← 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
1426	Commerzbank Aktiengesellschaft Frankfurt, Germany	$0	-$955K	–	Closed
1427	Cowen and Company New York	$0	-$5.02M	–	Closed
1428	DWM Darwin Wealth Management Tampa, Florida	$0	-$22K	–	Closed
1429	DIM Delta Investment Management San Francisco, California	$0	-$218K	–	Closed
1430	DC Diametric Capital Boston, Massachusetts	$0	-$717K	–	Closed
1431	DOA D'Orazio & Associates Falls Church, Virginia	$0	-$3K	–	Closed
1432	DRW Securities Chicago, Illinois	$0	-$370K	–	Closed
1433	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$4.15M	–	Closed
1434	ECM Engine Capital Management New York	$0	-$1.51M	–	Closed
1435	EWM EPG Wealth Management Atlanta, Georgia	$0	-$20K	–	Closed
1436	EC Estate Counselors Thiensville, Wisconsin	$0	-$446K	–	Closed
1437	FP Factorial Partners Mt. Kisco, New York	$0	-$439K	–	Closed
1438	FPC Falcon Point Capital San Francisco, California	$0	-$70K	–	Closed
1439	FA FCG Advisors Chatham, New Jersey	$0	-$520K	–	Closed
1440	FWM Filbrandt Wealth Management Middleton, Wisconsin	$0	$0	–	Closed
1441	FWSM First Wilshire Securities Management Pasadena, California	$0	-$58K	–	Closed
1442	FTCM Fir Tree Capital Management New York	$0	-$11.3M	–	Closed
1443	FG Formula Growth Montreal, Quebec, Canada	$0	-$3.55M	–	Closed
1444	FIM Frontier Investment Management Dallas, Texas	$0	-$295K	–	Closed
1445	GCIA Gabelli & Co Investment Advisers Rye, New York	$0	-$293K	–	Closed
1446	GA Geller Advisors New York	$0	-$439K	–	Closed
1447	Glazer Capital LLC New York	$0	-$18M	–	Closed
1448	GSWM Golden State Wealth Management Santa Ana, California	$0	-$14K	–	Closed
1449	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$1.43M	–	Closed
1450	HS Haafor (Singapore) Singapore	$0	-$2.8M	–	Closed