← 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
1726	Donaldson Capital Management Evansville, Indiana	$0	-$461K	0	–	Closed
1727	Dynamic Advisor Solutions Phoenix, Arizona	$0	-$244K	0	–	Closed
1728	ECM Endurant Capital Management San Mateo, California	$0	-$3.98M	0	–	Closed
1729	ECM Engine Capital Management New York	$0	-$30K	0	–	Closed
1730	Evercore Wealth Management New York	$0	-$347K	0	–	Closed
1731	Ferguson Wellman Capital Management Portland, Oregon	$0	-$244K	0	–	Closed
1732	FA Financial Avengers Oakland, California	$0	+$115	1	0%	New
1733	FBFS First Business Financial Services Madison, Wisconsin	$0	-$213K	0	–	Closed
1734	FFA Founders Financial Alliance Raleigh, North Carolina	$0	-$19K	0	–	Closed
1735	FFA Freedman Financial Associates Peabody, Massachusetts	$0	-$10K	0	–	Closed
1736	FIM Freedom Investment Management Hartford, Connecticut	$0	-$210K	0	–	Closed
1737	FFWM Future Financial Wealth Management Cincinnati, Ohio	$0	-$4K	0	–	Closed
1738	GAM Gemmer Asset Management Walnut Creek, California	$0	-$122K	0	–	Closed
1739	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$0	-$269K	0	–	Closed
1740	GCM Glaxis Capital Management Sarasota, Florida	$0	-$642K	0	–	Closed
1741	Glenview Capital Management New York	$0	-$14.6M	0	–	Closed
1742	Gofen & Glossberg Chicago, Illinois	$0	-$217K	0	–	Closed
1743	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$0	+$231	1	0%	New
1744	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$964K	0	–	Closed
1745	HA Herold Advisors New York	$0	-$259K	0	–	Closed
1746	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$6.67M	0	–	Closed
1747	IRF IBM Retirement Fund Armonk, New York	$0	-$807K	0	–	Closed
1748	IA IFS Advisors Overland Park, Kansas	$0	$0	1	0%	Maintained
1749	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$0	-$272K	0	–	Closed
1750	IA Inspire Advisors Meridian, Idaho	$0	-$364K	0	–	Closed