← 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
1301	CMT Capital Markets Trading Frankfurt, Germany	$0	-$320K	0	–	Closed
1302	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$440K	0	–	Closed
1303	CCM Cribstone Capital Management Augusta, Maine	$0	-$13K	0	–	Closed
1304	CAM Cypress Asset Management Houston, Texas	$0	-$266K	0	–	Closed
1305	Davidson Kempner Capital Management New York	$0	-$5.62M	0	–	Closed
1306	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$2K	0	–	Closed
1307	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$0	-$225K	0	–	Closed
1308	EIP Easterly Investment Partners Beverly, Massachusetts	$0	-$251K	0	–	Closed
1309	EPC Emerson Point Capital Larchmont, New York	$0	-$5.03M	0	–	Closed
1310	EC Engaged Capital Newport Beach, California	$0	-$1.43M	0	–	Closed
1311	FIA FNY Investment Advisers New York	$0	-$2.42M	1	0%	Reduced
1312	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$203K	0	–	Closed
1313	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$737K	0	–	Closed
1314	Fred Alger Management New York	$0	-$49K	0	–	Closed
1315	GJIC Gamble Jones Investment Counsel Pasadena, California	$0	-$240K	0	–	Closed
1316	GCA Gideon Capital Advisors New York	$0	-$1.07M	0	–	Closed
1317	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$0	$0	1	0%	Maintained
1318	GC Grace Capital Quincy, Massachusetts	$0	-$513K	0	–	Closed
1319	GA Greenspring Associates Owings Mills, Maryland	$0	-$50K	0	–	Closed
1320	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$92K	0	–	Closed
1321	HP Harbourvest Partners Boston, Massachusetts	$0	-$354K	0	–	Closed
1322	Harvest Fund Management Beijing, China	$0	-$3K	0	–	Closed
1323	Heritage Wealth Advisors Richmond, Virginia	$0	-$139	0	–	Closed
1324	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$790K	0	–	Closed
1325	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$1.9M	0	–	Closed