← 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
1826	AWA Authentikos Wealth Advisory Morgan Hill, California	$0	-$35.5K	0	–	Closed
1827	AI AXS Investments Port Chester, New York	$0	-$1.21M	0	–	Closed
1828	Baker Avenue Asset Management San Francisco, California	$0	-$685K	0	–	Closed
1829	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$207K	0	–	Closed
1830	BHMP Bardin Hill Management Partners New York	$0	-$3.19M	0	–	Closed
1831	BIA Barry Investment Advisors New Bedford, Massachusetts	$0	-$293K	0	–	Closed
1832	BCM BCK Capital Management Stamford, Connecticut	$0	-$1.37M	0	–	Closed
1833	BDT Capital Partners Chicago, Illinois	$0	-$53.9M	0	–	Closed
1834	BDWCC B&D White Capital Company Lakeway, Texas	$0	-$376K	0	–	Closed
1835	BMC Benin Management Corp Wilton, Connecticut	$0	-$156K	0	–	Closed
1836	Benjamin Edwards Inc Clayton, Missouri	$0	+$79	2	0%	Increased
1837	BSG Black Swift Group Boulder, Colorado	$0	-$1.27M	0	–	Closed
1838	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$0	-$1.29M	0	–	Closed
1839	Brighton Jones LLC Seattle, Washington	$0	-$663K	0	–	Closed
1840	CWM C2C Wealth Management Scottsdale, Arizona	$0	-$455K	0	–	Closed
1841	Cantor Fitzgerald New York	$0	-$547K	0	–	Closed
1842	CIA Capital Impact Advisors Boston, Massachusetts	$0	-$544K	0	–	Closed
1843	CFM Capricorn Fund Managers London, United Kingdom	$0	-$34.2M	0	–	Closed
1844	CA CapWealth Advisors Franklin, Tennessee	$0	-$5.56M	0	–	Closed
1845	CC Carlson Capital Dallas, Texas	$0	-$39.5M	0	–	Closed
1846	CCP Carmel Capital Partners San Diego, California	$0	-$153K	0	–	Closed
1847	Carmignac Gestion Paris, France	$0	-$4.13M	0	–	Closed
1848	Catalyst Capital Advisors Huntington, New York	$0	-$2.89M	0	–	Closed
1849	CWA Centennial Wealth Advisory Traverse City, Michigan	$0	-$258K	0	–	Closed
1850	CMI Clare Market Investments Dallas, Texas	$0	-$377K	0	–	Closed