← 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
1826	CAM Chesapeake Asset Management New York	$223	-$555	1	0%	Reduced
1827	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$217	$0	1	0%	Maintained
1828	WBWA William B. Walkup & Associates Columbia, South Carolina	$140	$0	1	0%	Maintained
1829	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$138	$0	1	0%	Maintained
1830	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$127	$0	1	0%	Maintained
1831	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$120	+$109	1	0%	New
1832	BC Barrett & Company Providence, Rhode Island	$102	$0	1	0%	Maintained
1833	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$102	$0	1	0%	Maintained
1834	OIA Optimum Investment Advisors Chicago, Illinois	$102	$0	1	0%	Maintained
1835	IMC Investment Management Corporation Roanoke, Virginia	$84	-$810	1	0%	Reduced
1836	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$81	-$64	1	0%	Reduced
1837	RF Robinswood Financial Kirkland, Washington	$81	$0	1	0%	Maintained
1838	SN Sittner & Nelson Eugene, Oregon	$80	$0	1	0%	Maintained
1839	GTAM Global Trust Asset Management West Palm Beach, Florida	$68	$0	1	0%	Maintained
1840	DCM Davis Capital Management Jacksonville, Florida	$53	$0	1	0%	Maintained
1841	RCA Runnymede Capital Advisors Dublin, Ohio	$51	$0	1	0%	Maintained
1842	SIS Strategic Investment Solutions Orland Park, Illinois	$51	$0	1	0%	Maintained
1843	FG Fairman Group Chesterbrook, Pennsylvania	$36	$0	1	0%	Maintained
1844	RJA Ross\Johnson & Associates Plymouth, Minnesota	$26	+$26	1	0%	New
1845	RF Robbins Farley Bedford, New Hampshire	$20	$0	1	0%	Maintained
1846	SWA SOA Wealth Advisors New York	$13	-$32	1	0%	Reduced
1847	AFA Abacus FCF Advisors Orlando, Florida	$0	-$2.83M	0	–	Closed
1848	AFS Access Financial Services Minneapolis, Minnesota	$0	-$320K	0	–	Closed
1849	AIS Accredited Investor Services St. Cloud, Minnesota	$0	-$207K	0	–	Closed
1850	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$0	-$243K	0	–	Closed