← 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	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$71	$0	1	0%	Maintained
1802	GTAM Global Trust Asset Management West Palm Beach, Florida	$67	$0	1	0%	Maintained
1803	SN Sittner & Nelson Eugene, Oregon	$66	$0	1	0%	Maintained
1804	SIS Strategic Investment Solutions Orland Park, Illinois	$63	+$49	1	0%	New
1805	SWA SOA Wealth Advisors New York	$38	$0	1	0%	Maintained
1806	FG Fairman Group Chesterbrook, Pennsylvania	$33	$0	1	0%	Maintained
1807	RF Robbins Farley Bedford, New Hampshire	$17	$0	1	0%	Maintained
1808	KIG Kessler Investment Group Columbus, Indiana	$16	$0	1	0%	Maintained
1809	RFA Register Financial Advisors Atlanta, Georgia	$16	$0	1	0%	Maintained
1810	1WM 1858 Wealth Management Akron, Ohio	$0	-$202K	0	–	Closed
1811	AWM Activest Wealth Management Aventure, Florida	$0	-$1.01K	0	–	Closed
1812	ATC Advantage Trust Company Salina, Kansas	$0	-$35.6K	0	–	Closed
1813	AP Advisors Preferred Rockville, Maryland	$0	-$8.23M	0	–	Closed
1814	AFG Albion Financial Group Salt Lake City, Utah	$0	-$1.96K	0	–	Closed
1815	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$0	-$98M	0	–	Closed
1816	AWA Alta Wealth Advisors Woburn, Massachusetts	$0	-$339K	0	–	Closed
1817	AIG American International Group New York	$0	-$36.8M	0	–	Closed
1818	ACM Anomaly Capital Management New York	$0	-$268M	0	–	Closed
1819	APG Asset Management US New York	$0	-$3.13M	0	–	Closed
1820	AQR Arbitrage Greenwich, Connecticut	$0	-$645K	0	–	Closed
1821	Armistice Capital New York	$0	-$13.3M	0	–	Closed
1822	AI Atom Investors Austin, Texas	$0	-$730K	0	–	Closed
1823	AAM Aureus Asset Management Boston, Massachusetts	$0	-$202K	0	–	Closed
1824	AG Avala Global New York	$0	-$19.9M	0	–	Closed
1825	ACP Aviance Capital Partners Naples, Florida	$0	-$332K	0	–	Closed