← 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	GTAM Global Trust Asset Management West Palm Beach, Florida	$68	$0	1	0%	Maintained
1827	IMC Investment Management Corporation Roanoke, Virginia	$68	$0	1	0%	Maintained
1828	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$68	+$79	1	0%	New
1829	RF Robinswood Financial Kirkland, Washington	$65	$0	1	0%	Maintained
1830	SN Sittner & Nelson Eugene, Oregon	$64	$0	1	0%	Maintained
1831	FG Fairman Group Chesterbrook, Pennsylvania	$32	$0	1	0%	Maintained
1832	RJA Ross\Johnson & Associates Plymouth, Minnesota	$20	$0	1	0%	Maintained
1833	RF Robbins Farley Bedford, New Hampshire	$16	$0	1	0%	Maintained
1834	8KM 8 Knots Management Dallas, Texas	$0	-$29.6M	0	–	Closed
1835	AWM Accurate Wealth Management Wesley Chapel, Florida	$0	-$200K	0	–	Closed
1836	AI Acuitas Investments Seattle, Washington	$0	-$50.6K	0	–	Closed
1837	APF Alaska Permanent Fund Juneau, Alaska	$0	-$4.14M	0	–	Closed
1838	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$0	-$293K	0	–	Closed
1839	Allstate Corporation Northbrook, Illinois	$0	-$612K	0	–	Closed
1840	AMF Tjänstepension Stockholm, Sweden	$0	-$5.19M	0	–	Closed
1841	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$7.07M	0	–	Closed
1842	A Argentarii Cincinnati, Ohio	$0	-$389K	0	–	Closed
1843	AWM Aries Wealth Management Portland, Maine	$0	-$5.23K	0	–	Closed
1844	AIP Arrowpoint Investment Partners Singapore	$0	-$1.14M	0	–	Closed
1845	Artemis Investment Management Edinburgh, United Kingdom	$0	-$62.6M	0	–	Closed
1846	Ashton Thomas Private Wealth Scottsdale, Arizona	$0	-$207K	0	–	Closed
1847	Avanza Fonder Stockholm, Sweden	$0	-$751K	0	–	Closed
1848	BW Basepoint Wealth Cedar Rapids, Iowa	$0	-$268K	0	–	Closed
1849	Belvedere Trading Chicago, Illinois	$0	-$9.65K	0	–	Closed
1850	BG Bollard Group Boston, Massachusetts	$0	$0	0	–	Closed