← 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
1926	SA Scarborough Advisors Annapolis, Maryland	$85	$0	1	0%	Maintained
1927	DFA DHJJ Financial Advisors Naperville, Illinois	$80	+$78	1	0%	New
1928	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$63	+$63	1	0%	New
1929	FG Fairman Group Chesterbrook, Pennsylvania	$63	+$63	1	0%	New
1930	RF Robbins Farley Bedford, New Hampshire	$32	+$31	1	0%	New
1931	PP PFS Partners Mine Hill, New Jersey	$27	$0	1	0%	Maintained
1932	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$17	+$18	1	0%	New
1933	AFA Abacus FCF Advisors Orlando, Florida	$0	-$2.08M	0	–	Closed
1934	Achmea Investment Management Zeist, Netherlands	$0	-$43.3M	0	–	Closed
1935	ATC Advantage Trust Company Salina, Kansas	$0	-$5.49K	0	–	Closed
1936	AIM Advyzon Investment Management Lisle, Illinois	$0	-$223K	0	–	Closed
1937	AAA Affinity Asset Advisors New York	$0	-$3.71M	0	–	Closed
1938	AA Altrafin AG Zurich,	$0	-$441K	0	–	Closed
1939	AT American Trust Lexington, Kentucky	$0	-$410K	0	–	Closed
1940	Ameritas Advisory Services Lincoln, Nebraska	$0	-$43.8K	0	–	Closed
1941	AHC Anderson Hoagland & Co St Louis, Missouri	$0	-$2.13M	0	–	Closed
1942	AGC Angelo Gordon & Co New York	$0	-$338K	0	–	Closed
1943	Annex Advisory Services Brookfield, Wisconsin	$0	-$204K	0	–	Closed
1944	APG Asset Management US New York	$0	-$821K	0	–	Closed
1945	ATC Argent Trust Co Nashville, Tennessee	$0	-$283K	0	–	Closed
1946	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$0	-$220K	0	–	Closed
1947	AWP Astra Wealth Partners Jersey City, New Jersey	$0	-$1.12M	0	–	Closed
1948	ACM Atika Capital Management New York	$0	-$13.9M	0	–	Closed
1949	AC Avestar Capital New York	$0	-$335K	0	–	Closed
1950	Axxcess Wealth Management Carlsbad, California	$0	-$720K	0	–	Closed