← 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
1201	CCM Clearfield Capital Management New York	$0	-$17.7M	0	–	Closed
1202	Clifford Swan Investment Counsel Pasadena, California	$0	-$236K	0	–	Closed
1203	CMT Capital Markets Trading Frankfurt, Germany	$0	-$185K	0	–	Closed
1204	CT Coastline Trust Providence, Rhode Island	$0	-$255K	0	–	Closed
1205	COI Connable Office Inc Kalamazoo, Michigan	$0	-$204K	0	–	Closed
1206	CCP Corient Capital Partners Newport Beach, California	$0	-$1.36M	0	–	Closed
1207	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$1.4M	0	–	Closed
1208	Cullen Capital Management New York	$0	-$669K	0	–	Closed
1209	Curi RMB Capital Chicago, Illinois	$0	-$2.65M	0	–	Closed
1210	DILH Dai-ichi Life Holdings Tokyo, Japan	$0	-$597K	0	–	Closed
1211	Davidson Kempner Capital Management New York	$0	-$8.03M	0	–	Closed
1212	DC Deere & Company Moline, Illinois	$0	-$4.03M	0	–	Closed
1213	Deerfield Management New York	$0	-$23.1M	0	–	Closed
1214	DPA Delphi Private Advisors San Diego, California	$0	-$2K	1	0%	Reduced
1215	DOA D'Orazio & Associates Falls Church, Virginia	$0	-$7K	0	–	Closed
1216	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$1.64M	0	–	Closed
1217	Elliott Management New York	$0	-$5.2M	0	–	Closed
1218	EFS Essex Financial Services Essex, Connecticut	$0	-$203K	0	–	Closed
1219	FP FDO Partners Cambridge, Massachusetts	$0	-$1.93M	0	–	Closed
1220	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$0	-$9K	0	–	Closed
1221	FNYS First New York Securities New York	$0	-$5.23M	0	–	Closed
1222	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$0	-$3.58M	0	–	Closed
1223	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$0	-$696K	0	–	Closed
1224	GCIA Gabelli & Co Investment Advisers Rye, New York	$0	-$231K	0	–	Closed
1225	GC Garde Capital Seattle, Washington	$0	-$693K	0	–	Closed