← 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
1126	AIA Alerus Investment Advisors Wayzata, Minnesota	$1K	+$1.4K	1	0%	New
1127	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	$0	1	0%	Maintained
1128	DPA Delphi Private Advisors San Diego, California	$1K	-$270	2	0%	Reduced
1129	Lazard Asset Management New York	$1K	$0	1	0%	Maintained
1130	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	-$24	1	0%	Reduced
1131	ACC Accident Compensation Corp Wellington, New Zealand	$0	-$600K	0	–	Closed
1132	ACM Alethea Capital Management Mercer Island, Washington	$0	-$2.44M	0	–	Closed
1133	AIA Allegis Investment Advisors Idaho Falls, Idaho	$0	-$90K	0	–	Closed
1134	ACS Archford Capital Strategies Swansea, Illinois	$0	-$48K	0	–	Closed
1135	AC Aternalis Capital New York	$0	-$2.28M	0	–	Closed
1136	ACM Ativo Capital Management Chicago, Illinois	$0	-$2.64M	0	–	Closed
1137	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$87K	0	–	Closed
1138	Bartlett & Co Cincinnati, Ohio	$0	-$13K	0	–	Closed
1139	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	0	–	Closed
1140	BFG Beacon Financial Group Dallas, Texas	$0	-$217K	0	–	Closed
1141	Boothbay Fund Management New York	$0	-$313K	0	–	Closed
1142	Boston Financial Management Boston, Massachusetts	$0	-$1.14M	0	–	Closed
1143	Brandes Investment Partners La Jolla, California	$0	-$547K	0	–	Closed
1144	BPM Bronson Point Management Fairfield, Connecticut	$0	-$3.81M	0	–	Closed
1145	BCM Buckhead Capital Management Atlanta, Georgia	$0	-$2.87M	0	–	Closed
1146	Buckingham Strategic Wealth Clayton, Missouri	$0	-$351K	0	–	Closed
1147	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$240K	0	–	Closed
1148	CCM Carderock Capital Management Chevy Chase, Maryland	$0	-$3.14M	0	–	Closed
1149	CI Cavalier Investments Alpharetta, Georgia	$0	-$204K	0	–	Closed
1150	CIP Champlain Investment Partners Burlington, Vermont	$0	-$20.6M	0	–	Closed