← 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
1901	BWM Baron Wealth Management Troy, Michigan	$0	-$217K	0	–	Closed
1902	BST Bath Savings Trust Bath, Maine	$0	-$208K	0	–	Closed
1903	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$0	-$1K	0	–	Closed
1904	Belpointe Asset Management Reno, Nevada	$0	-$208K	0	–	Closed
1905	BCP BlackBarn Capital Partners New York	$0	-$5.66M	0	–	Closed
1906	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$348K	0	–	Closed
1907	BG Bollard Group Boston, Massachusetts	$0	-$78K	1	0%	Reduced
1908	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$0	-$1.55M	0	–	Closed
1909	CHP Cable Hill Partners Portland, Oregon	$0	-$480K	0	–	Closed
1910	CIC Canal Insurance Company Greenville, South Carolina	$0	-$34K	0	–	Closed
1911	Capital World Investors Los Angeles, California	$0	-$147M	0	–	Closed
1912	CCLA Investment Management London, United Kingdom	$0	-$5.43M	0	–	Closed
1913	CWM Cedar Wealth Management Walnut Creek, California	$0	-$275K	0	–	Closed
1914	CI Ceera Investments Bellaire, Texas	$0	-$2.43M	0	–	Closed
1915	CAM Centre Asset Management New York	$0	-$8.92M	0	–	Closed
1916	Channing Capital Management Chicago, Illinois	$0	-$4.5M	0	–	Closed
1917	CA Claris Advisors St. Louis, Missouri	$0	-$8.74K	0	–	Closed
1918	CT ClearAlpha Technologies Greenwich, Connecticut	$0	-$886K	0	–	Closed
1919	Coatue Management New York	$0	-$116M	0	–	Closed
1920	CFG Copley Financial Group San Diego, California	$0	-$42	0	–	Closed
1921	CCMI Creative Capital Management Investments San Diego, California	$0	-$163	0	–	Closed
1922	Curi RMB Capital Chicago, Illinois	$0	-$272K	0	–	Closed
1923	DC Dendur Capital New York	$0	-$17.5M	0	–	Closed
1924	DC Diametric Capital Boston, Massachusetts	$0	-$119K	0	–	Closed
1925	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$0	-$1.94M	0	–	Closed