← 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	% of Portfolio	Status
1376	1832 Asset Management Toronto, Ontario, Canada	$0	-$20.2M	–	Closed
1377	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$5K	–	Closed
1378	6M 6 Meridian Wichita, Kansas	$0	-$245K	–	Closed
1379	APW Acima Private Wealth Richmond, Virginia	$0	-$34K	–	Closed
1380	AIM Alambic Investment Management Belvedere, California	$0	-$215K	–	Closed
1381	APF Alaska Permanent Fund Juneau, Alaska	$0	-$1.05M	–	Closed
1382	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	-$4K	–	Closed
1383	AGM Alpine Global Management New York	$0	-$2.66M	–	Closed
1384	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$555K	–	Closed
1385	AWM Alterna Wealth Management Houston, Texas	$0	-$747K	–	Closed
1386	AIA Angeles Investment Advisors Santa Monica, California	$0	-$393K	–	Closed
1387	Apollon Wealth Management Mount Pleasant, South Carolina	$0	-$15K	–	Closed
1388	AC Aristides Capital Louisville, Kentucky	$0	-$1M	–	Closed
1389	ACM Aubrey Capital Management Edinburgh, United Kingdom	$0	-$4.91M	–	Closed
1390	Balentine LLC Atlanta, Georgia	$0	-$70K	–	Closed
1391	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$225K	–	Closed
1392	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$4.03M	–	Closed
1393	BFIM Beese Fulmer Investment Management Canton, Ohio	$0	-$138K	–	Closed
1394	BCM Beryl Capital Management Redondo Beach, California	$0	-$822K	–	Closed
1395	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$687K	–	Closed
1396	Busey Bank Urbana, Illinois	$0	-$223K	–	Closed
1397	CIM Cambria Investment Management Manhattan Beach, California	$0	-$107K	–	Closed
1398	CC Cannell Capital Alta, Wyoming	$0	-$2.31M	–	Closed
1399	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$6K	–	Closed
1400	CCA Castle Creek Arbitrage Avon, Colorado	$0	-$1.5M	–	Closed