← 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
1401	CRWM Castle Rock Wealth Management Walnut Creek, California	$0	-$459K	–	Closed
1402	C Cerebellum San Francisco, California	$0	-$87K	–	Closed
1403	CWP CFM Wealth Partners Austin, Texas	$0	-$36K	–	Closed
1404	Chicago Capital Chicago, Illinois	$0	-$220K	–	Closed
1405	Citizens Financial Group Providence, Rhode Island	$0	-$140K	–	Closed
1406	Cohen & Steers New York	$0	-$655K	–	Closed
1407	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	-$2K	–	Closed
1408	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$1.85M	–	Closed
1409	CRCP Copper Rock Capital Partners Boston, Massachusetts	$0	-$10.9M	–	Closed
1410	Cornerstone Investment Partners Atlanta, Georgia	$0	-$239K	–	Closed
1411	Crawford Investment Counsel Atlanta, Georgia	$0	-$223K	–	Closed
1412	CQS Credential Qtrade Securities Vancouver,	$0	-$9.26K	–	Closed
1413	DCM Davidson Capital Management Corpus Christi, Texas	$0	-$1K	–	Closed
1414	Davidson Kempner Capital Management New York	$0	-$12.3M	–	Closed
1415	DFAM Deep Field Asset Management Beverly Hills, California	$0	-$1.5M	–	Closed
1416	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$0	-$1.97M	–	Closed
1417	ESCM Echo Street Capital Management New York	$0	-$715K	–	Closed
1418	EIM Elephas Investment Management Hong Kong	$0	-$1.26M	–	Closed
1419	EC Eminence Capital New York	$0	-$36.8M	–	Closed
1420	EWP Engrave Wealth Partners The Woodlands, Texas	$0	-$48K	–	Closed
1421	EFEM Eos Focused Equity Management New York	$0	-$1.55M	–	Closed
1422	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$194K	–	Closed
1423	FAT First American Trust Santa Ana, California	$0	-$244K	–	Closed
1424	First Eagle Investment Management New York	$0	-$12.1M	–	Closed
1425	FBCM Fort Baker Capital Management Larkspur, California	$0	-$5.61M	–	Closed