← 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
1176	Pathstone Family Office Englewood, New Jersey	$2K	+$2.48K	3	0%	New
1177	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1178	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	$0	2	0%	Maintained
1179	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1K	-$90.7K	1	0.01%	Reduced
1180	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1K	-$3.11K	1	0%	Reduced
1181	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	$0	1	0%	Maintained
1182	SLF Sun Life Financial Toronto, Ontario, Canada	$308	+$756	2	0%	New
1183	1M 13D Management New York	$0	-$9.61M	0	–	Closed
1184	ACM ADI Capital Management New York	$0	-$23M	0	–	Closed
1185	Advent Capital Management New York	$0	-$3.07M	0	–	Closed
1186	AC Apertura Capital Dallas, Texas	$0	-$975K	0	–	Closed
1187	ACM Asymmetry Capital Management San Francisco, California	$0	-$1.25M	0	–	Closed
1188	ACP Aveo Capital Partners Englewood, Colorado	$0	-$241K	0	–	Closed
1189	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$598K	0	–	Closed
1190	BA BCM Advisors Lafayette, Louisiana	$0	-$13K	0	–	Closed
1191	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$352	4	0%	New
1192	Blackstone Inc New York	$0	-$23.1M	0	–	Closed
1193	BCM Bluefin Capital Management New York	$0	-$718K	0	–	Closed
1194	BJCM Blue Jay Capital Management Los Angeles, California	$0	-$9M	0	–	Closed
1195	BA Boston Advisors Boston, Massachusetts	$0	-$752K	0	–	Closed
1196	BIC Bridges Investment Counsel Omaha, Nebraska	$0	-$868K	0	–	Closed
1197	BSPF British Steel Pension Fund London, United Kingdom	$0	-$1.66M	0	–	Closed
1198	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	-$4K	0	–	Closed
1199	CIM Calvert Investment Management Bethesda, Maryland	$0	-$15.4M	0	–	Closed
1200	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$32K	0	–	Closed