← 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
1526	AIC Ameritas Investment Company Lincoln, Nebraska	$0	-$441K	–	Closed
1527	AA Antipodean Advisors New York	$0	-$12.2M	–	Closed
1528	AT Arden Trust Wilmington, Delaware	$0	-$260K	–	Closed
1529	AAM Ardevora Asset Management London, United Kingdom	$0	-$43.4M	–	Closed
1530	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$359K	–	Closed
1531	APC Aspire Private Capital Cornelius, North Carolina	$0	-$9K	–	Closed
1532	AC Athanor Capital New York	$0	-$440K	–	Closed
1533	AI AXS Investments Port Chester, New York	$0	-$312K	–	Closed
1534	BMC Benin Management Corp Wilton, Connecticut	$0	-$315K	–	Closed
1535	BFO Biltmore Family Office Charlotte, North Carolina	$0	-$205K	–	Closed
1536	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$2.33M	–	Closed
1537	BCM BTC Capital Management Des Moines, Iowa	$0	-$385K	–	Closed
1538	CH Canton Hathaway Providence, Rhode Island	$0	-$297K	–	Closed
1539	Capital International Investors Los Angeles, California	$0	-$86.5M	–	Closed
1540	Cartenna Capital Stamford, Connecticut	$0	-$8.52M	–	Closed
1541	CAC Certified Advisory Corp Altamonte Springs, Florida	$0	-$11K	–	Closed
1542	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$0	-$1K	–	Closed
1543	CAN Claraphi Advisory Network Aliso Viejo, United States	$0	-$280K	–	Closed
1544	CAM Concorde Asset Management Ann Arbor, Michigan	$0	-$227K	–	Closed
1545	CAM Crown Advisors Management Larkspur, California	$0	-$3.68M	–	Closed
1546	DA DCF Advisers Greenwich, Connecticut	$0	-$1.6M	–	Closed
1547	DA DCM Advisors New York	$0	-$842K	–	Closed
1548	DWP Destiny Wealth Partners Tavares, Florida	$0	-$34K	–	Closed
1549	Eventide Asset Management Boston, Massachusetts	$0	-$15.7M	–	Closed
1550	FCB First Command Bank Fort Worth, Texas	$0	-$18K	–	Closed