← 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
1651	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$0	-$222K	0	–	Closed
1652	Confluence Wealth Services Mcmurray, Pennsylvania	$0	-$144K	0	–	Closed
1653	Connectus Wealth Cincinnati, Ohio	$0	-$601K	0	–	Closed
1654	CGC Continental Grain Company New York	$0	-$39.9M	0	–	Closed
1655	CA Cornerstone Advisory Hunt Valley, Maryland	$0	-$86K	0	–	Closed
1656	CAM Cozad Asset Management Champaign, Illinois	$0	-$4.68M	0	–	Closed
1657	CA Cullinan Associates Louisville, Kentucky	$0	-$208K	0	–	Closed
1658	Curi RMB Capital Chicago, Illinois	$0	-$207K	0	–	Closed
1659	CWM Curi Wealth Management Raleigh, North Carolina	$0	$0	3	0%	Maintained
1660	DFAM Deep Field Asset Management Beverly Hills, California	$0	-$3.8M	0	–	Closed
1661	DWA Delos Wealth Advisors Dallas, Texas	$0	-$15K	0	–	Closed
1662	DAM Delta Asset Management Memphis, Tennessee	$0	-$36K	0	–	Closed
1663	DWP Destiny Wealth Partners Tavares, Florida	$0	-$62K	0	–	Closed
1664	DWA Dorsey Wright & Associates Pasadena, California	$0	-$81K	0	–	Closed
1665	EBA Eagle Bay Advisors New York	$0	-$135K	0	–	Closed
1666	E Fund Management Guangzhou, China	$0	-$205K	0	–	Closed
1667	Egerton Capital (UK) London, United Kingdom	$0	-$89.2M	0	–	Closed
1668	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$0	-$20M	0	–	Closed
1669	Empirical Wealth Management Seattle, Washington	$0	-$495K	0	–	Closed
1670	EN1L Engine No 1 LLC San Francisco, California	$0	-$260K	0	–	Closed
1671	ER Enlightenment Research Miami, Florida	$0	-$208K	0	–	Closed
1672	ETIA Epic Trust Investment Advisors Richland, Washington	$0	-$225K	0	–	Closed
1673	EWM Evermay Wealth Management Arlington, Virginia	$0	-$3K	0	–	Closed
1674	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$0	-$983K	0	–	Closed
1675	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$645K	0	–	Closed