← 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
1551	Empowered Funds Havertown, Pennsylvania	$0	-$3.37M	–	Closed
1552	Empyrean Capital Partners Los Angeles, California	$0	-$14.9M	–	Closed
1553	ECM Engle Capital Management Greenwich, Connecticut	$0	-$27.3M	–	Closed
1554	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$0	-$56K	–	Closed
1555	ETM Euclidean Technologies Management Seattle, Washington	$0	-$224K	–	Closed
1556	FI Financial Insights Tacoma, Washington	$0	-$48.2K	–	Closed
1557	FFG Ford Financial Group Fresno, California	$0	-$4K	–	Closed
1558	FFA Founders Financial Alliance Raleigh, North Carolina	$0	-$21K	–	Closed
1559	FSA Franklin Street Advisors Chapel Hill, North Carolina	$0	-$205K	–	Closed
1560	FSC Full Sail Capital Oklahoma City, Oklahoma	$0	-$207K	–	Closed
1561	Harvard Management Company Boston, Massachusetts	$0	-$49.2M	–	Closed
1562	Heritage Investors Management Corp Bethesda, Maryland	$0	-$207K	–	Closed
1563	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$0	-$5K	–	Closed
1564	H Hexavest Montreal, Quebec, Canada	$0	-$7K	–	Closed
1565	HC Hourglass Capital Houston, Texas	$0	-$645K	–	Closed
1566	Hudson Bay Capital Management Stamford, Connecticut	$0	-$1.57M	–	Closed
1567	IA Inspire Advisors Meridian, Idaho	$0	-$211K	–	Closed
1568	IAN Integrated Advisors Network Dallas, Texas	$0	-$1.07M	–	Closed
1569	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$3.87M	–	Closed
1570	IM Islet Management New York	$0	-$7.91M	–	Closed
1571	IP Isthmus Partners Madison, Wisconsin	$0	-$10K	–	Closed
1572	JC Jetstream Capital Brentwood, Tennessee	$0	-$5.66M	–	Closed
1573	KIA KCM Investment Advisors Greenbrae, California	$0	-$250K	–	Closed
1574	KSCM King Street Capital Management New York	$0	-$821K	–	Closed
1575	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$0	-$1.74M	–	Closed