← 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
1076	Carson Wealth (CWM LLC) Omaha, Nebraska	$0	-$366K	–	Closed
1077	CCM Century Capital Management Boston, Massachusetts	$0	-$4.95M	–	Closed
1078	CL CFS LLC Oklahoma City, Oklahoma	$0	-$4K	–	Closed
1079	Churchill Management Los Angeles, California	$0	-$1.96M	–	Closed
1080	CI Investments Inc Toronto, Ontario, Canada	$0	-$10.1M	–	Closed
1081	CCM Coe Capital Management Highland Park, Illinois	$0	-$987K	–	Closed
1082	Corvex Management New York	$0	-$12.6M	–	Closed
1083	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$0	-$1.22M	–	Closed
1084	CI Cowen Inc New York	$0	-$832K	–	Closed
1085	DIA Denver Investment Advisors Denver, Colorado	$0	-$20.2M	–	Closed
1086	DF Dent & Co Baltimore, Maryland	$0	-$325K	–	Closed
1087	Douglass Winthrop Advisors New York	$0	-$290K	–	Closed
1088	Driehaus Capital Management Chicago, Illinois	$0	-$1.35M	–	Closed
1089	DTL Dynamic Technology Lab Singapore	$0	-$808K	–	Closed
1090	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$0	-$1.08M	–	Closed
1091	FPC Falcon Point Capital San Francisco, California	$0	-$1.02M	–	Closed
1092	Fiduciary Management Inc Milwaukee, Wisconsin	$0	-$7.81M	–	Closed
1093	Fiduciary Trust Boston, Massachusetts	$0	-$219K	–	Closed
1094	First Citizens Bank & Trust Raleigh, North Carolina	$0	-$440K	–	Closed
1095	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$0	-$312K	–	Closed
1096	FMA FNY Managed Accounts New York	$0	-$1.49M	–	Closed
1097	FM Forward Management San Francisco, California	$0	-$40K	–	Closed
1098	FBT Founders Bank & Trust Grand Rapids, Michigan	$0	-$24K	–	Closed
1099	Fulton Bank Lancaster, Pennsylvania	$0	-$240K	–	Closed
1100	GF Gerry Farber New York	$0	-$678K	–	Closed