← 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
1326	Capstone Investment Advisors New York	$0	-$6.67M	–	Closed
1327	Ceredex Value Advisors Orlando, Florida	$0	-$21.8M	–	Closed
1328	CBU CIBC Bank USA Chicago, Illinois	$0	-$222K	–	Closed
1329	Citizens Financial Group Providence, Rhode Island	$0	-$7K	–	Closed
1330	CAM Claret Asset Management Montreal, Quebec, Canada	$0	-$279K	–	Closed
1331	CF CNA Financial Chicago, Illinois	$0	-$645K	–	Closed
1332	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$269K	–	Closed
1333	DCM Daruma Capital Management New York	$0	-$54.5M	–	Closed
1334	Deerfield Management New York	$0	-$32.1M	–	Closed
1335	FCAG First Capital Advisors Group Little Silver, New Jersey	$0	-$1K	–	Closed
1336	FHAM Folger Hill Asset Management New York	$0	-$15.4M	–	Closed
1337	FCMT Founders Capital Management (Texas) Houston, Texas	$0	-$13K	–	Closed
1338	Frontier Capital Management Boston, Massachusetts	$0	-$32K	–	Closed
1339	GIPM G2 Investment Partners Management New York	$0	-$3.72M	–	Closed
1340	Hancock Whitney Gulfport, Mississippi	$0	-$13.3M	–	Closed
1341	HA Hays Advisory Franklin, Tennessee	$0	-$1K	–	Closed
1342	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$345K	–	Closed
1343	HFP Holistic Financial Partners Indianapolis, Indiana	$0	-$61K	–	Closed
1344	I IberiaBank Lafayette, Louisiana	$0	-$203K	–	Closed
1345	IHT Wealth Management Chicago, Illinois	$0	-$185K	–	Closed
1346	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$0	-$4K	–	Closed
1347	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$7K	–	Closed
1348	IAM Integre Asset Management New York	$0	-$416K	–	Closed
1349	IP Interval Partners New York	$0	-$20.3M	–	Closed
1350	IIA IPG Investment Advisors San Diego, California	$0	-$257K	–	Closed