← 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
1376	CMO Covenant Multifamily Offices San Antonio, Texas	$0	-$2.68M	0	–	Closed
1377	CIM Cowen Investment Management New York	$0	-$3.08M	0	–	Closed
1378	CCM Crabel Capital Management Los Angeles, California	$0	-$685K	0	–	Closed
1379	Credit Agricole Montrouge Cedex, France	$0	$0	0	–	Closed
1380	CAM Cypress Asset Management Houston, Texas	$0	-$205K	0	–	Closed
1381	DLG Daniel L. Goodwin	$0	-$2.74M	0	–	Closed
1382	DI Diligent Investors Redlands, California	$0	-$411K	0	–	Closed
1383	DF Donoghue Forlines Boston, Massachusetts	$0	-$4.61M	0	–	Closed
1384	DA DSC Advisors Chicago, Illinois	$0	-$9.75M	0	–	Closed
1385	Dynamic Advisor Solutions Phoenix, Arizona	$0	-$215K	0	–	Closed
1386	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$0	-$258K	0	–	Closed
1387	Element Capital Management New York	$0	-$9.91M	0	–	Closed
1388	Empyrean Capital Partners Los Angeles, California	$0	-$61.1M	0	–	Closed
1389	EIM Essex Investment Management Boston, Massachusetts	$0	-$999K	0	–	Closed
1390	EWA Evolution Wealth Advisors Aventura, Florida	$0	-$9K	0	–	Closed
1391	FC Ferris Capital Marlborough, Massachusetts	$0	-$1.03M	0	–	Closed
1392	FWM Filbrandt Wealth Management Middleton, Wisconsin	$0	+$332	1	0%	New
1393	FineMark National Bank & Trust Fort Myers, Florida	$0	-$416K	0	–	Closed
1394	First Citizens Bank & Trust Raleigh, North Carolina	$0	-$279K	0	–	Closed
1395	FIB First Interstate Bank Billings, Montana	$0	-$38K	0	–	Closed
1396	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$464K	0	–	Closed
1397	FIG Fortress Investment Group New York	$0	-$6.39M	0	–	Closed
1398	Fuller & Thaler Asset Management San Mateo, California	$0	-$8.5M	0	–	Closed
1399	GH GAM Holding Zurich, Switzerland	$0	-$564K	0	–	Closed
1400	Glenview Capital Management New York	$0	-$144M	0	–	Closed