← 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
1601	DCM Davidson Capital Management Corpus Christi, Texas	$2K	-$1.35M	1	0%	Reduced
1602	EC Elequin Capital New York	$2K	+$2.82K	1	0%	New
1603	GIA Goodwin Investment Advisory Woodstock, Georgia	$2K	+$2.04K	1	0%	New
1604	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	$0	1	0%	Maintained
1605	HS Horan Securities Cincinnati, United States	$2K	$0	1	0%	Maintained
1606	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	-$43	2	0%	Reduced
1607	LB Legacy Bridge West Des Moines, Iowa	$2K	+$1.83K	1	0%	New
1608	MTIC Missouri Trust & Investment Company Springfield, Missouri	$2K	$0	1	0%	Maintained
1609	BA Bivin & Associates Ponca City, Oklahoma	$1K	$0	1	0%	Maintained
1610	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$1K	-$6.71K	2	0%	Reduced
1611	GGI Godsey & Gibb Inc Richmond, Virginia	$1K	+$567	1	0%	New
1612	IRC Investors Research Corp Atlanta, Georgia	$1K	$0	1	0%	Maintained
1613	SWA SOA Wealth Advisors New York	$1K	$0	3	0%	Maintained
1614	SJIM St. Johns Investment Management Jacksonville, Florida	$1K	+$1.03K	1	0%	New
1615	WPA West Paces Advisors Atlanta, Georgia	$970	+$968	1	0%	New
1616	CM Cornerstone Management Duluth, Georgia	$911	$0	1	0%	Maintained
1617	PWP Pursue Wealth Partners Clayton, California	$647	+$907	1	0%	New
1618	WestEnd Advisors Charlotte, North Carolina	$355	-$242	0	–	Closed
1619	WIM Westside Investment Management Santa Monica, California	$297	+$330	2	0%	Increased
1620	AIC Archer Investment Corporation Carmel, Indiana	$65	+$82	1	0%	New
1621	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$8K	0	–	Closed
1622	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$2.17K	0	–	Closed
1623	AGF Investments Inc Toronto, Ontario, Canada	$0	-$5K	0	–	Closed
1624	AIM AHL Investment Management Winter Park, Florida	$0	-$7K	0	–	Closed
1625	AF Alerus Financial Grand Forks, North Dakota	$0	-$218K	0	–	Closed