← 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
1351	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$1.01M	–	Closed
1352	Bragg Financial Advisors Charlotte, North Carolina	$0	-$203K	–	Closed
1353	B Bridgeworth Birmingham, Alabama	$0	-$18K	–	Closed
1354	Brighton Jones LLC Seattle, Washington	$0	-$1.21M	–	Closed
1355	CGM Capital Growth Management Boston, Massachusetts	$0	-$2.02M	–	Closed
1356	Castleark Management Chicago, Illinois	$0	-$22.7M	–	Closed
1357	CF Centaurus Financial Anaheim, California	$0	-$259K	–	Closed
1358	CA Centerpoint Advisors Needham, Massachusetts	$0	-$2K	–	Closed
1359	CCM Cerrano Capital Management New York	$0	-$9.02M	–	Closed
1360	Cetera Investment Advisers Schaumburg, Illinois	$0	-$212K	–	Closed
1361	Check Capital Management Costa Mesa, California	$0	-$243K	–	Closed
1362	CCM Clearfield Capital Management New York	$0	-$10.4M	–	Closed
1363	CMT Capital Markets Trading Frankfurt, Germany	$0	-$1.23M	–	Closed
1364	CM Crestline Management Fort Worth, Texas	$0	-$900K	–	Closed
1365	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$0	-$432K	–	Closed
1366	Curi RMB Capital Chicago, Illinois	$0	-$250K	–	Closed
1367	CA Cynosure Advisors Salt Lake City, Utah	$0	-$300K	–	Closed
1368	Empowered Funds Havertown, Pennsylvania	$0	-$1.96M	–	Closed
1369	EA Evanston Advisors Schaumburg, Illinois	$0	-$202K	–	Closed
1370	FCB First Command Bank Fort Worth, Texas	$0	-$11K	–	Closed
1371	FCFS First Command Financial Services Fort Worth, Texas	$0	-$11K	–	Closed
1372	FTB First Trust Bank Nassau, Bahamas	$0	-$1.62M	–	Closed
1373	Fred Alger Management New York	$0	-$16K	–	Closed
1374	FA Friess Associates Greenville, Delaware	$0	-$6.5M	–	Closed
1375	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	-$731K	–	Closed