← 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
1801	EC Estate Counselors Thiensville, Wisconsin	$0	-$813K	0	–	Closed
1802	EP Eudaimonia Partners Winchester, Tennessee	$0	-$222K	0	–	Closed
1803	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$0	-$1K	0	–	Closed
1804	FLC Fifth Lane Capital Austin, Texas	$0	-$486K	0	–	Closed
1805	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$317K	0	–	Closed
1806	GIPM G2 Investment Partners Management New York	$0	-$857K	0	–	Closed
1807	GJIC Gamble Jones Investment Counsel Pasadena, California	$0	-$130K	0	–	Closed
1808	GWSG GPS Wealth Strategies Group Centennial, Colorado	$0	-$104K	0	–	Closed
1809	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$0	-$872K	0	–	Closed
1810	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$0	-$1K	0	–	Closed
1811	GC Gruss & Co West Palm Beach, Florida	$0	-$405K	0	–	Closed
1812	GFS GYL Financial Synergies West Hartford, Connecticut	$0	-$394K	0	–	Closed
1813	Harding Loevner Bridgewater, New Jersey	$0	-$18K	0	–	Closed
1814	HBK Investments Dallas, Texas	$0	-$2.06M	0	–	Closed
1815	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$0	-$1K	1	0%	Reduced
1816	HR Howe & Rusling Rochester, New York	$0	-$62K	0	–	Closed
1817	HI Hudock Inc Williamsport, Pennsylvania	$0	-$22K	0	–	Closed
1818	HPCM Hunter Perkins Capital Management Lombard, Illinois	$0	-$709K	0	–	Closed
1819	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$0	-$3.42M	0	–	Closed
1820	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$0	-$124K	0	–	Closed
1821	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$313K	0	–	Closed
1822	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$0	-$397K	0	–	Closed
1823	KFA Kelleher Financial Advisors New York	$0	-$1K	0	–	Closed
1824	KCM Kingdon Capital Management New York	$0	-$3.73M	0	–	Closed
1825	KSCM King Street Capital Management New York	$0	-$217K	0	–	Closed