← 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
1201	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$216K	–	Closed
1202	CCA Canyon Capital Advisors Dallas, Texas	$0	-$9.9M	–	Closed
1203	CGM Capital Growth Management Boston, Massachusetts	$0	-$6.79M	–	Closed
1204	Capital International Los Angeles, California	$0	-$6.8M	–	Closed
1205	Capital International Investors Los Angeles, California	$0	-$19.4M	–	Closed
1206	Capital International Sarl Los Angeles, California	$0	-$2.54M	–	Closed
1207	CIAN Capstone Investment Advisors (Netherlands) New York	$0	-$187K	–	Closed
1208	CHAM Clear Harbor Asset Management Stamford, Connecticut	$0	-$1.83M	–	Closed
1209	CAM CMT Asset Management Chicago, Illinois	$0	-$1.39M	–	Closed
1210	CBA Coastal Bridge Advisors Westport, Connecticut	$0	-$200K	–	Closed
1211	CIM Contravisory Investment Management Norwell, Massachusetts	$0	-$61K	–	Closed
1212	CL CPWM LLC Seattle, Washington	$0	-$291K	–	Closed
1213	CL CSS LLC Chicago, Illinois	$0	-$389K	–	Closed
1214	C WorldWide Group Copenhagen, Denmark	$0	-$6.35M	–	Closed
1215	DG Davidson & Garrard Lynchburg, Virginia	$0	-$322K	–	Closed
1216	DPA Delphi Private Advisors San Diego, California	$0	$0	–	Closed
1217	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$0	-$176K	–	Closed
1218	DVM Dreman Value Management West Palm Beach, Florida	$0	-$4K	–	Closed
1219	EARNEST Partners Atlanta, Georgia	$0	-$14K	–	Closed
1220	Empirical Finance Havertown, Pennsylvania	$0	-$18K	–	Closed
1221	EM Endicott Management New York	$0	-$1.58M	–	Closed
1222	FAN Financial Advisors Network Tustin, California	$0	-$2.23K	–	Closed
1223	FineMark National Bank & Trust Fort Myers, Florida	$0	-$446K	–	Closed
1224	FTCM Fir Tree Capital Management New York	$0	-$1.36M	–	Closed
1225	Fulton Bank Lancaster, Pennsylvania	$0	-$347K	–	Closed