← 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	ACM AREX Capital Management New York	$0	-$14.6M	–	Closed
1777	AWM Aries Wealth Management Portland, Maine	$0	-$205K	–	Closed
1778	AC Aristides Capital Louisville, Kentucky	$0	-$271K	–	Closed
1779	AIA Arrow Investment Advisors Laurel, Maryland	$0	-$234K	–	Closed
1780	AWA Artemis Wealth Advisors New York	$0	-$503	–	Closed
1781	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$0	-$763K	–	Closed
1782	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$295K	–	Closed
1783	AGC Aspen Grove Capital Avon, Colorado	$0	-$280K	–	Closed
1784	AIM Aspen Investment Management Grand Rapids, Michigan	$0	-$494K	–	Closed
1785	AI Atom Investors Austin, Texas	$0	-$1.95M	–	Closed
1786	ACM AUA Capital Management Camp Hill, Pennsylvania	$0	-$5.36K	–	Closed
1787	Avantax Planning Partners Dubuque, Iowa	$0	-$756K	–	Closed
1788	BA Ballast Advisors Woodbury, Minnesota	$0	-$212K	–	Closed
1789	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$1.14M	–	Closed
1790	BOS Bank of Stockton Stockton, California	$0	-$254K	–	Closed
1791	BSCM Berry Street Capital Management London, United Kingdom	$0	-$6.23M	–	Closed
1792	BSG Black Swift Group Boulder, Colorado	$0	-$373K	–	Closed
1793	BCM Boone Capital Management Atlanta, Georgia	$0	-$7.16M	–	Closed
1794	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$357	–	Closed
1795	Brandes Investment Partners La Jolla, California	$0	-$478K	–	Closed
1796	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$0	-$1.7M	–	Closed
1797	Capital Research Global Investors Los Angeles, California	$0	-$87.6M	–	Closed
1798	CP Castleview Partners Dallas, Texas	$0	-$252	–	Closed
1799	CF CNA Financial Chicago, Illinois	$0	-$915K	–	Closed
1800	CCM Compass Capital Management Minneapolis, Minnesota	$0	-$219K	–	Closed