← 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	% of Portfolio	Status
1751	1C 111 Capital Paris, France	$0	-$1.53M	–	Closed
1752	4A 4D Advisors Redondo Beach, California	$0	-$4.27M	–	Closed
1753	AMG Advisors Management Group La Crosse, Wisconsin	$0	-$201K	–	Closed
1754	AFS AFG Fiduciary Services Hingham, Massachusetts	$0	-$80.8K	–	Closed
1755	AV Alamea Verwaltungs Edison, New Jersey	$0	-$387K	–	Closed
1756	AWA Alaska Wealth Advisors Anchorage, Alaska	$0	-$211K	–	Closed
1757	AOWM Alpha Omega Wealth Management Richmond, Virginia	$0	-$222K	–	Closed
1758	ACM AlphaStar Capital Management Cornelius, North Carolina	$0	-$227K	–	Closed
1759	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$0	-$20K	–	Closed
1760	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$0	-$3.48M	–	Closed
1761	AC Aristides Capital Louisville, Kentucky	$0	-$224K	–	Closed
1762	AC Arjuna Capital Durham, North Carolina	$0	-$1.14M	–	Closed
1763	ACM Arlington Capital Management Arlington Heights, Illinois	$0	-$2.57M	–	Closed
1764	AAMC Asset Allocation & Management Company Chicago, Illinois	$0	-$212K	–	Closed
1765	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$0	-$156	–	Closed
1766	AFW Avantra Family Wealth Mechanicsburg, Pennsylvania	$0	-$331K	–	Closed
1767	AC AWH Capital Dallas, Texas	$0	-$5.04M	–	Closed
1768	Axa Paris, France	$0	-$48M	–	Closed
1769	Axiom Investors Greenwich, Connecticut	$0	-$19.5M	–	Closed
1770	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$1.61K	–	Closed
1771	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$0	-$14K	–	Closed
1772	Beacon Pointe Advisors Newport Beach, California	$0	-$207K	–	Closed
1773	BMC Bear Mountain Capital Seattle, Washington	$0	-$1.21K	–	Closed
1774	BMC Beaton Management Company Haverhill, Massachusetts	$0	-$214K	–	Closed
1775	BFIM Beese Fulmer Investment Management Canton, Ohio	$0	-$218K	–	Closed