← 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
1626	MTIC Missouri Trust & Investment Company Springfield, Missouri	$2K	+$1.64K	1	0%	New
1627	SWA SOA Wealth Advisors New York	$2K	$0	3	0%	Maintained
1628	TAM Tucker Asset Management Littleton, Colorado	$1.67K	$0	1	0%	Maintained
1629	CM Cornerstone Management Duluth, Georgia	$1.23K	+$1.25K	1	0%	New
1630	BA Bivin & Associates Ponca City, Oklahoma	$1K	+$784	1	0%	New
1631	CAC Core Alternative Capital Peachtree Corners, Georgia	$1K	+$1.3K	1	0%	New
1632	FWM Focused Wealth Management Newburgh, New York	$1K	-$174K	1	0%	Reduced
1633	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1K	$0	1	0%	Maintained
1634	IA IFS Advisors Overland Park, Kansas	$1K	+$823	1	0%	New
1635	IRC Investors Research Corp Atlanta, Georgia	$1K	$0	1	0%	Maintained
1636	PWC PYA Waltman Capital Knoxville, Tennessee	$1K	+$1.18K	1	0%	New
1637	WFS Widmann Financial Services Bowie, Maryland	$1K	+$1.26K	2	0%	New
1638	WestEnd Advisors Charlotte, North Carolina	$260	+$259	1	0%	New
1639	WIM Westside Investment Management Santa Monica, California	$57	$0	1	0%	Maintained
1640	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$9.15M	0	–	Closed
1641	AP Advisors Preferred Rockville, Maryland	$0	-$1.24M	0	–	Closed
1642	AIS AM Investment Strategies Chattanooga, Tennessee	$0	-$434K	0	–	Closed
1643	ACI AMP Capital Investors Sydney, Australia	$0	-$34.1M	0	–	Closed
1644	ACS Archford Capital Strategies Swansea, Illinois	$0	-$228K	0	–	Closed
1645	Arkadios Wealth Advisors Atlanta, Georgia	$0	-$40K	0	–	Closed
1646	AWA Artemis Wealth Advisors New York	$0	-$33.4K	0	–	Closed
1647	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$0	-$4K	0	–	Closed
1648	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$0	-$53K	0	–	Closed
1649	AC Avestar Capital New York	$0	-$1.3M	0	–	Closed
1650	AAM Azzad Asset Management Falls Church, Virginia	$0	-$847K	0	–	Closed