← 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	1832 Asset Management Toronto, Ontario, Canada	$0	-$20K	0	–	Closed
1102	ARC Absolute Return Capital Boston, Massachusetts	$0	-$885K	0	–	Closed
1103	AH Achievement Holdings Chicago, Illinois	$0	-$6.24M	0	–	Closed
1104	Advent Capital Management New York	$0	-$3.47M	0	–	Closed
1105	AIA Affinity Investment Advisors Newport Beach, California	$0	-$1.3M	0	–	Closed
1106	ACM Americafirst Capital Management Roseville, California	$0	-$597K	0	–	Closed
1107	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$1.81M	0	–	Closed
1108	ACM Asymmetry Capital Management San Francisco, California	$0	-$4.07M	0	–	Closed
1109	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$429	2	0%	New
1110	BT Beacon Trust Morristown, New Jersey	$0	-$203K	0	–	Closed
1111	BCA Bray Capital Advisors Naples, Florida	$0	-$12K	0	–	Closed
1112	Brookstone Capital Management Wheaton, Illinois	$0	-$36K	0	–	Closed
1113	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$915K	0	–	Closed
1114	CIM Cambria Investment Management Manhattan Beach, California	$0	-$1.83M	0	–	Closed
1115	Catalyst Capital Advisors Huntington, New York	$0	-$7K	0	–	Closed
1116	CC Chubb Corp Warren, New Jersey	$0	-$4.47M	0	–	Closed
1117	CAM ClariVest Asset Management San Diego, California	$0	-$1K	0	–	Closed
1118	COI Connable Office Inc Kalamazoo, Michigan	$0	-$220K	0	–	Closed
1119	DSI Daiwa SB Investments Tokyo, Japan	$0	-$320K	0	–	Closed
1120	DCM Dean Capital Management Overland Park, Kansas	$0	-$1.09M	0	–	Closed
1121	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$0	-$30.2M	0	–	Closed
1122	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$0	-$567K	0	–	Closed
1123	EP Edgestream Partners Princeton, New Jersey	$0	-$261K	0	–	Closed
1124	EMA Efficient Market Advisors San Diego, California	$0	-$1K	0	–	Closed
1125	ETrade Capital Management Arlington, Virginia	$0	-$208K	0	–	Closed