← 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	BCM Birmingham Capital Management Birmingham, Alabama	$0	-$202K	–	Closed
1177	Bridges Investment Management Omaha, Nebraska	$0	-$203K	–	Closed
1178	CAM Cacti Asset Management Atlanta, Georgia	$0	-$277K	–	Closed
1179	Capital Advisors Inc Tulsa, Oklahoma	$0	-$208K	–	Closed
1180	Capital Guardian Trust Los Angeles, California	$0	-$923K	–	Closed
1181	Capital International Inc Los Angeles, California	$0	-$197K	–	Closed
1182	Catalyst Capital Advisors Huntington, New York	$0	-$444K	–	Closed
1183	CBT Central Bank & Trust Lexington, Kentucky	$0	-$8K	–	Closed
1184	Cetera Investment Advisers Schaumburg, Illinois	$0	-$202K	–	Closed
1185	CCG Chatham Capital Group Savannah, Georgia	$0	-$1.54M	–	Closed
1186	CYG Clean Yield Group Norwich, Vermont	$0	-$33K	–	Closed
1187	CC Coastland Capital Palo Alto, California	$0	-$9.08M	–	Closed
1188	CCI Columbus Circle Investors	$0	-$4.41M	–	Closed
1189	CWM Concert Wealth Management San Jose, California	$0	-$2.03M	–	Closed
1190	CCT Country Club Trust Kansas City, Missouri	$0	-$266K	–	Closed
1191	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$0	-$14M	–	Closed
1192	DAL David A. Lorber	$0	-$70K	–	Closed
1193	DCM Decatur Capital Management Decatur, Georgia	$0	-$312K	–	Closed
1194	DA Denali Advisors San Diego, California	$0	-$279K	–	Closed
1195	Discovery Capital Management South Norwalk, Connecticut	$0	-$22.9M	–	Closed
1196	Douglass Winthrop Advisors New York	$0	-$222K	–	Closed
1197	Eagle Asset Management St Petersburg, Florida	$0	-$3.11M	–	Closed
1198	Exencial Wealth Advisors Oklahoma City, Oklahoma	$0	-$216K	–	Closed
1199	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$224K	–	Closed
1200	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$0	-$206K	–	Closed