← 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
1801	ATC Argent Trust Co Nashville, Tennessee	$0	-$664K	–	Closed
1802	AWM Ariadne Wealth Management Santa Barbara, California	$0	-$585K	–	Closed
1803	Aristeia Capital Greenwich, Connecticut	$0	-$1.7M	–	Closed
1804	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$302K	–	Closed
1805	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$3.08M	–	Closed
1806	BCM Basso Capital Management Stamford, Connecticut	$0	-$115K	–	Closed
1807	BNP Paribas Paris, France	$0	-$902K	–	Closed
1808	BAM BTS Asset Management Lincoln, Massachusetts	$0	-$274K	–	Closed
1809	BMCM Burns Matteson Capital Management Corning, New York	$0	-$358K	–	Closed
1810	CCM Campbell Capital Management Miami, Florida	$0	-$306K	–	Closed
1811	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$39K	–	Closed
1812	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$0	-$147K	–	Closed
1813	CG Castellan Group Louisville, Kentucky	$0	-$622K	–	Closed
1814	Castleark Management Chicago, Illinois	$0	-$4.28M	–	Closed
1815	Ceredex Value Advisors Orlando, Florida	$0	-$24.2M	–	Closed
1816	CTA Chesley Taft & Associates Chicago, Illinois	$0	-$208K	–	Closed
1817	CWM Chicago Wealth Management Chicago, Illinois	$0	-$208K	–	Closed
1818	CB Chris Bulman Roseville, California	$0	-$84.6K	–	Closed
1819	CCAL City Center Advisors LLC Troy, Michigan	$0	-$462K	–	Closed
1820	CT Clearstead Trust Portland, Maine	$0	-$1.83K	–	Closed
1821	CCP Clifford Capital Partners Alpine, Utah	$0	-$202K	–	Closed
1822	CP Coho Partners Berwyn, Pennsylvania	$0	-$507K	–	Closed
1823	CCS Concentric Capital Strategies Stamford, Connecticut	$0	-$3.64M	–	Closed
1824	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$0	-$3.84M	–	Closed
1825	CA Crumly & Associates Springfield, Illinois	$0	-$367K	–	Closed