← 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
1126	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$8.88M	–	Closed
1127	CCM Cortex Capital Management Fort Worth, Texas	$0	-$7.7M	–	Closed
1128	Cullen Capital Management New York	$0	-$343K	–	Closed
1129	DCM DAFNA Capital Management Los Angeles, California	$0	-$276K	–	Closed
1130	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$543K	–	Closed
1131	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$0	-$746K	–	Closed
1132	EULAV Asset Management Sarasota, Florida	$0	-$933K	–	Closed
1133	First Citizens Bank & Trust Raleigh, North Carolina	$0	-$453K	–	Closed
1134	FNB First Niagara Bank Lockport, New York	$0	-$220K	–	Closed
1135	FBP Flippin Bruce & Porter Lynchburg, Virginia	$0	-$2.34M	–	Closed
1136	FCM Force Capital Management New York	$0	-$17.6M	–	Closed
1137	GMIM General Motors Investment Management New York	$0	-$477K	–	Closed
1138	GWS Glassman Wealth Services Vienna, Virginia	$0	-$120K	–	Closed
1139	GGPE Golden Gate Private Equity San Francisco, California	$0	-$14.2M	–	Closed
1140	HAM Highstreet Asset Management London, Ontario, Canada	$0	-$958K	–	Closed
1141	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$1.98M	–	Closed
1142	Hotchkis & Wiley Capital Management Los Angeles, California	$0	-$35.4M	–	Closed
1143	IA Icon Advisers Greenwood Village, Colorado	$0	-$449K	–	Closed
1144	ICAP Independence Capital Asset Partners Denver, Colorado	$0	-$6.75M	–	Closed
1145	IC Intersect Capital San Ramon, California	$0	-$94K	–	Closed
1146	Jones Financial Companies Des Peres, Missouri	$0	-$499K	–	Closed
1147	JT Jump Trading Chicago, Illinois	$0	-$917K	–	Closed
1148	Kayne Anderson Rudnick Investment Management Los Angeles, California	$0	-$50.5M	–	Closed
1149	KIC Keating Investment Counselors Delray Beach, Florida	$0	-$219K	–	Closed
1150	Lazard Asset Management New York	$0	-$8.06M	–	Closed