← 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
1876	GTAM Global Trust Asset Management West Palm Beach, Florida	$75	$0	1	0%	Maintained
1877	RF Robinswood Financial Kirkland, Washington	$72	$0	1	0%	Maintained
1878	SN Sittner & Nelson Eugene, Oregon	$72	$0	1	0%	Maintained
1879	RMP Richards, Merrill & Peterson Spokane, Washington	$70	+$74	1	0%	New
1880	SI Symmetry Investments St Helier, Jersey	$67	+$75	1	0%	New
1881	SWA SOA Wealth Advisors New York	$62	$0	1	0%	Maintained
1882	DCM Davis Capital Management Jacksonville, Florida	$56	$0	1	0%	Maintained
1883	FG Fairman Group Chesterbrook, Pennsylvania	$36	$0	1	0%	Maintained
1884	RF Robbins Farley Bedford, New Hampshire	$18	$0	1	0%	Maintained
1885	PAS Point72 Asia (Singapore) Singapore	$1	-$519K	1	0%	Reduced
1886	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$790K	0	–	Closed
1887	Accredited Investors Edina, Minnesota	$0	-$12.3K	0	–	Closed
1888	ARC Advisor Resource Council Dallas, Texas	$0	-$211K	0	–	Closed
1889	ACM AlphaStar Capital Management Cornelius, North Carolina	$0	-$372K	0	–	Closed
1890	AGM Alpine Global Management New York	$0	-$1.23M	0	–	Closed
1891	AA Alta Advisers London, United Kingdom	$0	-$122K	0	–	Closed
1892	AAA American Alpha Advisors New York	$0	-$330K	0	–	Closed
1893	ACS Archford Capital Strategies Swansea, Illinois	$0	-$210K	0	–	Closed
1894	AF Arrow Financial Glens Falls, New York	$0	-$428	0	–	Closed
1895	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$0	-$65.2K	0	–	Closed
1896	ATS Ashton Thomas Securities Rochester, New York	$0	-$79.1K	0	–	Closed
1897	APC Aspire Private Capital Cornelius, North Carolina	$0	-$2.52K	0	–	Closed
1898	AFA Atlas Financial Advisors Oroville, California	$0	-$818K	0	–	Closed
1899	AAM Azzad Asset Management Falls Church, Virginia	$0	-$2.32M	0	–	Closed
1900	BP Bandera Partners New York	$0	-$785K	0	–	Closed