← 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
1051	CEP Chicago Equity Partners Chicago, Illinois	$0	-$279K	–	Closed
1052	CI Global Investments Oakland, California	$0	-$1.01M	–	Closed
1053	CC Cipher Capital New York	$0	-$896K	–	Closed
1054	CEI Clark Estates Inc New York	$0	-$1.37M	–	Closed
1055	Coldstream Capital Management Bellevue, Washington	$0	-$1.66M	–	Closed
1056	CCM Coliseum Capital Management Rowayton, Connecticut	$0	-$27.2M	–	Closed
1057	CAM Columbia Asset Management Ann Arbor, Michigan	$0	-$51K	–	Closed
1058	Conestoga Capital Advisors Wayne, Pennsylvania	$0	-$15.4M	–	Closed
1059	Covington Capital Management Los Angeles, California	$0	-$231K	–	Closed
1060	CCM Criterion Capital Management San Francisco, California	$0	-$3.03M	–	Closed
1061	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$1.77M	–	Closed
1062	Diamond Hill Capital Management Columbus, Ohio	$0	-$11.8M	–	Closed
1063	DY Dowling & Yahnke San Diego, California	$0	-$382K	–	Closed
1064	EI EAM Investors Solana Beach, California	$0	-$1.15M	–	Closed
1065	Emerald Advisers Leola, Pennsylvania	$0	-$1.22M	–	Closed
1066	ECM Exchange Capital Management Ann Arbor, Michigan	$0	-$9K	–	Closed
1067	FA Financial Advantage Columbia, Maryland	$0	-$5K	–	Closed
1068	FMT First Mercantile Trust Cordova, Tennessee	$0	-$46K	–	Closed
1069	Freestone Capital Holdings Seattle, Washington	$0	-$478K	–	Closed
1070	Fulton Bank Lancaster, Pennsylvania	$0	-$236K	–	Closed
1071	GCG Giovine Capital Group Santa Monica, California	$0	-$2.27M	–	Closed
1072	GPC Glacier Peak Capital Bellevue, Washington	$0	-$594K	–	Closed
1073	GC Globeflex Capital San Diego, California	$0	-$4.33M	–	Closed
1074	GIM Goelzer Investment Management Carmel, Indiana	$0	-$3.02M	–	Closed
1075	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$0	-$3K	–	Closed