← 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	NCM Nelson Capital Management Menlo Park, California	$1K	+$1.3K	1	0%	New
1302	TCM TD Capital Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1303	Heritage Wealth Advisors Richmond, Virginia	$139	$0	1	0%	Maintained
1304	AR Advisory Research Chicago, Illinois	$0	-$621K	0	–	Closed
1305	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	-$2K	0	–	Closed
1306	AW Alpha Windward Westwood, Massachusetts	$0	-$82K	0	–	Closed
1307	AGM Alpine Global Management New York	$0	-$1.7M	0	–	Closed
1308	AIC Ameritas Investment Company Lincoln, Nebraska	$0	-$19K	0	–	Closed
1309	Aristotle Atlantic Partners Sarasota, Florida	$0	-$513K	0	–	Closed
1310	AF Arrow Financial Glens Falls, New York	$0	-$2K	0	–	Closed
1311	Artisan Partners Milwaukee, Wisconsin	$0	-$12.8M	0	–	Closed
1312	ACM Asymmetry Capital Management San Francisco, California	$0	-$1.09M	0	–	Closed
1313	AGAM Avalon Global Asset Management San Francisco, California	$0	-$2.21M	0	–	Closed
1314	Avalon Investment & Advisory Houston, Texas	$0	-$2.84M	0	–	Closed
1315	AWM Avitas Wealth Management Los Angeles, California	$0	-$603K	0	–	Closed
1316	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$0	-$224K	0	–	Closed
1317	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$6.31M	0	–	Closed
1318	BAM Barrett Asset Management New York	$0	-$171K	0	–	Closed
1319	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$0	-$1.19K	0	–	Closed
1320	BCM BBT Capital Management Fort Worth, Texas	$0	-$359K	0	–	Closed
1321	BFIM Beese Fulmer Investment Management Canton, Ohio	$0	-$354K	0	–	Closed
1322	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	-$20K	0	–	Closed
1323	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$0	-$307K	0	–	Closed
1324	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$31.2M	0	–	Closed
1325	Bowen Hanes & Co Ponte Vedra Beach, Florida	$0	-$564K	0	–	Closed