← 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
1651	AAM Artha Asset Management Hoboken, New Jersey	$0	-$5.62M	0	–	Closed
1652	AIM Avity Investment Management Greenwich, Connecticut	$0	-$240K	0	–	Closed
1653	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	$0	0	–	Closed
1654	BOC Barbara Oil Co Chicago, Illinois	$0	-$25K	0	–	Closed
1655	Barings Charlotte, North Carolina	$0	-$294K	0	–	Closed
1656	BFG Baron Financial Group Fair Lawn, New Jersey	$0	-$23.9K	0	–	Closed
1657	Baupost Group Boston, Massachusetts	$0	-$11.9M	0	–	Closed
1658	B Bellecapital Zurich, Switzerland	$0	-$224K	0	–	Closed
1659	BCM Bluefin Capital Management New York	$0	-$143K	0	–	Closed
1660	BCM Bourgeon Capital Management Darien, Connecticut	$0	+$649	2	0%	New
1661	BFA Brendel Financial Advisors Hanover, New Hampshire	$0	-$42K	0	–	Closed
1662	BMCM Burns Matteson Capital Management Corning, New York	$0	-$529K	0	–	Closed
1663	BAM Byrne Asset Management Kingston, New Jersey	$0	-$21K	0	–	Closed
1664	CCM CAAS Capital Management New York	$0	-$3.64M	0	–	Closed
1665	Cannell & Spears New York	$0	-$284K	0	–	Closed
1666	CIP Capital Insight Partners Scottsdale, Arizona	$0	-$1.75M	0	–	Closed
1667	CFM Capricorn Fund Managers London, United Kingdom	$0	-$20.1M	0	–	Closed
1668	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$0	-$1K	0	–	Closed
1669	CIA Cascade Investment Advisors Oregon City, Oregon	$0	-$730K	0	–	Closed
1670	CWM Castle Wealth Management West Palm Beach, Florida	$0	-$30	1	0%	Reduced
1671	Caxton Associates (New York) New York	$0	-$1.66M	0	–	Closed
1672	CCFP Charles Carroll Financial Partners Kingston, Massachusetts	$0	-$734K	0	–	Closed
1673	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$0	-$3K	0	–	Closed
1674	Chilton Capital Management Houston, Texas	$0	-$34K	0	–	Closed
1675	CCM Cinctive Capital Management New York	$0	-$12.2M	0	–	Closed