← 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
1526	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$2.18M	–	Closed
1527	BAM Barrett Asset Management New York	$0	-$173K	–	Closed
1528	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$13.4M	–	Closed
1529	Belpointe Asset Management Reno, Nevada	$0	-$112K	–	Closed
1530	BCP Berylson Capital Partners Boston, Massachusetts	$0	-$10.4M	–	Closed
1531	B BP London, United Kingdom	$0	-$1.82M	–	Closed
1532	BPIM Brant Point Investment Management New York	$0	-$1.42M	–	Closed
1533	CCM Canal Capital Management Richmond, Virginia	$0	-$259K	–	Closed
1534	Cannell & Spears New York	$0	-$222K	–	Closed
1535	CGIM Cannon Global Investment Management Davie, Florida	$0	-$780K	–	Closed
1536	CM Capital Management Glen Allen, Virginia	$0	-$7.89M	–	Closed
1537	CWM Chicago Wealth Management Chicago, Illinois	$0	-$202K	–	Closed
1538	CCFM Clear Creek Financial Management Silverdale, Washington	$0	-$2.6M	–	Closed
1539	CCM Coerente Capital Management Toronto, Ontario, Canada	$0	-$239K	–	Closed
1540	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$1.75M	–	Closed
1541	CP Corbenic Partners Bethlehem, Pennsylvania	$0	-$5K	–	Closed
1542	Cornerstone Investment Partners Atlanta, Georgia	$0	-$528K	–	Closed
1543	CCM Cribstone Capital Management Augusta, Maine	$0	-$12K	–	Closed
1544	CC Cypress Capital Franklin, Tennessee	$0	-$1K	–	Closed
1545	DA DSC Advisors Chicago, Illinois	$0	-$1.69M	–	Closed
1546	Eagle Global Advisors Houston, Texas	$0	-$432K	–	Closed
1547	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$0	-$250K	–	Closed
1548	EGI EAM Global Investors Solana Beach, California	$0	-$2.36M	–	Closed
1549	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$507K	–	Closed
1550	ECM Empirical Capital Management Hendersonville, Tennessee	$0	-$3.09M	–	Closed