← 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
1251	Bogart Wealth LLC Mclean, Virginia	$1K	$0	1	0%	Maintained
1252	FCAG First Capital Advisors Group Little Silver, New Jersey	$1K	+$1.45K	3	0%	New
1253	HA Hays Advisory Franklin, Tennessee	$1K	+$679	1	0%	New
1254	ML McAdam LLC Philadelphia, Pennsylvania	$1K	+$448	1	0%	New
1255	1C 1060 Capital Denver, Colorado	$0	-$18.1M	0	–	Closed
1256	3CP 3G Capital Partners New York	$0	-$16.9M	0	–	Closed
1257	ACM AidennLair Capital Management New York	$0	-$1.64M	0	–	Closed
1258	Alphadyne Asset Management New York	$0	-$4.13M	0	–	Closed
1259	Alyeska Investment Group Chicago, Illinois	$0	-$967K	0	–	Closed
1260	AFNAS American Financial Network Advisory Services Calabasas, California	$0	-$163K	0	–	Closed
1261	AC Athos Capital Hong Kong	$0	-$2.11M	0	–	Closed
1262	Balentine LLC Atlanta, Georgia	$0	-$46K	0	–	Closed
1263	BLA Balter Liquid Alternatives Boston, Massachusetts	$0	-$816K	0	–	Closed
1264	BC Barnett & Company Chattanooga, Tennessee	$0	-$12K	0	–	Closed
1265	BHA Beech Hill Advisors New York	$0	-$283K	0	–	Closed
1266	Belpointe Asset Management Reno, Nevada	$0	-$489K	0	–	Closed
1267	BCP Berylson Capital Partners Boston, Massachusetts	$0	-$2.47M	0	–	Closed
1268	BCM BlueMar Capital Management Miami, Florida	$0	-$1.98M	0	–	Closed
1269	BRC Blue Ridge Capital New York	$0	-$98.2M	0	–	Closed
1270	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$644K	0	–	Closed
1271	BM Bridger Management New York	$0	-$52.3M	0	–	Closed
1272	CA Calton & Associates Tampa, Florida	$0	-$180K	0	–	Closed
1273	Capital Markets Trading (UK) London, United Kingdom	$0	-$679K	0	–	Closed
1274	Chilton Capital Management Houston, Texas	$0	-$217K	0	–	Closed
1275	CCM Coliseum Capital Management Rowayton, Connecticut	$0	-$289K	0	–	Closed