← 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	CCP Clarkston Capital Partners Rochester, Michigan	$0	-$572K	–	Closed
1077	CG Clinton Group New York	$0	-$1.6M	–	Closed
1078	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$261K	–	Closed
1079	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$775K	–	Closed
1080	CIA Covington Investment Advisors Ligonier, Pennsylvania	$0	-$425K	–	Closed
1081	CII CR Intrinsic Investors Stamford, Connecticut	$0	-$6.83M	–	Closed
1082	DM Diker Management New York	$0	-$272K	–	Closed
1083	DD Dominick & Dominick New York	$0	-$351K	–	Closed
1084	DP DW Partners New York	$0	-$7.7M	–	Closed
1085	Eagle Asset Management St Petersburg, Florida	$0	-$5.29M	–	Closed
1086	EEG E.E. Geduld	$0	-$286K	–	Closed
1087	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$498K	–	Closed
1088	EML Eos Management LP New York	$0	-$705K	–	Closed
1089	ETrade Capital Management Arlington, Virginia	$0	-$78K	–	Closed
1090	Eventide Asset Management Boston, Massachusetts	$0	-$442K	–	Closed
1091	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$0	-$202K	–	Closed
1092	FPA Fieldpoint Private Advisors New York	$0	-$1.25M	–	Closed
1093	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$2.32M	–	Closed
1094	Fred Alger Management New York	$0	-$2K	–	Closed
1095	FIM Friedberg Investment Management Houston, Texas	$0	-$1.8M	–	Closed
1096	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$0	-$10K	–	Closed
1097	GVT Genesee Valley Trust Pittsford, New York	$0	-$283K	–	Closed
1098	GP GLG Partners London, United Kingdom	$0	-$460K	–	Closed
1099	HCM Hayman Capital Management Dallas, Texas	$0	-$18.2M	–	Closed
1100	HP Hound Partners New York	$0	-$59.5M	–	Closed