← 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
1426	CJA C-J Advisory San Jose, California	$0	-$8K	0	–	Closed
1427	CCPM Cooper Creek Partners Management New York	$0	-$3.18M	0	–	Closed
1428	CCP Corient Capital Partners Newport Beach, California	$0	-$214K	0	–	Closed
1429	Credit Agricole Montrouge Cedex, France	$0	$0	1	0%	Maintained
1430	DAM Deltec Asset Management New York	$0	-$2.04M	0	–	Closed
1431	DA Duality Advisers Miami, Florida	$0	-$28M	0	–	Closed
1432	ECP Elk Creek Partners Denver, Colorado	$0	-$11.9M	0	–	Closed
1433	Empowered Funds Havertown, Pennsylvania	$0	-$2.36M	0	–	Closed
1434	ER Enlightenment Research Miami, Florida	$0	-$204K	0	–	Closed
1435	FEG Financial Enhancement Group Anderson, Indiana	$0	-$764K	0	–	Closed
1436	FBFS First Business Financial Services Madison, Wisconsin	$0	-$933K	0	–	Closed
1437	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$0	-$2.59M	0	–	Closed
1438	FWM Frontier Wealth Management Kansas City, Missouri	$0	-$269K	0	–	Closed
1439	GIPM G2 Investment Partners Management New York	$0	-$5.84M	0	–	Closed
1440	GCM Gables Capital Management Miami, Florida	$0	-$76K	0	–	Closed
1441	GECH Garnet Equity Capital Holdings New York	$0	-$829K	0	–	Closed
1442	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$0	-$9.78K	0	–	Closed
1443	GCA Gideon Capital Advisors New York	$0	-$1.68M	0	–	Closed
1444	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$0	-$15.5M	0	–	Closed
1445	GAM GVO Asset Management Zug, Switzerland	$0	-$9.93M	0	–	Closed
1446	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$0	-$243K	0	–	Closed
1447	Hancock Whitney Gulfport, Mississippi	$0	-$345K	0	–	Closed
1448	HCA Harbour Capital Advisors Tysons Corner, Virginia	$0	-$226K	0	–	Closed
1449	HC Henshaw Capital Woburn, Massachusetts	$0	-$336K	0	–	Closed
1450	HighPoint Advisor Group Downers Grove, Illinois	$0	-$295K	0	–	Closed