← 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
1276	1832 Asset Management Toronto, Ontario, Canada	$0	-$22.5M	–	Closed
1277	AFA Abacus FCF Advisors Orlando, Florida	$0	-$1.16M	–	Closed
1278	ACC Accident Compensation Corp Wellington, New Zealand	$0	-$361K	–	Closed
1279	ASP Adams Street Partners Chicago, Illinois	$0	-$4.3M	–	Closed
1280	Addenda Capital Montreal, Quebec, Canada	$0	-$225K	–	Closed
1281	Advisory Alpha Holland, Michigan	$0	-$14.9K	–	Closed
1282	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$2.57M	–	Closed
1283	AIA Alera Investment Advisors Deerfield, Illinois	$0	-$16K	–	Closed
1284	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$359K	–	Closed
1285	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$162K	–	Closed
1286	AIM Assured Investment Management New York	$0	-$9.11M	–	Closed
1287	AAM Azzad Asset Management Falls Church, Virginia	$0	-$240K	–	Closed
1288	BDF Balasa Dinverno & Foltz	$0	-$311K	–	Closed
1289	BBNA Bremer Bank National Association St Paul, Minnesota	$0	-$18K	–	Closed
1290	BAM Bruderman Asset Management Locust Valley, New York	$0	-$104K	–	Closed
1291	CHP Cable Hill Partners Portland, Oregon	$0	-$16K	–	Closed
1292	CC Cadinha & Co Honolulu, Hawaii	$0	-$261K	–	Closed
1293	Capital Guardian Trust Los Angeles, California	$0	-$7K	–	Closed
1294	Capital Markets Trading (UK) London, United Kingdom	$0	-$552K	–	Closed
1295	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$0	-$277K	–	Closed
1296	CI Cavalier Investments Alpharetta, Georgia	$0	-$2.3M	–	Closed
1297	Ceredex Value Advisors Orlando, Florida	$0	-$41.7M	–	Closed
1298	CWM Chesapeake Wealth Management Williamsburg, Virginia	$0	-$343K	–	Closed
1299	C Chescapmanager Baltimore, Maryland	$0	-$832K	–	Closed
1300	Chicago Partners Investment Group Chicago, Illinois	$0	-$205K	–	Closed