← 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
1151	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$463K	0	–	Closed
1152	BT Beacon Trust Morristown, New Jersey	$0	-$201K	0	–	Closed
1153	BFA Benedict Financial Advisors Atlanta, Georgia	$0	-$249K	0	–	Closed
1154	BCM Blume Capital Management Berkeley, California	$0	-$29K	0	–	Closed
1155	BM Bridger Management New York	$0	-$1.8M	0	–	Closed
1156	CCA Canyon Capital Advisors Dallas, Texas	$0	-$9.31M	0	–	Closed
1157	CIA Capital Impact Advisors Boston, Massachusetts	$0	-$1.3M	0	–	Closed
1158	CMANY Capital Management Associates (New York) New York	$0	-$379K	0	–	Closed
1159	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$4.08M	0	–	Closed
1160	Driehaus Capital Management Chicago, Illinois	$0	-$2.97M	0	–	Closed
1161	EI EAM Investors Solana Beach, California	$0	-$1.77M	0	–	Closed
1162	FCCM First City Capital Management Savannah, Georgia	$0	-$78.1K	0	–	Closed
1163	FMA FNY Managed Accounts New York	$0	-$235K	0	–	Closed
1164	GTC Ghost Tree Capital New York	$0	-$2.89M	0	–	Closed
1165	GC GMT Capital Atlanta, Georgia	$0	-$15.7M	0	–	Closed
1166	Great Lakes Advisors Chicago, Illinois	$0	-$1.13M	0	–	Closed
1167	GBT Grove Bank & Trust Miami, Florida	$0	-$3K	0	–	Closed
1168	GHA GW Henssler & Associates Kennesaw, Georgia	$0	-$216K	0	–	Closed
1169	HH Hilltop Holdings Dallas, Texas	$0	-$205K	0	–	Closed
1170	ICOM Investment Counselors of Maryland Baltimore, Maryland	$0	-$11.8M	0	–	Closed
1171	IEFM IQ EQ Fund Management Dublin 2, Ireland	$0	-$678K	0	–	Closed
1172	LTI Laffer Tengler Investments Nashville, Tennessee	$0	-$1.53M	0	–	Closed
1173	LPT Legacy Private Trust Neenah, Wisconsin	$0	-$313K	0	–	Closed
1174	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1175	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$2.31M	0	–	Closed