← 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
1301	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$1K	$0	1	0%	Maintained
1302	TCM TD Capital Management Memphis, Tennessee	$1K	+$970	1	0%	New
1303	VNA Valley National Advisers Bethlehem, Pennsylvania	$1K	+$2.07K	1	0%	New
1304	1C 1060 Capital Denver, Colorado	$0	-$23.4M	0	–	Closed
1305	ACM ADI Capital Management New York	$0	-$8.84M	0	–	Closed
1306	AP Advisors Preferred Rockville, Maryland	$0	-$318K	0	–	Closed
1307	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	-$10K	0	–	Closed
1308	AIM Alambic Investment Management Belvedere, California	$0	-$718K	0	–	Closed
1309	AFG Albion Financial Group Salt Lake City, Utah	$0	-$274K	0	–	Closed
1310	Algert Global San Francisco, California	$0	-$1.62M	0	–	Closed
1311	AFS Amtrust Financial Services New York	$0	-$1.81M	0	–	Closed
1312	AP Arlington Partners Birmingham, Alabama	$0	-$56K	0	–	Closed
1313	Armistice Capital New York	$0	-$5.32M	0	–	Closed
1314	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$13M	0	–	Closed
1315	AMG Asset Management Group Stamford, Connecticut	$0	-$306K	0	–	Closed
1316	ACM Athyrium Capital Management New York	$0	-$1.81M	0	–	Closed
1317	ACM Ativo Capital Management Chicago, Illinois	$0	-$2.7M	0	–	Closed
1318	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$193K	0	–	Closed
1319	BC Barnett & Company Chattanooga, Tennessee	$0	-$17K	0	–	Closed
1320	BIA Bigelow Investment Advisors Portland, Maine	$0	-$209K	0	–	Closed
1321	BOS Bingham Osborn & Scarborough San Francisco, California	$0	-$256K	0	–	Closed
1322	BA BKS Advisors Southfield, Michigan	$0	-$1.35M	0	–	Closed
1323	BAWC Black-and-white Capital Los Angeles, California	$0	-$6.12M	0	–	Closed
1324	BGI BlueDrive Global Investors London, United Kingdom	$0	-$13.6M	0	–	Closed
1325	BC Bodenholm Capital Stockholm, Sweden	$0	-$18.9M	0	–	Closed