA Group Hong Kong	$0	-$1.14M	0	–	Closed
1474	AL AJO LP Philadelphia, Pennsylvania	$0	-$4.46M	0	–	Closed
1475	AKO Capital London, United Kingdom	$0	-$75.7M	0	–	Closed