← 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
1026	BCM Buckhead Capital Management Atlanta, Georgia	$0	-$2.74M	–	Closed
1027	Calamos Wealth Management Naperville, Illinois	$0	-$1.64M	–	Closed
1028	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$352K	–	Closed
1029	Castleark Management Chicago, Illinois	$0	-$69K	–	Closed
1030	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$6.37M	–	Closed
1031	Colony Group Boston, Massachusetts	$0	-$12.6M	–	Closed
1032	CCM Compton Capital Management Providence, Rhode Island	$0	-$727K	–	Closed
1033	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$12.1M	–	Closed
1034	DCM Dean Capital Management Overland Park, Kansas	$0	-$32K	–	Closed
1035	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$497K	–	Closed
1036	DWA Dorsey Wright & Associates Pasadena, California	$0	-$2.58M	–	Closed
1037	DTL Dynamic Technology Lab Singapore	$0	-$544K	–	Closed
1038	EIA Edgemoor Investment Advisors Bethesda, Maryland	$0	-$3.06M	–	Closed
1039	FAAM First Allied Asset Management San Diego, California	$0	-$210K	–	Closed
1040	FIG Fortress Investment Group New York	$0	-$9.52M	–	Closed
1041	FPCM Fox Point Capital Management New York	$0	-$15.1M	–	Closed
1042	Frontier Capital Management Boston, Massachusetts	$0	-$31.9M	–	Closed
1043	Fuller & Thaler Asset Management San Mateo, California	$0	-$140K	–	Closed
1044	GF Gerry Farber New York	$0	-$604K	–	Closed
1045	GP GLG Partners London, United Kingdom	$0	-$46.4M	–	Closed
1046	HT HAP Trading New York	$0	-$6.1M	–	Closed
1047	HP Harvey Partners Tarrytown, New York	$0	-$1.15M	–	Closed
1048	H Hexavest Montreal, Quebec, Canada	$0	-$115K	–	Closed
1049	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$84K	–	Closed
1050	HHC Hutchin Hill Capital New York	$0	-$3.05M	–	Closed