← 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
1626	ACM Alethea Capital Management Mercer Island, Washington	$0	-$449K	0	–	Closed
1627	AGM Alpine Global Management New York	$0	-$349K	0	–	Closed
1628	Americana Partners Houston, Texas	$0	-$4.78M	0	–	Closed
1629	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$0	-$43K	0	–	Closed
1630	AHIA Andrew Hill Investment Advisors Naples, Florida	$0	-$2K	0	–	Closed
1631	AAM Arabesque Asset Management London, United Kingdom	$0	-$296K	0	–	Closed
1632	Aristeia Capital Greenwich, Connecticut	$0	-$110M	0	–	Closed
1633	AGP Autumn Glory Partners Dallas, Texas	$0	-$520K	0	–	Closed
1634	AGAM Avalon Global Asset Management San Francisco, California	$0	-$3.56M	0	–	Closed
1635	Avalon Investment & Advisory Houston, Texas	$0	-$2.83M	0	–	Closed
1636	Bailard Foster City, California	$0	-$415K	0	–	Closed
1637	Baker Avenue Asset Management San Francisco, California	$0	-$243K	0	–	Closed
1638	Barings Charlotte, North Carolina	$0	-$1.1M	0	–	Closed
1639	BC Barnett & Company Chattanooga, Tennessee	$0	-$4K	0	–	Closed
1640	BCM Bluefin Capital Management New York	$0	-$150K	1	0%	Reduced
1641	BHCM Boulder Hill Capital Management New York	$0	-$1.61M	0	–	Closed
1642	BM Brandywine Managers Hockessin, Delaware	$0	-$6.09M	0	–	Closed
1643	Burgundy Asset Management Toronto, Ontario, Canada	$0	-$255K	0	–	Closed
1644	Capital Wealth Planning Naples, Florida	$0	-$750K	0	–	Closed
1645	CFM Capricorn Fund Managers London, United Kingdom	$0	-$5.85M	0	–	Closed
1646	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$0	-$31.4M	0	–	Closed
1647	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$0	-$6K	0	–	Closed
1648	Chilton Capital Management Houston, Texas	$0	-$59K	0	–	Closed
1649	CMI Clare Market Investments Dallas, Texas	$0	-$1.03M	0	–	Closed
1650	CCM Compass Capital Management Minneapolis, Minnesota	$0	-$311K	0	–	Closed