← 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
1676	CAM Cormorant Asset Management Boston, Massachusetts	$0	-$11.2M	0	–	Closed
1677	CC Corsicana & Co Corsicana, Texas	$0	-$5K	0	–	Closed
1678	CMF Counterpoint Mutual Funds San Diego, California	$0	-$20K	0	–	Closed
1679	CCT Country Club Trust Kansas City, Missouri	$0	-$204K	0	–	Closed
1680	Credit Agricole Montrouge Cedex, France	$0	-$19K	0	–	Closed
1681	CA Crewe Advisors Salt Lake City, Utah	$0	-$2K	0	–	Closed
1682	CWM Curi Wealth Management Raleigh, North Carolina	$0	+$1.84K	4	0%	New
1683	CX Institutional Auburn, Indiana	$0	-$498K	0	–	Closed
1684	Davidson Kempner Capital Management New York	$0	-$4.19M	0	–	Closed
1685	DF Donoghue Forlines Boston, Massachusetts	$0	-$904K	0	–	Closed
1686	DOA D'Orazio & Associates Falls Church, Virginia	$0	-$56K	0	–	Closed
1687	DRW Securities Chicago, Illinois	$0	-$2.59M	0	–	Closed
1688	Durable Capital Partners Bethesda, Maryland	$0	-$33.9M	0	–	Closed
1689	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$0	-$238K	0	–	Closed
1690	EWA Evolution Wealth Advisors Aventura, Florida	$0	-$21K	0	–	Closed
1691	F F3Logic Burnsville, Minnesota	$0	-$254K	0	–	Closed
1692	FWM FFT Wealth Management Philadelphia, Pennsylvania	$0	-$1.41M	0	–	Closed
1693	FA Fiducient Advisors Chicago, Illinois	$0	-$254K	0	–	Closed
1694	FCM Firestone Capital Management Coral Gables, Florida	$0	-$15K	0	–	Closed
1695	FLAM First Light Asset Management Edina, Minnesota	$0	-$8.36M	0	–	Closed
1696	FPFS First Personal Financial Services Charlotte, North Carolina	$0	-$71K	0	–	Closed
1697	FHA Flagship Harbor Advisors Boston, Massachusetts	$0	-$202K	0	–	Closed
1698	FFG Ford Financial Group Fresno, California	$0	+$897	1	0%	New
1699	FA Friess Associates Greenville, Delaware	$0	-$2.78M	0	–	Closed
1700	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$0	-$57K	0	–	Closed