← 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
1751	CCM Conway Capital Management Burbank, California	$0	-$240K	–	Closed
1752	CreativeOne Wealth Overland Park, Kansas	$0	-$297K	–	Closed
1753	CA Crewe Advisors Salt Lake City, Utah	$0	-$40.7K	–	Closed
1754	CFO CVA Family Office Denver, Colorado	$0	-$60.1K	–	Closed
1755	CAM Cypress Asset Management Houston, Texas	$0	-$290K	–	Closed
1756	Davidson Kempner Capital Management New York	$0	-$6.3M	–	Closed
1757	DP DDD Partners Bellevue, Washington	$0	-$255K	–	Closed
1758	DP Dearborn Partners Chicago, Illinois	$0	-$335K	–	Closed
1759	DU Delphia (USA) Toronto, Ontario, Canada	$0	-$447K	–	Closed
1760	DAM Derbend Asset Management Peachtree City, Georgia	$0	-$236K	–	Closed
1761	DCM DGS Capital Management Jersey City, New Jersey	$0	-$44.8K	–	Closed
1762	DI Disciplined Investments Tulsa, Oklahoma	$0	-$13.7K	–	Closed
1763	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$0	-$573K	–	Closed
1764	DCM Dupont Capital Management Wilmington, Delaware	$0	-$714K	–	Closed
1765	ECG Edge Capital Group Atlanta, Georgia	$0	-$610K	–	Closed
1766	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$0	-$243K	–	Closed
1767	EA Ellsworth Advisors Hudson, Ohio	$0	-$3.93M	–	Closed
1768	ECM Engle Capital Management Greenwich, Connecticut	$0	-$11.5M	–	Closed
1769	E Ergoteles New York	$0	-$26.6M	–	Closed
1770	FC FCA Corp Houston, Texas	$0	-$219K	–	Closed
1771	FG Fiduciary Group Savannah, Georgia	$0	-$218K	–	Closed
1772	FAIM Financial Advocates Investment Management Olympia, Washington	$0	-$274K	–	Closed
1773	FSWA Financial Synergies Wealth Advisors Houston, Texas	$0	-$1.09K	–	Closed
1774	FPF First Pacific Financial Vancouver, Washington	$0	-$108	–	Closed
1775	FPCP Fort Point Capital Partners San Francisco, California	$0	-$205K	–	Closed