← 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
1801	CCPM Cooper Creek Partners Management New York	$0	-$12.7M	0	–	Closed
1802	CAS Coppell Advisory Solutions Coppell, Texas	$0	-$39.1K	0	–	Closed
1803	CASC Coppell Advisory Solutions Corp Coppell, Texas	$0	-$39.1K	0	–	Closed
1804	CCI Credit Capital Investments Livingston, New Jersey	$0	-$208K	0	–	Closed
1805	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$0	-$16.2M	0	–	Closed
1806	DSCM Divisadero Street Capital Management Miami, Florida	$0	-$4.95M	0	–	Closed
1807	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$670K	0	–	Closed
1808	EWM Edge Wealth Management New York	$0	-$407K	0	–	Closed
1809	EC Elequin Capital New York	$0	-$1.65K	0	–	Closed
1810	EPC Emerson Point Capital Larchmont, New York	$0	-$9.14M	0	–	Closed
1811	EAM Empirical Asset Management Wellesley, Massachusetts	$0	-$527K	0	–	Closed
1812	EC Engaged Capital Newport Beach, California	$0	-$40M	0	–	Closed
1813	EE EWG Elevate Roseville, California	$0	-$9.56K	0	–	Closed
1814	FA Fiducient Advisors Chicago, Illinois	$0	-$350K	0	–	Closed
1815	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$0	-$20.8K	0	–	Closed
1816	GA Gagnon Advisors New York	$0	-$13.3M	0	–	Closed
1817	GPI General Partner Inc Pittsburgh, Pennsylvania	$0	-$109K	0	–	Closed
1818	Giverny Capital Montreal, Quebec, Canada	$0	-$91K	0	–	Closed
1819	Glazer Capital LLC New York	$0	-$1.63M	0	–	Closed
1820	GIA Goodwin Investment Advisory Woodstock, Georgia	$0	-$1.97K	0	–	Closed
1821	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$0	+$227	1	0%	New
1822	GCM Greenland Capital Management New York	$0	-$833K	0	–	Closed
1823	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$1.25M	0	–	Closed
1824	Hawk Ridge Capital Management Los Angeles, California	$0	-$52M	0	–	Closed
1825	HNWAG High Net Worth Advisory Group Naples, Florida	$0	-$46.4K	0	–	Closed