← 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	Clear Street New York	$249	+$434	1	0%	New
1802	BIM Breakwater Investment Management Seattle, Washington	$226	+$263	1	0%	New
1803	EL EMFO LLC Weston, Florida	$213	$0	1	0%	Maintained
1804	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$159	+$77	1	0%	Increased
1805	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$111	$0	1	0%	Maintained
1806	AT Arlington Trust Birmingham, Alabama	$106	-$17.3K	1	0%	Reduced
1807	BC Barrett & Company Providence, Rhode Island	$106	$0	1	0%	Maintained
1808	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$106	$0	1	0%	Maintained
1809	OIA Optimum Investment Advisors Chicago, Illinois	$106	$0	1	0%	Maintained
1810	GFL Granite FO LLC Bedford, New Hampshire	$92	-$3.61K	1	0%	Reduced
1811	GTAM Global Trust Asset Management West Palm Beach, Florida	$76	-$58	1	0%	Reduced
1812	SN Sittner & Nelson Eugene, Oregon	$75	$0	1	0%	Maintained
1813	FA Financial Avengers Oakland, California	$52	$0	1	0%	Maintained
1814	SWA SOA Wealth Advisors New York	$40	-$31	1	0%	Reduced
1815	FG Fairman Group Chesterbrook, Pennsylvania	$38	$0	1	0%	Maintained
1816	AIC Archer Investment Corporation Carmel, Indiana	$27	-$329	1	0%	Reduced
1817	FSWA Financial Synergies Wealth Advisors Houston, Texas	$19	-$1.23K	1	0%	Reduced
1818	KIG Kessler Investment Group Columbus, Indiana	$19	$0	1	0%	Maintained
1819	RF Robbins Farley Bedford, New Hampshire	$19	$0	1	0%	Maintained
1820	RFA Register Financial Advisors Atlanta, Georgia	$17	+$15	1	0%	New
1821	KA Kozak & Associates Highlands Ranch, Colorado	$8	-$1.74K	0	–	Closed
1822	2C 272 Capital Dallas, Texas	$0	-$62.7K	0	–	Closed
1823	6CM 683 Capital Management New York	$0	-$4.07M	0	–	Closed
1824	AWM Able Wealth Management Toms River, New Jersey	$0	-$7.67K	0	–	Closed
1825	AAMA Advanced Asset Management Advisors Dublin, Ohio	$0	-$3.04M	0	–	Closed