← 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	AI AXS Investments Port Chester, New York	$0	-$1.3M	–	Closed
1827	Bailard Foster City, California	$0	-$604K	–	Closed
1828	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$0	-$418K	–	Closed
1829	Balentine LLC Atlanta, Georgia	$0	-$884K	–	Closed
1830	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$0	-$414K	–	Closed
1831	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$248K	–	Closed
1832	BWM Baron Wealth Management Troy, Michigan	$0	-$201K	–	Closed
1833	BCP Bayberry Capital Partners New York	$0	-$12.6M	–	Closed
1834	B Bellecapital Zurich, Switzerland	$0	-$257K	–	Closed
1835	Belvedere Trading Chicago, Illinois	$0	-$62.2K	–	Closed
1836	BCAM Boston Common Asset Management Boston, Massachusetts	$0	-$4.05M	–	Closed
1837	BAM Bosun Asset Management Chicago, Illinois	$0	-$692K	–	Closed
1838	BHCM Boulder Hill Capital Management New York	$0	-$591K	–	Closed
1839	Bragg Financial Advisors Charlotte, North Carolina	$0	-$233K	–	Closed
1840	Braun Stacey Associates New York	$0	-$5.58M	–	Closed
1841	BIM Breakwater Investment Management Seattle, Washington	$0	-$226	–	Closed
1842	Brighton Jones LLC Seattle, Washington	$0	-$200K	–	Closed
1843	CCM CAAS Capital Management New York	$0	-$4.27M	–	Closed
1844	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$1.75M	–	Closed
1845	Cantor Fitzgerald New York	$0	-$37K	–	Closed
1846	Capula Management Grand Cayman, Cayman Islands	$0	-$449K	–	Closed
1847	CI Cavalier Investments Alpharetta, Georgia	$0	-$3.27M	–	Closed
1848	CM Cercano Management Bellevue, Washington	$0	-$14.4M	–	Closed
1849	CCC Chesapeake Capital Corp Tampa, Florida	$0	-$495K	–	Closed
1850	Clear Street New York	$0	-$249	–	Closed