← 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
1401	ME McIlrath & Eck Arlington, Washington	$1K	$0	1	0%	Maintained
1402	TCM TD Capital Management Memphis, Tennessee	$1K	-$6.91K	1	0%	Reduced
1403	GFPC Global Financial Private Client Sarasota, Florida	$445	+$377	1	0%	New
1404	Heritage Wealth Advisors Richmond, Virginia	$430	+$403	1	0%	New
1405	AP Advisors Preferred Rockville, Maryland	$0	-$273K	0	–	Closed
1406	Algert Global San Francisco, California	$0	-$551K	0	–	Closed
1407	AWM Altium Wealth Management Purchase, New York	$0	-$220K	0	–	Closed
1408	AMI Amica Mutual Insurance Providence, Rhode Island	$0	-$712K	0	–	Closed
1409	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$0	-$68K	0	–	Closed
1410	AGC Angelo Gordon & Co New York	$0	-$4.07M	0	–	Closed
1411	Aristeia Capital Greenwich, Connecticut	$0	-$13.4M	0	–	Closed
1412	AI Atom Investors Austin, Texas	$0	-$1.49M	0	–	Closed
1413	AM Atwater Malick Lancaster, Pennsylvania	$0	-$9K	0	–	Closed
1414	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$4.15M	0	–	Closed
1415	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$0	-$1.41M	0	–	Closed
1416	Blackstone Inc New York	$0	-$10.2M	0	–	Closed
1417	BGI BlueDrive Global Investors London, United Kingdom	$0	-$47.9M	0	–	Closed
1418	BC Bodenholm Capital Stockholm, Sweden	$0	-$26.8M	0	–	Closed
1419	Bridgewater Associates Westport, Connecticut	$0	-$41.5M	0	–	Closed
1420	BCMNY Buckingham Capital Management (New York) New York	$0	-$1.5M	0	–	Closed
1421	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$11K	0	–	Closed
1422	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$0	-$118K	0	–	Closed
1423	Capstone Investment Advisors New York	$0	-$109K	0	–	Closed
1424	Capula Management Grand Cayman, Cayman Islands	$0	-$1.84M	0	–	Closed
1425	Catalyst Capital Advisors Huntington, New York	$0	-$41K	0	–	Closed