← 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
1101	Baillie Gifford & Co Edinburgh, United Kingdom	$0	-$3.13M	–	Closed
1102	Baker Avenue Asset Management San Francisco, California	$0	-$2.75M	–	Closed
1103	BC Banced Corp Edwardsville, Illinois	$0	-$596K	–	Closed
1104	B BancorpSouth Tupelo, Mississippi	$0	-$202K	–	Closed
1105	BOTW Bank of the West Monterey Park, California	$0	-$1.12M	–	Closed
1106	BCM Bares Capital Management Austin, Texas	$0	-$363K	–	Closed
1107	Belvedere Trading Chicago, Illinois	$0	-$641K	–	Closed
1108	BWM Bernicke Wealth Management Altoona, Wisconsin	$0	-$858K	–	Closed
1109	BA Birinyi Associates Westport, Connecticut	$0	-$204K	–	Closed
1110	Boothbay Fund Management New York	$0	-$997K	–	Closed
1111	BAM Boyar Asset Management New York	$0	-$1.16M	–	Closed
1112	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$362K	–	Closed
1113	CCM Camber Capital Management Boston, Massachusetts	$0	-$28.5M	–	Closed
1114	CPO Cerity Partners OCIO New York	$0	-$239K	–	Closed
1115	CIBC Private Wealth Group Atlanta, Georgia	$0	-$703K	–	Closed
1116	CIBC World Market Toronto, Ontario, Canada	$0	-$1.29M	–	Closed
1117	CG Clinton Group New York	$0	-$1.65M	–	Closed
1118	Country Trust Bank Bloomington, Illinois	$0	-$4.54K	–	Closed
1119	CL CSS LLC Chicago, Illinois	$0	-$634K	–	Closed
1120	CCB Cutter & Co Brokerage Ballwin, Missouri	$0	-$281K	–	Closed
1121	DCM Decade Capital Management New York	$0	-$3.17M	–	Closed
1122	DCM Delta Capital Management Red Bank, New Jersey	$0	-$1.81M	–	Closed
1123	Epoch Investment Partners New York	$0	-$941K	–	Closed
1124	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$257K	–	Closed
1125	FAAM First Allied Asset Management San Diego, California	$0	-$7.03M	–	Closed