← 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
1701	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	+$202	1	0%	New
1702	Ballentine Partners Waltham, Massachusetts	$0	-$206K	0	–	Closed
1703	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$2.33M	0	–	Closed
1704	BST Bath Savings Trust Bath, Maine	$0	-$206K	0	–	Closed
1705	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$12K	0	–	Closed
1706	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$0	-$7K	0	–	Closed
1707	BAM Bosun Asset Management Chicago, Illinois	$0	-$325K	0	–	Closed
1708	Busey Bank Urbana, Illinois	$0	-$219K	0	–	Closed
1709	Calamos Wealth Management Naperville, Illinois	$0	-$269K	0	–	Closed
1710	CCM Canal Capital Management Richmond, Virginia	$0	-$270K	0	–	Closed
1711	CA Capitolis Advisors New York	$0	-$397K	0	–	Closed
1712	CIP CAS Investment Partners Westport, Connecticut	$0	-$88.3M	0	–	Closed
1713	CWM Castle Wealth Management West Palm Beach, Florida	$0	+$58	1	0%	New
1714	CFFP Center for Financial Planning Southfied, Michigan	$0	+$375	1	0%	New
1715	Ceredex Value Advisors Orlando, Florida	$0	-$32.6M	0	–	Closed
1716	CC Commons Capital Needham, Massachusetts	$0	-$238K	0	–	Closed
1717	Conning Inc Hartford, Connecticut	$0	-$231K	0	–	Closed
1718	CCPM Cooper Creek Partners Management New York	$0	-$25.6M	0	–	Closed
1719	CI Cordant Inc Portland, Oregon	$0	-$20K	0	–	Closed
1720	Cornerstone Investment Partners Atlanta, Georgia	$0	-$269K	0	–	Closed
1721	Cowen and Company New York	$0	-$767K	0	–	Closed
1722	DCM Decatur Capital Management Decatur, Georgia	$0	-$1.61M	0	–	Closed
1723	DVI Deccan Value Investors Greenwich, Connecticut	$0	-$93M	0	–	Closed
1724	DC DeDora Capital Napa, California	$0	-$9K	0	–	Closed
1725	DAM DLD Asset Management New York	$0	-$566K	0	–	Closed