← 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	PP PFS Partners Mine Hill, New Jersey	$21	$0	1	0%	Maintained
1827	RJA Ross\Johnson & Associates Plymouth, Minnesota	$16	-$83	1	0%	Reduced
1828	SA Strategic Advocates Logan, Utah	$15	-$32.3K	1	0%	Reduced
1829	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$11	+$11	1	0%	New
1830	EA Evergreen Advisors Chattanooga, Tennessee	$10	+$10	1	0%	New
1831	DIG Dauntless Investment Group Etna, New Hampshire	$3	+$2	1	0%	New
1832	1M 13D Management New York	$0	-$3.18M	0	–	Closed
1833	4WM 44 Wealth Management Eugene, Oregon	$0	-$552K	0	–	Closed
1834	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$0	-$34.9K	0	–	Closed
1835	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$7.77M	0	–	Closed
1836	AR Advisory Research Chicago, Illinois	$0	-$926K	0	–	Closed
1837	AA AlphaCentric Advisors San Juan, Puerto Rico	$0	-$50.1K	0	–	Closed
1838	Alphadyne Asset Management New York	$0	-$499K	0	–	Closed
1839	A AlphaQuest New York	$0	-$6.83M	0	–	Closed
1840	AGM Alpine Global Management New York	$0	-$634K	0	–	Closed
1841	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$301K	0	–	Closed
1842	AWA American Wealth Advisors Johns Creek, Georgia	$0	-$4.98K	0	–	Closed
1843	AP Anchyra Partners Atlanta, Georgia	$0	-$178K	0	–	Closed
1844	ACM Andina Capital Management Lehi, Utah	$0	-$479K	0	–	Closed
1845	AFM Anson Funds Management Dallas, Texas	$0	-$6.25M	0	–	Closed
1846	AW Apricus Wealth Beaufort, South Carolina	$0	-$165K	0	–	Closed
1847	AQR Arbitrage Greenwich, Connecticut	$0	-$5.95M	0	–	Closed
1848	AIA Arbor Investment Advisors Winston Salem, North Carolina	$0	-$211K	0	–	Closed
1849	ACM Argent Capital Management St Louis, Missouri	$0	-$633K	0	–	Closed
1850	AC Aristides Capital Louisville, Kentucky	$0	-$327K	0	–	Closed