← 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	MCM McMillion Capital Management Greensboro, North Carolina	$1K	$0	1	0%	Maintained
1627	NMG New Millennium Group Sandy, Utah	$1K	$0	1	0%	Maintained
1628	NL NVWM LLC Yardley, Pennsylvania	$1K	$0	1	0%	Maintained
1629	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1630	POIA Pin Oak Investment Advisors Houston, Texas	$1K	$0	1	0%	Maintained
1631	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$1K	$0	1	0%	Maintained
1632	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1K	-$14K	1	0%	Reduced
1633	PO Private Ocean San Rafael, California	$1K	$0	1	0%	Maintained
1634	SWM Selective Wealth Management Forest, Virginia	$1K	$0	1	0%	Maintained
1635	SJIM St. Johns Investment Management Jacksonville, Florida	$1K	$0	1	0%	Maintained
1636	HWP Highline Wealth Partners Sherman Oaks, California	$960	+$1.01K	2	0%	New
1637	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$288	+$296	1	0%	New
1638	SIM Studio Investment Management Chicago, Illinois	$288	$0	1	0%	Maintained
1639	WIM Westside Investment Management Santa Monica, California	$277	$0	2	0%	Maintained
1640	BC Barrett & Company Providence, Rhode Island	$228	+$266	1	0%	New
1641	CQS Credential Qtrade Securities Vancouver,	$201	-$533	1	0%	Reduced
1642	AIC Archer Investment Corporation Carmel, Indiana	$58	$0	1	0%	Maintained
1643	PP PFS Partners Mine Hill, New Jersey	$58	$0	1	0%	Maintained
1644	AW ACG Wealth Atlanta, Georgia	$0	-$35K	0	–	Closed
1645	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$1.71M	0	–	Closed
1646	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$104K	0	–	Closed
1647	AG AlphaSimPlex Group Boston, Massachusetts	$0	-$259K	0	–	Closed
1648	AWM Alterna Wealth Management Houston, Texas	$0	-$210K	0	–	Closed
1649	AIA Angeles Investment Advisors Santa Monica, California	$0	-$466K	0	–	Closed
1650	ARK Investment Management St. Petersburg, Florida	$0	-$135K	0	–	Closed