← 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
1676	SJIM St. Johns Investment Management Jacksonville, Florida	$1K	$0	1	0%	Maintained
1677	TFS TrustCore Financial Services Brentwood, Tennessee	$1K	-$16.9K	1	0%	Reduced
1678	GIA Goodwin Investment Advisory Woodstock, Georgia	$962	-$905	1	0%	Reduced
1679	CQS Credential Qtrade Securities Vancouver,	$633	+$720	1	0%	New
1680	CM Cornerstone Management Duluth, Georgia	$614	$0	1	0%	Maintained
1681	WestEnd Advisors Charlotte, North Carolina	$498	+$527	2	0%	New
1682	WIM Westside Investment Management Santa Monica, California	$290	+$403	2	0%	Increased
1683	AIC Archer Investment Corporation Carmel, Indiana	$51	$0	1	0%	Maintained
1684	PP PFS Partners Mine Hill, New Jersey	$51	+$58	1	0%	New
1685	55I LLC Boston, Massachusetts	$0	-$652K	0	–	Closed
1686	6CM 683 Capital Management New York	$0	-$44M	0	–	Closed
1687	AWA Aaron Wealth Advisors Chicago, Illinois	$0	-$119K	0	–	Closed
1688	ARC Advisor Resource Council Dallas, Texas	$0	-$3.2M	0	–	Closed
1689	AP Advisors Preferred Rockville, Maryland	$0	-$4.86M	0	–	Closed
1690	AW Alaethes Wealth Glenbrook, Nevada	$0	-$18K	0	–	Closed
1691	ABLA Alan B. Lancz & Associates Toledo, Ohio	$0	-$204K	0	–	Closed
1692	Altshuler Shaham Tel Aviv, Israel	$0	-$32M	0	–	Closed
1693	AC Apogem Capital New York	$0	-$78K	0	–	Closed
1694	ARI Applied Research Investments Wilmington, Delaware	$0	-$683K	0	–	Closed
1695	ACS Archford Capital Strategies Swansea, Illinois	$0	-$213K	0	–	Closed
1696	Armistice Capital New York	$0	-$8.02M	0	–	Closed
1697	ADL Asset Dedication LLC San Francisco, California	$0	-$9.68K	1	0%	Reduced
1698	AA Aufman Associates Sewickley, Pennsylvania	$0	-$247K	0	–	Closed
1699	AWM Avondale Wealth Management West Lake Hills, Texas	$0	-$2K	0	–	Closed
1700	AI AXS Investments Port Chester, New York	$0	-$305K	0	–	Closed