← 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
1276	Colony Group Boston, Massachusetts	$0	-$233K	0	–	Closed
1277	CPA Cowen Prime Advisors New York	$0	-$68K	0	–	Closed
1278	CCS Crosspoint Capital Strategies Orinda, California	$0	-$3.82M	0	–	Closed
1279	DCM Delpha Capital Management New York	$0	-$444K	0	–	Closed
1280	DRW Securities Chicago, Illinois	$0	-$216K	0	–	Closed
1281	EGA E&G Advisors Houston, Texas	$0	-$463K	0	–	Closed
1282	Empirical Finance Havertown, Pennsylvania	$0	-$2.83M	0	–	Closed
1283	EC Engaged Capital Newport Beach, California	$0	-$18.5M	0	–	Closed
1284	ECM Estabrook Capital Management New York	$0	-$44.4K	0	–	Closed
1285	First Eagle Investment Management New York	$0	-$1.12M	0	–	Closed
1286	Fisher Asset Management Camas, Washington	$0	-$1.48M	0	–	Closed
1287	FPF FNY Partners Fund New York	$0	$0	1	0%	Maintained
1288	FFG Ford Financial Group Fresno, California	$0	-$7K	0	–	Closed
1289	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$202K	0	–	Closed
1290	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$10.6M	0	–	Closed
1291	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$0	-$6.72M	0	–	Closed
1292	FP Foundry Partners Minneapolis, Minnesota	$0	-$6.59M	0	–	Closed
1293	GCC Game Creek Capital Boston, Massachusetts	$0	-$3.9M	0	–	Closed
1294	GC Greenlight Capital New York	$0	-$5.76M	0	–	Closed
1295	GBT Grove Bank & Trust Miami, Florida	$0	-$111K	0	–	Closed
1296	GWA Guidant Wealth Advisors Palatine, Illinois	$0	+$850	1	0%	New
1297	Handelsbanken Fonder Stockholm, Sweden	$0	-$1.01M	0	–	Closed
1298	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$0	-$331K	0	–	Closed
1299	Holocene Advisors New York	$0	-$2.24M	0	–	Closed
1300	Howard Capital Management Roswell, Georgia	$0	-$247K	0	–	Closed