← 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
1251	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$0	-$574K	0	–	Closed
1252	CFIC City Financial Investment Company London, United Kingdom	$0	-$5.65M	0	–	Closed
1253	CA Cornerstone Advisors Asheville, North Carolina	$0	-$405K	0	–	Closed
1254	Cornerstone Investment Partners Atlanta, Georgia	$0	-$449K	0	–	Closed
1255	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$208K	0	–	Closed
1256	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$5.79M	0	–	Closed
1257	CI Cowen Inc New York	$0	-$13.1M	0	–	Closed
1258	Credit Agricole Montrouge Cedex, France	$0	-$25.1M	0	–	Closed
1259	Curi RMB Capital Chicago, Illinois	$0	-$306K	0	–	Closed
1260	DCM Dean Capital Management Overland Park, Kansas	$0	-$2.55M	0	–	Closed
1261	DRS Deane Retirement Strategies New Orleans, Louisiana	$0	-$1.09M	0	–	Closed
1262	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$986K	0	–	Closed
1263	Element Capital Management New York	$0	-$22K	0	–	Closed
1264	Emerald Advisers Leola, Pennsylvania	$0	-$21M	0	–	Closed
1265	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$0	-$16.8M	0	–	Closed
1266	EIM Essex Investment Management Boston, Massachusetts	$0	-$422K	0	–	Closed
1267	EAM Exane Asset Management Paris, France	$0	-$191K	0	–	Closed
1268	Farallon Capital Management San Francisco, California	$0	-$85.5M	0	–	Closed
1269	FP FDO Partners Cambridge, Massachusetts	$0	-$798K	0	–	Closed
1270	FPF FNY Partners Fund New York	$0	-$17.3M	1	0%	Reduced
1271	FWM Focused Wealth Management Newburgh, New York	$0	-$5K	0	–	Closed
1272	FIM Frontier Investment Management Dallas, Texas	$0	-$231K	0	–	Closed
1273	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	-$44K	0	–	Closed
1274	HA Hamel Associates Chatham, New Jersey	$0	-$785K	0	–	Closed
1275	HC Henshaw Capital Woburn, Massachusetts	$0	-$370K	0	–	Closed