← 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
1926	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$0	-$1.16M	–	Closed
1927	EWM Elite Wealth Management Kirkland, Washington	$0	-$2.69M	–	Closed
1928	ECM Engine Capital Management New York	$0	-$76.1K	–	Closed
1929	EAM Everstar Asset Management Mooresville, North Carolina	$0	-$408K	–	Closed
1930	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$0	-$8K	–	Closed
1931	Ferguson Wellman Capital Management Portland, Oregon	$0	-$246K	–	Closed
1932	Fidelity National Financial Jacksonville, Florida	$0	-$22.7M	–	Closed
1933	FGC Financial Gravity Companies Lakeway, Texas	$0	-$12.6K	–	Closed
1934	FNWA Financial Network Wealth Advisors Murray, Utah	$0	-$6.12K	–	Closed
1935	FCB First County Bank Stamford, Connecticut	$0	-$353K	–	Closed
1936	FHC First Heartland Consultants Lake St. Louis, Missouri	$0	-$227K	–	Closed
1937	First Pacific Advisors El Segundo, California	$0	-$13.1M	–	Closed
1938	FTDI First Trust Direct Indexing Boston, Massachusetts	$0	-$3.41M	–	Closed
1939	FHA Flagship Harbor Advisors Boston, Massachusetts	$0	-$13.2K	–	Closed
1940	Focus Financial Network Minneapolis, Minnesota	$0	-$326K	–	Closed
1941	FAG Fortitude Advisory Group Gig Harbor, Washington	$0	-$207K	–	Closed
1942	FPCP Fort Point Capital Partners San Francisco, California	$0	-$239K	–	Closed
1943	FIG Fortress Investment Group New York	$0	-$773K	–	Closed
1944	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$254K	–	Closed
1945	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$0	-$121K	–	Closed
1946	FFA Frazier Financial Advisors Columbus, Ohio	$0	-$11.7K	–	Closed
1947	FF Friedenthal Financial Marlton, New Jersey	$0	-$48.8K	–	Closed
1948	FSCM Front Street Capital Management Missoula, Montana	$0	-$590K	–	Closed
1949	Ghisallo Capital Management Boston, Massachusetts	$0	-$393K	–	Closed
1950	GSEP Golden State Equity Partners South Coast Metro, California	$0	-$18.7K	–	Closed