← 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
1476	ACM Alethea Capital Management Mercer Island, Washington	$0	-$1.37M	–	Closed
1477	AWG Altus Wealth Group Colorado Springs, Colorado	$0	-$54K	–	Closed
1478	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$0	-$288K	–	Closed
1479	ACMH Andar Capital Management (HK) Hong Kong	$0	-$2.26M	–	Closed
1480	AFS Annapolis Financial Services Annapolis, Maryland	$0	-$4K	–	Closed
1481	AQR Arbitrage Greenwich, Connecticut	$0	-$271K	–	Closed
1482	ArrowMark Colorado Holdings Denver, Colorado	$0	-$2.52M	–	Closed
1483	Artemis Investment Management Edinburgh, United Kingdom	$0	-$20.4M	–	Closed
1484	Associated Banc-Corp Green Bay, Wisconsin	$0	-$225K	–	Closed
1485	AC Athos Capital Hong Kong	$0	-$1.18M	–	Closed
1486	AI Atom Investors Austin, Texas	$0	-$4.35M	–	Closed
1487	AAM Aureus Asset Management Boston, Massachusetts	$0	-$204K	–	Closed
1488	BA Ballast Advisors Woodbury, Minnesota	$0	-$211K	–	Closed
1489	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$0	-$37K	–	Closed
1490	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$0	-$7K	–	Closed
1491	BFIM Beese Fulmer Investment Management Canton, Ohio	$0	-$205K	–	Closed
1492	BWM Biltmore Wealth Management Tempe, Arizona	$0	-$436K	–	Closed
1493	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$0	-$252K	–	Closed
1494	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$1.51M	–	Closed
1495	BCM Brasada Capital Management Houston, Texas	$0	-$1.31M	–	Closed
1496	BCM Breiter Capital Management Bradenton, Florida	$0	-$437K	–	Closed
1497	BAS Brown Advisory Securities Baltimore, Maryland	$0	-$231K	–	Closed
1498	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	-$2K	–	Closed
1499	CB Cadence Bank Tupelo, Mississippi	$0	-$213K	–	Closed
1500	CAAS Capital Asset Advisory Services Williamston, Michigan	$0	-$411K	–	Closed