← 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
1751
B
Bellecapital
Switzerland
$0 -$328K 0 – Closed
1752
Belpointe Asset Management
Belpointe Asset Management
Nevada
$0 -$488K 0 – Closed
1753
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$0 -$9.11K 1 0% Reduced
1754
BFO
Biltmore Family Office
North Carolina
$0 -$209K 0 – Closed
1755
BMCM
Black Maple Capital Management
Wisconsin
$0 -$243K 0 – Closed
1756
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$0 -$27.8M 0 – Closed
1757
Boston Trust Walden
Boston Trust Walden
Massachusetts
$0 -$22.2M 0 – Closed
1758
BM
Bridger Management
New York
$0 -$6.36M 0 – Closed
1759
BMCM
Burns Matteson Capital Management
New York
$0 -$542K 0 – Closed
1760
Callan Family Office
Callan Family Office
Pennsylvania
$0 -$226K 0 – Closed
1761
CCG
Capital CS Group
California
$0 -$347K 0 – Closed
1762
CSPAM
Cary Street Partners Asset Management
Virginia
$0 -$7.48K 0 – Closed
1763
CIA
Cascade Investment Advisors
Oregon
$0 -$13.7K 0 – Closed
1764
CFAM
Center For Asset Management
Florida
$0 -$394K 0 – Closed
1765
CYG
Clean Yield Group
Vermont
$0 -$10.4K 0 – Closed
1766
CWA
CM Wealth Advisors
Ohio
$0 -$1.11M 0 – Closed
1767
CFA
Compass Financial Advisors
Indiana
$0 -$240K 0 – Closed
1768
CIP
Convergence Investment Partners
Florida
$0 -$1.55M 0 – Closed
1769
CM
Cornerstone Management
Georgia
$0 -$483 0 – Closed
1770
CWM
Cornerstone Wealth Management
Missouri
$0 -$220K 0 – Closed
1771
Country Trust Bank
Country Trust Bank
Illinois
$0 -$956 0 – Closed
1772
CI
CPMG Inc
Texas
$0 -$61.3M 0 – Closed
1773
CQS
Credential Qtrade Securities
$0 -$1.69K 0 – Closed
1774
CM
Crystalline Management
Canada
$0 -$3.03M 0 – Closed
1775
CX Institutional
CX Institutional
Indiana
$0 -$212K 0 – Closed