← 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
1176	Churchill Management Los Angeles, California	$0	-$3.8M	–	Closed
1177	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$79K	–	Closed
1178	Coatue Management New York	$0	-$9.03M	–	Closed
1179	CCM Coliseum Capital Management Rowayton, Connecticut	$0	-$392K	–	Closed
1180	CCI Columbus Circle Investors	$0	-$12.4M	–	Closed
1181	CL CSS LLC Chicago, Illinois	$0	-$37.9K	–	Closed
1182	Dana Investment Advisors Waukesha, Wisconsin	$0	-$886K	–	Closed
1183	DAM Deltec Asset Management New York	$0	-$969K	–	Closed
1184	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$104K	–	Closed
1185	Egerton Capital (UK) London, United Kingdom	$0	-$263M	–	Closed
1186	Element Capital Management New York	$0	-$1.03M	–	Closed
1187	EA Euclid Advisors Hartford, Connecticut	$0	-$2.89M	–	Closed
1188	EverPoint Asset Management Stamford, Connecticut	$0	-$3.24M	–	Closed
1189	FG Fiduciary Group Savannah, Georgia	$0	-$329K	–	Closed
1190	FMP Financial Management Professionals Austin, Texas	$0	-$8K	–	Closed
1191	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$0	-$209K	–	Closed
1192	FO FT Options Chicago, Illinois	$0	-$661K	–	Closed
1193	Glazer Capital LLC New York	$0	-$451K	–	Closed
1194	GL Globe Life Mckinney, Texas	$0	-$233K	–	Closed
1195	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$17K	–	Closed
1196	HM Payson & Co Portland, Maine	$0	-$290K	–	Closed
1197	Homrich & Berg Atlanta, Georgia	$0	-$250K	–	Closed
1198	HCMNY Howard Capital Management (New York) New York	$0	-$232K	–	Closed
1199	IA Icon Advisers Greenwood Village, Colorado	$0	-$289K	–	Closed
1200	I2I Insight 2811 Inc Chicago, Illinois	$0	-$514K	–	Closed