← 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
1751	GG Gleason Group Prospect, Kentucky	$313	$0	1	0%	Maintained
1752	MFG Mendota Financial Group Madison, Wisconsin	$253	+$305	1	0%	New
1753	CP Castleview Partners Dallas, Texas	$252	+$305	1	0%	New
1754	WIM Westside Investment Management Santa Monica, California	$247	$0	2	0%	Maintained
1755	BC Barrett & Company Providence, Rhode Island	$228	$0	1	0%	Maintained
1756	PCA Providence Capital Advisors Charlotte, North Carolina	$205	$0	1	0%	Maintained
1757	GFL Granite FO LLC Bedford, New Hampshire	$198	+$183	1	0%	New
1758	SWA SOA Wealth Advisors New York	$177	$0	1	0%	Maintained
1759	TCM Tradewinds Capital Management Bellingham, Washington	$155	$0	1	0%	Maintained
1760	AWM Align Wealth Management Oklahoma City, Oklahoma	$115	+$122	1	0%	New
1761	RFA Register Financial Advisors Atlanta, Georgia	$110	+$122	1	0%	New
1762	FA Financial Avengers Oakland, California	$101	$0	1	0%	Maintained
1763	LB Legacy Bridge West Des Moines, Iowa	$101	$0	1	0%	Maintained
1764	AIC Archer Investment Corporation Carmel, Indiana	$51	$0	1	0%	Maintained
1765	PP PFS Partners Mine Hill, New Jersey	$51	$0	1	0%	Maintained
1766	CQS Credential Qtrade Securities Vancouver,	$25	-$183	1	0%	Reduced
1767	SN Sittner & Nelson Eugene, Oregon	$25	$0	1	0%	Maintained
1768	AFA Abacus FCF Advisors Orlando, Florida	$0	-$642K	0	–	Closed
1769	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$2.4K	0	–	Closed
1770	APW Acima Private Wealth Richmond, Virginia	$0	-$13.7K	0	–	Closed
1771	ACG Allen Capital Group Grand Island, Nebraska	$0	-$287K	0	–	Closed
1772	AF Ally Financial Detroit, Michigan	$0	-$5.06M	0	–	Closed
1773	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$13K	0	–	Closed
1774	ACM AlphaCrest Capital Management New York	$0	-$12.9M	0	–	Closed
1775	AFS Amtrust Financial Services New York	$0	-$774K	0	–	Closed