← 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
1351	Empowered Funds Havertown, Pennsylvania	$0	-$1.17M	0	–	Closed
1352	ECM Endurant Capital Management San Mateo, California	$0	-$7.24M	0	–	Closed
1353	ER Enlightenment Research Miami, Florida	$0	-$213K	0	–	Closed
1354	ESB Essex Savings Bank Essex, Connecticut	$0	-$13K	0	–	Closed
1355	EAM Exane Asset Management Paris, France	$0	-$296K	0	–	Closed
1356	FTI Fiduciary Trust International Lincoln, Massachusetts	$0	-$15K	0	–	Closed
1357	FFA First Foundation Advisors Irvine, California	$0	-$634K	0	–	Closed
1358	FWM Focused Wealth Management Newburgh, New York	$0	-$2K	0	–	Closed
1359	Freestone Capital Holdings Seattle, Washington	$0	-$1.01M	0	–	Closed
1360	GC Garde Capital Seattle, Washington	$0	-$880K	0	–	Closed
1361	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$0	$0	1	0%	Maintained
1362	GC GMT Capital Atlanta, Georgia	$0	-$3.9M	0	–	Closed
1363	Granahan Investment Management Waltham, Massachusetts	$0	-$23.2M	0	–	Closed
1364	GIM Grassi Investment Management Santa Clara, California	$0	-$1.57M	0	–	Closed
1365	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$730K	0	–	Closed
1366	Handelsbanken Fonder Stockholm, Sweden	$0	-$9.19M	0	–	Closed
1367	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$0	-$2.44M	0	–	Closed
1368	HR Hayden Royal Charlotte, North Carolina	$0	-$182K	0	–	Closed
1369	Hennessy Advisors Inc Novato, California	$0	-$1.63M	0	–	Closed
1370	HT Heritage Trust Oklahoma City, Oklahoma	$0	-$10K	0	–	Closed
1371	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$515K	0	–	Closed
1372	HTI Hikari Tsushin Inc Tokyo, Japan	$0	-$1.43M	0	–	Closed
1373	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$786K	0	–	Closed
1374	HM Payson & Co Portland, Maine	$0	-$2K	0	–	Closed
1375	HIH HRS Investment Holdings New York	$0	-$748K	0	–	Closed