← 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
1826	APM Advanced Portfolio Management New York	$0	-$1.51M	–	Closed
1827	AIA Affinity Investment Advisors Newport Beach, California	$0	-$327K	–	Closed
1828	A AJOVista Boston, Massachusetts	$0	-$11.9K	–	Closed
1829	ACM Alua Capital Management New York	$0	-$14.1M	–	Closed
1830	ASBI American State Bank (Iowa) Sioux Center, Iowa	$0	-$32.8K	–	Closed
1831	Ameritas Advisory Services Lincoln, Nebraska	$0	-$646K	–	Closed
1832	ACM Archon Capital Management Seattle, Washington	$0	-$3.05M	–	Closed
1833	AP Arlington Partners Birmingham, Alabama	$0	-$14.7K	–	Closed
1834	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$0	-$130K	–	Closed
1835	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$313K	–	Closed
1836	Associated Banc-Corp Green Bay, Wisconsin	$0	-$207K	–	Closed
1837	Avidian Wealth Enterprises Houston, Texas	$0	-$288K	–	Closed
1838	Axiom Investors Greenwich, Connecticut	$0	-$5.53M	–	Closed
1839	BWP Balboa Wealth Partners Scottsdale, Arizona	$0	-$275K	–	Closed
1840	Bank Julius Baer & Co Zurich, Switzerland	$0	-$2.52K	–	Closed
1841	Belpointe Asset Management Reno, Nevada	$0	-$611K	–	Closed
1842	Beutel, Goodman & Co Toronto, Ontario, Canada	$0	-$13.7M	–	Closed
1843	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$250	–	Closed
1844	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$0	-$438K	–	Closed
1845	BFA Brendel Financial Advisors Hanover, New Hampshire	$0	-$1.81M	–	Closed
1846	BCC Bridge City Capital Lake Oswego, Oregon	$0	-$1.34M	–	Closed
1847	BW Gestao de Investimentos Sao Paulo, Brazil	$0	-$11.3M	–	Closed
1848	CWM Cabot Wealth Management Salem, Massachusetts	$0	-$356K	–	Closed
1849	Calamos Advisors Naperville, Illinois	$0	-$1.93M	–	Closed
1850	CIG Cascade Investment Group Colorado Springs, Colorado	$0	-$202K	–	Closed