← 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
1151	BSPF British Steel Pension Fund London, United Kingdom	$0	-$1.07M	–	Closed
1152	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	-$12K	–	Closed
1153	CONA Capital One National Association New York	$0	-$1.11M	–	Closed
1154	Castleark Management Chicago, Illinois	$0	-$10.6M	–	Closed
1155	Check Capital Management Costa Mesa, California	$0	-$243K	–	Closed
1156	CB Chemical Bank Detroit, Michigan	$0	-$238K	–	Closed
1157	Chilton Capital Management Houston, Texas	$0	-$206K	–	Closed
1158	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$0	-$3.02M	–	Closed
1159	DIA Davidson Investment Advisors Great Falls, Montana	$0	-$53K	–	Closed
1160	Davidson Kempner Capital Management New York	$0	-$5.36M	–	Closed
1161	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$1.21M	–	Closed
1162	EMG ETF Managers Group Summit, New Jersey	$0	-$52K	–	Closed
1163	FC Ferris Capital Marlborough, Massachusetts	$0	-$36K	–	Closed
1164	FWM FFT Wealth Management Philadelphia, Pennsylvania	$0	-$201K	–	Closed
1165	Fiduciary Trust Boston, Massachusetts	$0	-$281K	–	Closed
1166	FPS Fieldpoint Private Securities Greenwich, Connecticut	$0	-$19K	–	Closed
1167	Första AP-fonden Stockholm, Sweden	$0	-$2.28M	–	Closed
1168	FPCM Fox Point Capital Management New York	$0	-$447K	–	Closed
1169	Fred Alger Management New York	$0	-$2.29M	–	Closed
1170	GTP Global Thematic Partners New York	$0	-$221K	–	Closed
1171	Gradient Investments Arden Hills, Minnesota	$0	-$88K	–	Closed
1172	Graham Capital Management Rowayton, Connecticut	$0	-$712K	–	Closed
1173	Granahan Investment Management Waltham, Massachusetts	$0	-$227K	–	Closed
1174	HT HAP Trading New York	$0	-$4.87M	–	Closed
1175	Harvest Fund Management Beijing, China	$0	-$31K	–	Closed