← 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	BCA Bray Capital Advisors Naples, Florida	$0	-$170K	–	Closed
1327	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$0	-$254K	–	Closed
1328	BCMNY Buckingham Capital Management (New York) New York	$0	-$12.3M	–	Closed
1329	Buckingham Strategic Wealth Clayton, Missouri	$0	-$211K	–	Closed
1330	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$56K	–	Closed
1331	Cambiar Investors Denver, Colorado	$0	-$1.97M	–	Closed
1332	CP Camelot Portfolios Maumee, Ohio	$0	-$251K	–	Closed
1333	CCM Canal Capital Management Richmond, Virginia	$0	-$213K	–	Closed
1334	Capital Guardian Trust Los Angeles, California	$0	-$14K	–	Closed
1335	Caprock Group Boise, Idaho	$0	-$551K	–	Closed
1336	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$0	-$511K	–	Closed
1337	Channing Capital Management Chicago, Illinois	$0	-$31.9M	–	Closed
1338	Chartwell Investment Partners Berywn, Pennsylvania	$0	-$4.55M	–	Closed
1339	CCA Checchi Capital Advisers Beverly Hills, California	$0	-$215K	–	Closed
1340	CB Chemical Bank Detroit, Michigan	$0	-$204K	–	Closed
1341	Chicago Partners Investment Group Chicago, Illinois	$0	-$546K	–	Closed
1342	CBU CIBC Bank USA Chicago, Illinois	$0	-$215K	–	Closed
1343	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$0	-$232K	–	Closed
1344	CBB Citizens Business Bank Ontario, California	$0	-$296K	–	Closed
1345	Citizens Financial Group Providence, Rhode Island	$0	-$23K	–	Closed
1346	CAN Claraphi Advisory Network Aliso Viejo, United States	$0	-$356K	–	Closed
1347	CBA Coastal Bridge Advisors Westport, Connecticut	$0	-$245K	–	Closed
1348	Coatue Management New York	$0	-$930K	–	Closed
1349	CCM Copernicus Capital Management San Francisco, California	$0	-$12.6M	–	Closed
1350	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$3.97M	–	Closed