← 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
1676	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$0	-$2K	0	–	Closed
1677	CAN Claraphi Advisory Network Aliso Viejo, United States	$0	-$184K	0	–	Closed
1678	CWP Concord Wealth Partners Abingdon, Virginia	$0	-$26K	0	–	Closed
1679	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$0	-$223K	0	–	Closed
1680	CCB Country Club Bank Kansas City, Missouri	$0	-$202K	0	–	Closed
1681	CPA Court Place Advisors Ellicott City, Maryland	$0	-$233K	0	–	Closed
1682	CWM Curi Wealth Management Raleigh, North Carolina	$0	-$19K	0	–	Closed
1683	DBG De Burlo Group Boston, Massachusetts	$0	-$252K	0	–	Closed
1684	DFAM Deep Field Asset Management Beverly Hills, California	$0	-$246K	0	–	Closed
1685	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$0	-$207K	0	–	Closed
1686	ESCM Echo Street Capital Management New York	$0	-$1.88M	0	–	Closed
1687	EP Edgestream Partners Princeton, New Jersey	$0	-$3.73M	0	–	Closed
1688	EL EMFO LLC Weston, Florida	$0	-$207	1	0%	Reduced
1689	EH EMG Holdings Old Greenwich, Connecticut	$0	-$386K	0	–	Closed
1690	EC Eminence Capital New York	$0	-$8.07M	0	–	Closed
1691	FBC Fairfield, Bush & Co Darien, Connecticut	$0	-$2K	0	–	Closed
1692	FA Faithward Advisors Lancaster, Pennsylvania	$0	-$354K	0	–	Closed
1693	Fayez Sarofim & Co Houston, Texas	$0	-$650K	0	–	Closed
1694	FA Fiducient Advisors Chicago, Illinois	$0	-$332K	0	–	Closed
1695	FA Financial Avengers Oakland, California	$0	$0	1	0%	Maintained
1696	FTCM Fir Tree Capital Management New York	$0	-$16.2M	0	–	Closed
1697	FFL Flat Footed LLC Wilson, Wyoming	$0	-$9.15M	0	–	Closed
1698	Fuller & Thaler Asset Management San Mateo, California	$0	-$3.24M	0	–	Closed
1699	GCM Gables Capital Management Miami, Florida	$0	-$10K	0	–	Closed
1700	GEH General Equity Holdings Brooklyn, New York	$0	-$15.8M	0	–	Closed