← 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
1651	Ballentine Partners Waltham, Massachusetts	$0	-$227K	–	Closed
1652	BOTW Bank of the West Monterey Park, California	$0	-$919K	–	Closed
1653	Bartlett & Co Cincinnati, Ohio	$0	-$27K	–	Closed
1654	Bartlett & Co Wealth Management Cincinnati, Ohio	$0	-$27.1K	–	Closed
1655	BFIM Beese Fulmer Investment Management Canton, Ohio	$0	-$203K	–	Closed
1656	BB Bell Bank Fargo, North Dakota	$0	-$4.71M	–	Closed
1657	B Bellecapital Zurich, Switzerland	$0	-$405K	–	Closed
1658	BMC Benin Management Corp Wilton, Connecticut	$0	-$240K	–	Closed
1659	BC Bridgefront Capital Austin, Texas	$0	-$266K	–	Closed
1660	CCM CAAS Capital Management New York	$0	-$5.74M	–	Closed
1661	CFA Cahill Financial Advisors Edina, Minnesota	$0	-$96K	–	Closed
1662	CA Calton & Associates Tampa, Florida	$0	-$417K	–	Closed
1663	CIM Cambria Investment Management Manhattan Beach, California	$0	-$322K	–	Closed
1664	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$18K	–	Closed
1665	Capula Management Grand Cayman, Cayman Islands	$0	-$1.55M	–	Closed
1666	CA CastleArk Alternatives Chicago, Illinois	$0	-$2.32M	–	Closed
1667	Castleark Management Chicago, Illinois	$0	-$2.32M	–	Closed
1668	Catalyst Capital Advisors Huntington, New York	$0	-$4.11M	–	Closed
1669	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$251K	–	Closed
1670	CIM Chiron Investment Management New York	$0	-$640K	–	Closed
1671	CWM Connecticut Wealth Management Farmington, Connecticut	$0	-$214K	–	Closed
1672	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$499K	–	Closed
1673	CIM Contrarius Investment Management St. Helier, Jersey	$0	-$2.26M	–	Closed
1674	CIM Contravisory Investment Management Norwell, Massachusetts	$0	-$492K	–	Closed
1675	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$15.6M	–	Closed