← 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
1801	DFA DHJJ Financial Advisors Naperville, Illinois	$88	$0	1	0%	Maintained
1802	CH CDKV Holdings Denver, Colorado	$72	$0	1	0%	Maintained
1803	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$70	$0	1	0%	Maintained
1804	FG Fairman Group Chesterbrook, Pennsylvania	$70	$0	1	0%	Maintained
1805	MIM Marshall Investment Management Littleton, Colorado	$70	+$62	1	0%	New
1806	PWM Proathlete Wealth Management Boca Raton, Florida	$69	-$918	1	0%	Reduced
1807	BC Broadwater Capital Boston, Massachusetts	$65	-$6.31K	1	0%	Reduced
1808	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$55	$0	1	0%	Maintained
1809	FPF First Pacific Financial Vancouver, Washington	$45	-$5.39K	1	0%	Reduced
1810	RJA Ross\Johnson & Associates Plymouth, Minnesota	$40	+$28	1	0%	Increased
1811	RF Robbins Farley Bedford, New Hampshire	$35	$0	1	0%	Maintained
1812	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$33	+$55	1	0%	New
1813	NF Napier Financial Braintree, Massachusetts	$20	-$42	1	0%	Reduced
1814	SA Strategic Advocates Logan, Utah	$17	$0	1	0%	Maintained
1815	PP PFS Partners Mine Hill, New Jersey	$8	$0	1	0%	Maintained
1816	OAG Oakmont Advisory Group Albuquerque, New Mexico	$3	-$242K	1	0%	Reduced
1817	1C 111 Capital Paris, France	$0	-$257K	0	–	Closed
1818	1M 1248 Management Kansas City, Missouri	$0	-$26.5K	0	–	Closed
1819	6SA 6th Street Advisors Daphne, Alabama	$0	-$349K	0	–	Closed
1820	AO Advisor OS Chicago, Illinois	$0	-$865K	0	–	Closed
1821	AP Advisors Preferred Rockville, Maryland	$0	-$231K	0	–	Closed
1822	AA Advisory Advocates Grand Rapids, Michigan	$0	-$234K	0	–	Closed
1823	APIM Agate Pass Investment Management Bainbridge Island, Washington	$0	-$227K	0	–	Closed
1824	Altshuler Shaham Tel Aviv, Israel	$0	-$30.4K	0	–	Closed
1825	Alyeska Investment Group Chicago, Illinois	$0	-$42.5M	0	–	Closed