← 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
1476	Larson Financial Group St Louis, Missouri	$1K	$0	2	0%	Maintained
1477	TCM TD Capital Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1478	WIM Westside Investment Management Santa Monica, California	$46	$0	1	0%	Maintained
1479	TI tru Independence Portland, Oregon	$1	+$798	1	0%	New
1480	1WCM 12 West Capital Management New York	$0	-$74.5M	0	–	Closed
1481	Advisory Alpha Holland, Michigan	$0	-$11K	0	–	Closed
1482	AWW Alan W. Weber	$0	-$8K	0	–	Closed
1483	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$206K	0	–	Closed
1484	AW Alpha Windward Westwood, Massachusetts	$0	-$1.03M	0	–	Closed
1485	AAM Arabesque Asset Management London, United Kingdom	$0	-$3.01M	0	–	Closed
1486	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$76K	0	–	Closed
1487	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$565K	0	–	Closed
1488	AAM Ascension Asset Management New York	$0	-$2.7M	0	–	Closed
1489	AJ Ashburton (Jersey) St Helier, Jersey	$0	-$43K	0	–	Closed
1490	ACP Ashfield Capital Partners San Francisco, California	$0	-$24K	0	–	Closed
1491	BL BCWM LLC Overland Park, Kansas	$0	-$6.16M	0	–	Closed
1492	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$0	-$3.33M	0	–	Closed
1493	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$129K	0	–	Closed
1494	BlueCrest Capital Management St Helier, Jersey	$0	-$1.52M	0	–	Closed
1495	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$1.95M	0	–	Closed
1496	BWM BNC Wealth Management Beaverton, Oregon	$0	-$96K	0	–	Closed
1497	Brandes Investment Partners La Jolla, California	$0	-$3.13M	0	–	Closed
1498	BM Bridger Management New York	$0	-$13.6M	0	–	Closed
1499	Cannell & Spears New York	$0	-$982K	0	–	Closed
1500	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$0	-$265K	0	–	Closed