← 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
1501	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$0	-$120K	0	–	Closed
1502	CPW Catalyst Private Wealth San Mateo, California	$0	-$14K	0	–	Closed
1503	Caxton Associates (New York) New York	$0	-$1.37M	0	–	Closed
1504	CC Cedar Capital Barrington, Illinois	$0	-$455K	0	–	Closed
1505	Centiva Capital New York	$0	-$301K	0	–	Closed
1506	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$531K	0	–	Closed
1507	CHAM Clear Harbor Asset Management Stamford, Connecticut	$0	-$36.3K	0	–	Closed
1508	CAM Concorde Asset Management Ann Arbor, Michigan	$0	-$1.21M	0	–	Closed
1509	CA Continental Advisors Park City, Utah	$0	-$1.26M	0	–	Closed
1510	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$0	-$3K	0	–	Closed
1511	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$0	-$1.9M	0	–	Closed
1512	CM Crestline Management Fort Worth, Texas	$0	-$2.23M	0	–	Closed
1513	CWM Curi Wealth Management Raleigh, North Carolina	$0	+$886	2	0%	New
1514	EC Engaged Capital Newport Beach, California	$0	-$44M	0	–	Closed
1515	FA Faithward Advisors Lancaster, Pennsylvania	$0	-$3.87M	0	–	Closed
1516	FHA Flagship Harbor Advisors Boston, Massachusetts	$0	-$198K	0	–	Closed
1517	FIA FNY Investment Advisers New York	$0	-$12K	0	–	Closed
1518	FCM Fortis Capital Management Bellevue, Washington	$0	-$2.13M	0	–	Closed
1519	FSCP Franklin Street Capital Partners New York	$0	-$536K	0	–	Closed
1520	GCM Gables Capital Management Miami, Florida	$0	-$37K	0	–	Closed
1521	GCC Game Creek Capital Boston, Massachusetts	$0	-$1.89M	0	–	Closed
1522	GFPC Global Financial Private Client Sarasota, Florida	$0	-$1.54K	0	–	Closed
1523	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$327K	0	–	Closed
1524	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$0	-$9K	0	–	Closed
1525	HT HAP Trading New York	$0	-$762K	0	–	Closed