← 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	1WCM 12 West Capital Management New York	$0	-$9.92M	–	Closed
1077	AR Advisory Research Chicago, Illinois	$0	-$913K	–	Closed
1078	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$1.02M	–	Closed
1079	ACM Akanthos Capital Management Woodland Hills, California	$0	-$1.05M	–	Closed
1080	AC Alexandria Capital Arlington, Virginia	$0	-$6K	–	Closed
1081	Algert Global San Francisco, California	$0	-$313K	–	Closed
1082	AW Alpha Windward Westwood, Massachusetts	$0	-$471K	–	Closed
1083	AGM Alpine Global Management New York	$0	-$606K	–	Closed
1084	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$11K	–	Closed
1085	AGC Angelo Gordon & Co New York	$0	-$21.1M	–	Closed
1086	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$1.47M	–	Closed
1087	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$352K	–	Closed
1088	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$0	-$208K	–	Closed
1089	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$362K	–	Closed
1090	BL Bolton LP Greenwich, Connecticut	$0	-$1.64M	–	Closed
1091	BFO Boston Family Office Boston, Massachusetts	$0	-$205K	–	Closed
1092	Braun Stacey Associates New York	$0	-$4.07M	–	Closed
1093	BRWM B. Riley Wealth Management Memphis, Tennessee	$0	-$25K	–	Closed
1094	Brinker Capital Berwyn, Pennsylvania	$0	-$297K	–	Closed
1095	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$3.49M	–	Closed
1096	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$4.23M	–	Closed
1097	CFSG Community Financial Services Group Newport, Vermont	$0	-$3K	–	Closed
1098	CCPM Cooper Creek Partners Management New York	$0	-$2.09M	–	Closed
1099	CPA Court Place Advisors Ellicott City, Maryland	$0	-$569K	–	Closed
1100	Covington Capital Management Los Angeles, California	$0	-$220K	–	Closed