← 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	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$0	-$2K	–	Closed
1327	Braun Stacey Associates New York	$0	-$2.69M	–	Closed
1328	BSPF British Steel Pension Fund London, United Kingdom	$0	-$478K	–	Closed
1329	BAS Brown Advisory Securities Baltimore, Maryland	$0	-$242K	–	Closed
1330	CI Caerus Investors New York	$0	-$3.36M	–	Closed
1331	CA Callahan Advisors Houston, Texas	$0	-$336K	–	Closed
1332	CNB Camden National Bank Camden, Maine	$0	-$3.81M	–	Closed
1333	Caption Management Oklahoma City, Oklahoma	$0	-$439K	–	Closed
1334	Carillon Tower Advisers St. Petersburg, Florida	$0	-$27.5M	–	Closed
1335	CC Carlson Capital Dallas, Texas	$0	-$32.6M	–	Closed
1336	CGM Centenus Global Management New York	$0	-$854K	–	Closed
1337	CA Claro Advisors Boston, Massachusetts	$0	-$51K	–	Closed
1338	CC Claybrook Capital Wellesley, Massachusetts	$0	-$41K	–	Closed
1339	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$27K	–	Closed
1340	C Consulta London, United Kingdom	$0	-$28.3M	–	Closed
1341	Credit Agricole Montrouge Cedex, France	$0	-$1.85M	–	Closed
1342	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$0	-$334K	–	Closed
1343	DeepCurrents Investment Group New York	$0	-$6.64M	–	Closed
1344	DII Domini Impact Investments New York	$0	-$290K	–	Closed
1345	DWA Dorsey Wright & Associates Pasadena, California	$0	-$2.65M	–	Closed
1346	DWM Doyle Wealth Management St. Petersburg, Florida	$0	-$46K	–	Closed
1347	Dynamic Advisor Solutions Phoenix, Arizona	$0	-$549K	–	Closed
1348	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$853K	–	Closed
1349	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$219K	–	Closed
1350	Empirical Finance Havertown, Pennsylvania	$0	-$2.05M	–	Closed