← 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
1101	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$584K	0	–	Closed
1102	BSPF British Steel Pension Fund London, United Kingdom	$0	-$2.44M	0	–	Closed
1103	BCM BTC Capital Management Des Moines, Iowa	$0	-$846K	0	–	Closed
1104	CA CapWealth Advisors Franklin, Tennessee	$0	-$7K	0	–	Closed
1105	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$0	-$557K	0	–	Closed
1106	CHAM Clear Harbor Asset Management Stamford, Connecticut	$0	-$350K	0	–	Closed
1107	CCM Coe Capital Management Highland Park, Illinois	$0	-$274K	0	–	Closed
1108	CCM Compton Capital Management Providence, Rhode Island	$0	-$469K	0	–	Closed
1109	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$1.06M	0	–	Closed
1110	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$1.08M	0	–	Closed
1111	Corvex Management New York	$0	-$51.1M	0	–	Closed
1112	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$208K	0	–	Closed
1113	DTL Dynamic Technology Lab Singapore	$0	-$330K	0	–	Closed
1114	EWM Edge Wealth Management New York	$0	-$7K	0	–	Closed
1115	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$0	-$3.82M	0	–	Closed
1116	GACM Green Arrow Capital Management New York	$0	-$2.93M	0	–	Closed
1117	GW&K Investment Management Boston, Massachusetts	$0	-$2.97M	0	–	Closed
1118	HI Honeywell International Charlotte, North Carolina	$0	-$15.7M	0	–	Closed
1119	ICAP Independence Capital Asset Partners Denver, Colorado	$0	-$13.9M	0	–	Closed
1120	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$1.14M	0	–	Closed
1121	JAM Jolley Asset Management Rocky Mount, North Carolina	$0	-$560K	0	–	Closed
1122	KA Kerrisdale Advisers Miami, Florida	$0	-$2.72M	0	–	Closed
1123	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1124	LBG Lloyds Banking Group London, United Kingdom	$0	-$111K	0	–	Closed
1125	LOM Loeb Offshore Management New York	$0	-$7.58M	0	–	Closed