← 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
1076	Gradient Investments Arden Hills, Minnesota	$2K	-$11.4K	1	0%	Reduced
1077	LFR Lehman Financial Resources Media, Pennsylvania	$2K	$0	1	0%	Maintained
1078	NCM Nelson Capital Management Menlo Park, California	$2K	$0	1	0%	Maintained
1079	Brinker Capital Investments Berwyn, Pennsylvania	$1K	+$25	1	0%	Increased
1080	AIA Affinity Investment Advisors Newport Beach, California	$0	-$234K	0	–	Closed
1081	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$7.58M	0	–	Closed
1082	AGA Altrinsic Global Advisors Stamford, Connecticut	$0	-$54.3M	0	–	Closed
1083	Alyeska Investment Group Chicago, Illinois	$0	-$9.68M	0	–	Closed
1084	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$0	-$303K	0	–	Closed
1085	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$70.8M	0	–	Closed
1086	BAMCO Inc New York	$0	-$34.1M	0	–	Closed
1087	BTP Bloom Tree Partners New York	$0	-$11.3M	0	–	Closed
1088	Braun Stacey Associates New York	$0	-$209K	0	–	Closed
1089	BPM Bronson Point Management Fairfield, Connecticut	$0	-$2.28M	0	–	Closed
1090	CCM Cai Capital Management New York	$0	-$1.53M	0	–	Closed
1091	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$4.09M	0	–	Closed
1092	CAM ClariVest Asset Management San Diego, California	$0	-$1.96M	0	–	Closed
1093	CCP Clough Capital Partners Boston, Massachusetts	$0	-$6.06M	0	–	Closed
1094	CCI Columbus Circle Investors	$0	-$432K	0	–	Closed
1095	CFSG Community Financial Services Group Newport, Vermont	$0	-$28K	0	–	Closed
1096	Crawford Investment Counsel Atlanta, Georgia	$0	-$519K	0	–	Closed
1097	CII CR Intrinsic Investors Stamford, Connecticut	$0	-$27.1M	0	–	Closed
1098	DCCA D.C. Capital Advisors New York	$0	-$374K	0	–	Closed
1099	DFO Duquesne Family Office New York	$0	-$5.51M	0	–	Closed
1100	DP DW Partners New York	$0	-$9.79M	0	–	Closed