← 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	IHWM Iron Horse Wealth Management Johston, Iowa	$158	+$135	1	0%	New
1802	BC Barrett & Company Providence, Rhode Island	$151	$0	1	0%	Maintained
1803	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$151	$0	1	0%	Maintained
1804	OIA Optimum Investment Advisors Chicago, Illinois	$151	-$131	1	0%	Reduced
1805	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$133	+$66	1	0%	Increased
1806	GTAM Global Trust Asset Management West Palm Beach, Florida	$105	+$90	1	0%	New
1807	SWA SOA Wealth Advisors New York	$95	$0	1	0%	Maintained
1808	FA Financial Avengers Oakland, California	$76	$0	1	0%	Maintained
1809	SN Sittner & Nelson Eugene, Oregon	$53	+$30	1	0%	Increased
1810	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$39	+$33	1	0%	New
1811	FG Fairman Group Chesterbrook, Pennsylvania	$26	+$23	1	0%	New
1812	RF Robbins Farley Bedford, New Hampshire	$14	+$11	1	0%	New
1813	KIG Kessler Investment Group Columbus, Indiana	$13	+$11	1	0%	New
1814	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$603K	0	–	Closed
1815	AWA Aaron Wealth Advisors Chicago, Illinois	$0	-$129K	0	–	Closed
1816	AAA Affinity Asset Advisors New York	$0	-$1.25M	0	–	Closed
1817	AIA Group Hong Kong	$0	-$829K	0	–	Closed
1818	ACG Allen Capital Group Grand Island, Nebraska	$0	-$239K	0	–	Closed
1819	ACM AlphaStar Capital Management Cornelius, North Carolina	$0	-$552K	0	–	Closed
1820	AAM Alpine Associates Management Palm Beach, Florida	$0	-$44.7M	0	–	Closed
1821	AMG National Trust Bank Greenwood Village, Colorado	$0	-$1.6M	0	–	Closed
1822	AWAM Appian Way Asset Management New York	$0	-$11.4M	0	–	Closed
1823	AQR Arbitrage Greenwich, Connecticut	$0	-$9.5M	0	–	Closed
1824	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$349K	0	–	Closed
1825	Atalanta Sosnoff Capital New York	$0	-$493K	0	–	Closed