← 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
1851	AlphaCore Capital La Jolla, California	$0	-$201K	–	Closed
1852	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$767K	–	Closed
1853	AFT Alpha Family Trust Los Angeles, California	$0	-$225K	–	Closed
1854	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$615K	–	Closed
1855	ACM Altium Capital Management New York	$0	-$5.95M	–	Closed
1856	AT American Trust Lexington, Kentucky	$0	-$911K	–	Closed
1857	AAM AMI Asset Management Los Angeles, California	$0	-$1.17M	–	Closed
1858	AWAM Appian Way Asset Management New York	$0	-$4.5M	–	Closed
1859	Ariel Investments Chicago, Illinois	$0	-$35.2M	–	Closed
1860	Armistice Capital New York	$0	-$12M	–	Closed
1861	AC Arrow Capital Sydney, Australia	$0	-$1.5M	–	Closed
1862	ACM Arvin Capital Management Austin, Texas	$0	-$5.67M	–	Closed
1863	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$307K	–	Closed
1864	Aspiriant LLC Los Angeles, California	$0	-$275K	–	Closed
1865	Associated Banc-Corp Green Bay, Wisconsin	$0	-$214K	–	Closed
1866	APW Atlantic Private Wealth Chapel Hill, North Carolina	$0	-$5.55K	–	Closed
1867	Atlas FRM Greenwich, Connecticut	$0	-$20.4M	–	Closed
1868	Avidian Wealth Enterprises Houston, Texas	$0	-$204K	–	Closed
1869	Avior Wealth Management Omaha, Nebraska	$0	-$219K	–	Closed
1870	Barings Charlotte, North Carolina	$0	-$2.22M	–	Closed
1871	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$187K	–	Closed
1872	BFG Berger Financial Group Plymouth, Minnesota	$0	-$279K	–	Closed
1873	BCP Berkeley Capital Partners Milton, Georgia	$0	-$571K	–	Closed
1874	BCM Beryl Capital Management Redondo Beach, California	$0	-$3.08M	–	Closed
1875	BFA Bill Few Associates Pittsburgh, Pennsylvania	$0	-$232K	–	Closed