← 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
1776	Atlantic Union Bankshares Glen Allen, Virginia	$0	-$381K	–	Closed
1777	AIC Aurora Investment Counsel Atlanta, Georgia	$0	-$544K	–	Closed
1778	APW Axim Planning & Wealth Springboro, Ohio	$0	-$6K	–	Closed
1779	AIM Axiom Investment Management New York	$0	-$39K	–	Closed
1780	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$0	-$4.61M	–	Closed
1781	BHCM Boulder Hill Capital Management New York	$0	-$1.55M	–	Closed
1782	BAM Boyar Asset Management New York	$0	-$330K	–	Closed
1783	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$0	-$225K	–	Closed
1784	CB Cadence Bank Tupelo, Mississippi	$0	-$4.13M	–	Closed
1785	CGIM Cannon Global Investment Management Davie, Florida	$0	-$2.4M	–	Closed
1786	CWM Castle Wealth Management West Palm Beach, Florida	$0	$0	–	Closed
1787	CIM Chiron Investment Management New York	$0	-$1.04M	–	Closed
1788	Confluence Investment Management St. Louis, Missouri	$0	-$297K	–	Closed
1789	CWM Cordatus Wealth Management Newtown, Pennsylvania	$0	-$1M	–	Closed
1790	CL COWA LLC Tulsa, Oklahoma	$0	-$89K	–	Closed
1791	CCM CTC Capital Management Chicago, Illinois	$0	-$449K	–	Closed
1792	CCP Cunning Capital Partners Morrisville, North Carolina	$0	-$1.54M	–	Closed
1793	DA DCM Advisors New York	$0	-$450K	–	Closed
1794	DRW Securities Chicago, Illinois	$0	-$313K	–	Closed
1795	EC EdgeRock Capital Denver, Colorado	$0	-$5K	–	Closed
1796	Eisler Capital (UK) London, United Kingdom	$0	-$447K	–	Closed
1797	EIP Ellis Investment Partners Berwyn, Pennsylvania	$0	-$36K	–	Closed
1798	EA Ellsworth Advisors Hudson, Ohio	$0	-$249K	–	Closed
1799	ECM Endurant Capital Management San Mateo, California	$0	-$1.35M	–	Closed
1800	EIM Essex Investment Management Boston, Massachusetts	$0	-$2.21M	–	Closed