← 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
1326	Belpointe Asset Management Reno, Nevada	$0	-$128K	0	–	Closed
1327	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$292K	0	–	Closed
1328	CH Canton Hathaway Providence, Rhode Island	$0	-$13K	0	–	Closed
1329	C Cerebellum San Francisco, California	$0	-$468K	0	–	Closed
1330	CWA Clarus Wealth Advisors Peoria, Arizona	$0	-$1.23M	0	–	Closed
1331	CCM Clearfield Capital Management New York	$0	-$11.4M	0	–	Closed
1332	CTA Colonial Trust Advisors Spartanburg, South Carolina	$0	-$206K	0	–	Closed
1333	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$0	-$4.88M	0	–	Closed
1334	CCM Community Capital Management Plantation, Florida	$0	-$618K	0	–	Closed
1335	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$105K	0	–	Closed
1336	CCT Country Club Trust Kansas City, Missouri	$0	-$293K	0	–	Closed
1337	Credit Agricole Montrouge Cedex, France	$0	+$30	1	0%	New
1338	CM Crestline Management Fort Worth, Texas	$0	-$2.39M	0	–	Closed
1339	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$0	-$13.7M	0	–	Closed
1340	Deerfield Management New York	$0	-$9.16M	0	–	Closed
1341	Destination Wealth Management Walnut Creek, California	$0	-$162K	0	–	Closed
1342	DWM Doyle Wealth Management St. Petersburg, Florida	$0	-$85K	0	–	Closed
1343	Duff & Phelps Investment Management Chicago, Illinois	$0	-$1.38M	0	–	Closed
1344	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$45K	0	–	Closed
1345	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$271K	0	–	Closed
1346	EH Employers Holdings Reno, Nevada	$0	-$56K	0	–	Closed
1347	EWM Executive Wealth Management Brighton, Michigan	$0	-$129K	0	–	Closed
1348	FCIM Fairview Capital Investment Management Greenbrae, California	$0	-$10.2M	0	–	Closed
1349	FMB Field & Main Bank Henderson, Kentucky	$0	-$14K	0	–	Closed
1350	FBT First Bankers Trust Louisville, Kentucky	$0	-$247K	0	–	Closed