← 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
1101	LFR Lehman Financial Resources Media, Pennsylvania	$2K	$0	1	0%	Maintained
1102	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	$0	1	0%	Maintained
1103	GC Globeflex Capital San Diego, California	$1K	+$2.97K	1	0%	New
1104	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1K	-$1.14K	1	0.01%	Reduced
1105	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	$0	1	0%	Maintained
1106	1832 Asset Management Toronto, Ontario, Canada	$0	-$511K	0	–	Closed
1107	abrdn Investment Management Edinburgh, United Kingdom	$0	-$819K	0	–	Closed
1108	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$0	-$2.25M	0	–	Closed
1109	AC AFAM Capital Austin, Texas	$0	-$6.79M	0	–	Closed
1110	AF Aldebaran Financial	$0	-$220K	0	–	Closed
1111	ACM Alethea Capital Management Mercer Island, Washington	$0	-$2.74M	0	–	Closed
1112	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$5.28M	0	–	Closed
1113	Atria Investments Charlotte, North Carolina	$0	-$235K	0	–	Closed
1114	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$2K	0	–	Closed
1115	BUB BBVA USA Bancshares Houston, Texas	$0	-$205K	0	–	Closed
1116	BPCM Beach Point Capital Management Santa Monica, California	$0	-$14.9M	0	–	Closed
1117	BCM Bluefin Capital Management New York	$0	-$286K	0	–	Closed
1118	Calamos Wealth Management Naperville, Illinois	$0	-$908K	0	–	Closed
1119	CSM Central Square Management Naperville, Illinois	$0	-$3.74M	0	–	Closed
1120	CCM Century Capital Management Boston, Massachusetts	$0	-$4.53M	0	–	Closed
1121	CI Global Investments Oakland, California	$0	-$7K	0	–	Closed
1122	CC Cipher Capital New York	$0	-$374K	0	–	Closed
1123	CYG Clean Yield Group Norwich, Vermont	$0	-$25K	0	–	Closed
1124	CC Colrain Capital Boston, Massachusetts	$0	-$1.83M	0	–	Closed
1125	CAM Concorde Asset Management Ann Arbor, Michigan	$0	-$233K	0	–	Closed